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CHY

Calamos Convertible and High Income Fund
CHY

117 hedge funds and large institutions have $142M invested in Calamos Convertible and High Income Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

3% more funds holding

Funds holding: 114 → 117 (+3)

1% more capital invested

Capital invested by funds: $141M → $142M (+$1.11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.18% less ownership

Funds ownership: 17.68% → 17.5% (-0.18%)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
39
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$587K
2
PWSG
Pacific Wealth Strategies Group
California
+$559K
3
Morgan Stanley
Morgan Stanley
New York
+$522K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$474K
5
OFG
OTA Financial Group
New York
+$354K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.57M
2
GC
Guggenheim Capital
Illinois
-$1.21M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$701K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$663K
5
CA
Cornerstone Advisory
Maryland
-$528K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$948K +$78.4K +6,605 +8%
DC
27
Davenport & Co
Virginia
$916K +$77.2K +6,506 +8%
SWP
28
Stratos Wealth Partners
Ohio
$880K +$4.86K +409 +0.5%
AWM
29
Apollon Wealth Management
South Carolina
$878K +$25.2K +2,120 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$840K +$65K +5,472 +8%
AWA
31
ARQ Wealth Advisors
Arizona
$827K +$4.5K +379 +0.5%
CRC
32
Curi RMB Capital
Illinois
$738K +$26.4K +2,225 +3%
MA
33
MKT Advisors
California
$630K – – –
Truist Financial
34
Truist Financial
North Carolina
$613K +$207K +17,422 +45%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$501K -$4.16K -350 -0.8%
Stifel Financial
36
Stifel Financial
Missouri
$482K -$84K -7,075 -14%
PFS
37
Prospera Financial Services
Texas
$469K -$138K -11,651 -21%
Invesco
38
Invesco
Georgia
$466K -$1.78K -150 -0.4%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$437K +$2.68K +226 +0.6%
IAIM
40
International Assets Investment Management
Florida
$430K -$24.3K -2,049 -5%
NA
41
NewEdge Advisors
Louisiana
$423K -$9.93K -836 -2%
T
42
TNF
Montana
$409K -$102K -8,574 -18%
SPC
43
Sigma Planning Corp
Michigan
$377K -$14.4K -1,211 -3%
CW
44
Connectus Wealth
Ohio
$328K -$11.5K -965 -3%
OFG
45
OTA Financial Group
New York
$325K +$354K +29,803 New
AWS
46
Atria Wealth Solutions
New York
$325K -$12K -1,014 -3%
SWM
47
Spire Wealth Management
Virginia
$297K +$17.1K +1,440 +6%
SSWM
48
Sheets Smith Wealth Management
North Carolina
$274K +$843 +71 +0.3%
OC
49
Oarsman Capital
Wisconsin
$270K -$8.9K -750 -3%
BRWA
50
B. Riley Wealth Advisors
Florida
$262K +$53.3K +4,485 +23%
1
2
3 4 5

CHY Hedge Fund Activity: Q1 2023 in Review

117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q1 2023, worth a combined $142M — up 0.79% from $141M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CHY positions and 13 closed out — a net gain of 4 holders — while 39 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $587K. The largest seller was Ameriprise, cutting an estimated $1.57M.

  • 117 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q1 2023, up from 114 in Q4 2022.
  • Funds reported $142M of Calamos Convertible and High Income Fund stock for Q1 2023, up 0.79% quarter-over-quarter.
  • 17 funds opened new Calamos Convertible and High Income Fund positions in Q1 2023 and 13 closed out, a net change of +4 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q1 2023 was Bank of America, an estimated $587K added.
  • The largest Calamos Convertible and High Income Fund seller in Q1 2023 was Ameriprise, an estimated $1.57M sold.

Based on aggregated 13F filings for Q1 2023.