CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

113 hedge funds and large institutions have $146M invested in Calamos Convertible and High Income Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+8
Holders Change %
+7.62%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
37
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWBC
1
J.W. Burns & Co
New York
$1.14M
2
AAM
2
Advisors Asset Management
Colorado
$7.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.59M
4
PWSG
4
Pacific Wealth Strategies Group
California
$6.73M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.4M

Top Sellers

1
Mariner
1
Mariner
Kansas
$2.63M
2
Invesco
2
Invesco
Georgia
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$162K
4
KAS
4
Kestra Advisory Services
Texas
$245K
5
GC
5
Guggenheim Capital
Illinois
$7.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$1.02M +$16.1K +1,440 +2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.02M -$14.9K -1,335 -1%
AWA
28
ARQ Wealth Advisors
Arizona
$945K -$16K -1,436 -2%
AWM
29
Apollon Wealth Management
South Carolina
$930K +$16K +1,434 +2%
NA
30
NewEdge Advisors
Louisiana
$908K +$446K +39,949 +97%
SWP
31
Stratos Wealth Partners
Ohio
$833K -$40.9K -3,668 -5%
DC
32
Davenport & Co
Virginia
$829K -$37.3K -3,344 -4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$792K +$6.73K +603 +0.9%
CRC
34
Curi RMB Capital
Illinois
$751K – – –
Stifel Financial
35
Stifel Financial
Missouri
$669K +$43.8K +3,926 +7%
Truist Financial
36
Truist Financial
North Carolina
$627K – – –
PCIA
37
Prime Capital Investment Advisors
Kansas
$543K -$43K -3,854 -7%
MA
38
MKT Advisors
California
$529K -$2.2K -200 -0.4%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$491K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$444K – – –
PFS
41
Prospera Financial Services
Texas
$432K -$40.2K -3,600 -9%
IAIM
42
International Assets Investment Management
Florida
$423K -$22.1K -2,001 -5%
CAN
43
Cetera Advisor Networks
California
$409K +$105K +9,413 +35%
T
44
TNF
Montana
$362K -$42.2K -3,830 -10%
CW
45
Connectus Wealth
Ohio
$338K +$3.35K +300 +1%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$310K +$310K +27,795 New
AWM
47
Axxcess Wealth Management
California
$310K +$310K +27,733 New
BW
48
Bison Wealth
Georgia
$298K +$3.17K +284 +1%
SSWM
49
Sheets Smith Wealth Management
North Carolina
$282K +$893 +80 +0.3%
BPA
50
Beacon Pointe Advisors
California
$266K +$99.2K +8,890 +59%
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