CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

111 hedge funds and large institutions have $165M invested in Calamos Convertible and High Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
35
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.5M
2
GC
2
Guggenheim Capital
Illinois
$8.18M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.98M
4
TWP
4
Tempus Wealth Planning
California
$351K
5
KAS
5
Kestra Advisory Services
Texas
$582K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$5.76M
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
Ameriprise
3
Ameriprise
Minnesota
$2.07M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.26M
5
LPL Financial
5
LPL Financial
California
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
26
Mirador Capital Partners
California
$1.09M -$117K -10,177 -10%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.04M -$5.33K -465 -0.5%
AWM
28
Apollon Wealth Management
South Carolina
$1.03M +$76.8K +6,697 +8%
NA
29
NewEdge Advisors
Louisiana
$990K +$46.5K +4,006 +5%
SWP
30
Stratos Wealth Partners
Ohio
$858K +$1.22K +106 +0.1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$801K -$13K -1,131 -2%
DC
32
Davenport & Co
Virginia
$781K -$71.1K -6,202 -8%
Stifel Financial
33
Stifel Financial
Missouri
$687K -$746 -65 -0.1%
CRC
34
Curi RMB Capital
Illinois
$669K -$102K -8,910 -13%
Truist Financial
35
Truist Financial
North Carolina
$644K – – –
KAS
36
Kestra Advisory Services
Texas
$582K +$330K +28,777 +131%
PCIA
37
Prime Capital Investment Advisors
Kansas
$511K -$47.9K -4,175 -9%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$503K -$4.52K -400 -0.9%
MA
39
MKT Advisors
California
$487K -$50.4K -4,500 -9%
IAIM
40
International Assets Investment Management
Florida
$440K +$424 +37 +0.1%
PFS
41
Prospera Financial Services
Texas
$426K -$17.2K -1,500 -4%
CAN
42
Cetera Advisor Networks
California
$400K -$20.1K -1,750 -5%
CW
43
Connectus Wealth
Ohio
$367K +$18.9K +1,650 +5%
TWP
44
Tempus Wealth Planning
California
$351K +$351K +30,565 New
BW
45
Bison Wealth
Georgia
$301K -$5.49K -479 -2%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$292K -$27.1K -2,363 -9%
SSWM
47
Sheets Smith Wealth Management
North Carolina
$279K -$10.6K -920 -4%
GLLW
48
Graves Light Lenhart Wealth
Virginia
$273K – – –
OC
49
Oarsman Capital
Wisconsin
$266K -$1.72K -150 -0.6%
MWM
50
Meridian Wealth Management
Kentucky
$262K +$10K +873 +4%
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