CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

120 hedge funds and large institutions have $138M invested in Calamos Convertible and High Income Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
120
Holders Change
–
Holders Change %
0%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
39
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DBIA
1
Dumont & Blake Investment Advisors
New Jersey
$5.21M
2
JWBC
2
J.W. Burns & Co
New York
$2.1M
3
LCM
3
Landscape Capital Management
New Jersey
$445K
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$372K
5
UBS Group
5
UBS Group
Switzerland
$2.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.5M
2
AWM
2
AE Wealth Management
Kansas
$229K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.55M
4
AAM
4
Advisors Asset Management
Colorado
$3.18M
5
AWA
5
Aquire Wealth Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Apollon Wealth Management
South Carolina
$1.04M +$18.3K +1,636 +2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$961K -$73.7K -6,606 -7%
MCP
28
Mirador Capital Partners
California
$913K -$70K -6,268 -7%
SIC
29
Samalin Investment Counsel
New York
$897K -$185K -16,596 -17%
SWP
30
Stratos Wealth Partners
Ohio
$828K +$2.1K +188 +0.3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$682K +$60.1K +5,382 +10%
Stifel Financial
32
Stifel Financial
Missouri
$643K -$56.6K -5,068 -8%
CRC
33
Curi RMB Capital
Illinois
$601K -$50.6K -4,535 -8%
KAS
34
Kestra Advisory Services
Texas
$600K -$135K -12,058 -18%
Truist Financial
35
Truist Financial
North Carolina
$555K -$15.6K -1,400 -3%
DC
36
Davenport & Co
Virginia
$549K -$83.1K -7,446 -13%
MA
37
MKT Advisors
California
$534K +$3.09K +274 +0.6%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$487K – – –
BPA
39
Beacon Pointe Advisors
California
$482K +$265K +23,726 +122%
LCM
40
Landscape Capital Management
New Jersey
$445K +$445K +39,842 New
PFS
41
Prospera Financial Services
Texas
$396K -$19K -1,700 -5%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$372K +$372K +33,310 New
PCIA
43
Prime Capital Investment Advisors
Kansas
$328K -$82K -7,351 -20%
BW
44
Bison Wealth
Georgia
$313K – – –
WAM
45
Wolverine Asset Management
Illinois
$290K +$290K +25,947 New
MWM
46
Meridian Wealth Management
Kentucky
$278K +$278K +24,876 New
SSWM
47
Sheets Smith Wealth Management
North Carolina
$274K +$971 +87 +0.4%
GLLW
48
Graves Light Lenhart Wealth
Virginia
$266K – – –
AWS
49
Atria Wealth Solutions
New York
$251K -$10K -899 -4%
FAIM
50
Financial Advocates Investment Management
Washington
$244K +$1.76K +158 +0.7%
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