CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

124 hedge funds and large institutions have $154M invested in Calamos Convertible and High Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
42
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$9.15M
2
OFS
2
OneAscent Financial Services
Alabama
$933K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.93M
4
KAS
4
Kestra Advisory Services
Texas
$787K
5
Morgan Stanley
5
Morgan Stanley
New York
$14.9M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$404K
2
IAIM
2
International Assets Investment Management
Florida
$559K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$1.64M
5
AAM
5
Advisors Asset Management
Colorado
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$1.05M -$67.5K -5,563 -6%
OFS
27
OneAscent Financial Services
Alabama
$933K +$933K +76,879 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$925K -$20.3K -1,676 -2%
SA
29
SFI Advisors
New Jersey
$810K +$42.7K +3,518 +6%
MCP
30
Mirador Capital Partners
California
$796K -$152K -12,483 -16%
KAS
31
Kestra Advisory Services
Texas
$787K +$517K +42,596 +192%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$759K -$9.48K -781 -1%
Stifel Financial
33
Stifel Financial
Missouri
$715K +$5.2K +428 +0.7%
SIC
34
Samalin Investment Counsel
New York
$674K -$111K -9,162 -14%
CRC
35
Curi RMB Capital
Illinois
$653K – – –
Truist Financial
36
Truist Financial
North Carolina
$604K – – –
BPA
37
Beacon Pointe Advisors
California
$602K +$79.2K +6,521 +15%
UBP
38
Union Bancaire Privee
Switzerland
$578K +$578K +48,557 New
LWMM
39
Legacy Wealth Management (Mississippi)
Mississippi
$561K +$546 +45 +0.1%
IAIM
40
International Assets Investment Management
Florida
$559K -$2.59M -216,696 -82%
MA
41
MKT Advisors
California
$532K -$22.2K -1,906 -4%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$503K -$14.6K -1,200 -3%
DC
43
Davenport & Co
Virginia
$491K -$83.2K -6,852 -14%
PFS
44
Prospera Financial Services
Texas
$405K -$7.47K -615 -2%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$404K -$3.58M -294,605 -90%
NPAN
46
Northeast Planning Associates NH
New Hampshire
$370K +$370K +30,482 New
WCM
47
Winebrenner Capital Management
Kentucky
$364K +$364K +30,000 New
PI
48
PFG Investments
New York
$362K +$77.5K +6,380 +27%
MWM
49
Meridian Wealth Management
Kentucky
$360K +$57.4K +4,728 +19%
SSWM
50
Sheets Smith Wealth Management
North Carolina
$324K +$1.02K +84 +0.3%
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