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CHY

Calamos Convertible and High Income Fund

135 hedge funds and large institutions have $133M invested in Calamos Convertible and High Income Fund in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

8% more funds holding

Funds holding: 125135 (+10)

0.63% more ownership

Funds ownership: 16.69%17.32% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

14% less capital invested

Capital invested by funds: $154M → $133M (-$20.8M)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
39
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$1.24M -$52K -4,706 -4%
NA
27
NewEdge Advisors
Louisiana
$1.23M +$116K +10,475 +9%
AWM
28
Apollon Wealth Management
South Carolina
$1.1M -$14K -1,264 -1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.07M -$13.6K -1,230 -1%
RCM
30
Rivernorth Capital Management
Florida
$953K +$1.04M +94,353 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$794K +$26.7K +2,414 +3%
SA
32
SFI Advisors
New Jersey
$705K +$34.3K +3,105 +5%
OFS
33
OneAscent Financial Services
Alabama
$674K -$112K -10,156 -13%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$667K +$731K +66,064 New
Stifel Financial
35
Stifel Financial
Missouri
$651K +$61.2K +5,535 +9%
MCP
36
Mirador Capital Partners
California
$649K -$14.4K -1,305 -2%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$649K +$19.4K +1,751 +3%
LI
38
LifeWealth Investments
Florida
$588K +$473K +42,799 +277%
SIC
39
Samalin Investment Counsel
New York
$564K +$3.54K +320 +0.6%
CRC
40
Curi RMB Capital
Illinois
$544K
SWP
41
Stratos Wealth Partners
Ohio
$532K -$375K -33,927 -39%
Truist Financial
42
Truist Financial
North Carolina
$503K
BPA
43
Beacon Pointe Advisors
California
$472K -$31.7K -2,867 -6%
IAIM
44
International Assets Investment Management
Florida
$472K -$387 -35 -0.1%
JWCA
45
J.W. Cole Advisors
Florida
$415K +$455K +41,133 New
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$406K -$14.4K -1,300 -3%
RAM
47
Readystate Asset Management
Illinois
$402K +$441K +39,845 New
MA
48
MKT Advisors
California
$395K -$28.9K -2,614 -6%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$371K +$406K +36,694 New
DC
50
Davenport & Co
Virginia
$364K -$48.4K -4,380 -11%

CHY Hedge Fund Activity: Q1 2025 in Review

135 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q1 2025, worth a combined $133M — down 14% from $154M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CHY positions and 10 closed out — a net gain of 13 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Cornerstone Advisory, opening a new position worth an estimated $4.7M. The largest seller was Royal Bank of Canada, cutting an estimated $5.71M.

  • 135 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $133M of Calamos Convertible and High Income Fund stock for Q1 2025, down 14% quarter-over-quarter.
  • 23 funds opened new Calamos Convertible and High Income Fund positions in Q1 2025 and 10 closed out, a net change of +13 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q1 2025 was Cornerstone Advisory, an estimated $4.7M added.
  • The largest Calamos Convertible and High Income Fund seller in Q1 2025 was Royal Bank of Canada, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2025.