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CHY

Calamos Convertible and High Income Fund
CHY

136 hedge funds and large institutions have $141M invested in Calamos Convertible and High Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

6% more capital invested

Capital invested by funds: $133M → $141M (+$7.97M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 135 → 136 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.16% less ownership

Funds ownership: 17.32% → 16.16% (-1.2%)

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
47
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.91M
2
Cohen & Steers
Cohen & Steers
New York
+$1.09M
3
AAM
Advisors Asset Management
Colorado
+$866K
4
SG
StoneX Group
New York
+$708K
5
KAS
Kestra Advisory Services
Texas
+$485K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.76M
2
RCM
Rivernorth Capital Management
Florida
-$953K
3
JWBC
J.W. Burns & Co
New York
-$801K
4
PWSG
Pacific Wealth Strategies Group
California
-$754K
5
SA
SFI Advisors
New Jersey
-$705K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$1.34M -$3.37K -328 -0.3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.32M +$147K +14,285 +14%
AWM
28
Apollon Wealth Management
South Carolina
$1.14M -$51.6K -5,021 -5%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.09M +$215K +20,909 +27%
NA
30
NewEdge Advisors
Louisiana
$1.09M -$228K -22,197 -18%
KAS
31
Kestra Advisory Services
Texas
$790K +$485K +47,188 +191%
Stifel Financial
32
Stifel Financial
Missouri
$776K +$63.1K +6,136 +10%
SG
33
StoneX Group
New York
$756K +$708K +68,815 New
SWP
34
Stratos Wealth Partners
Ohio
$732K +$142K +13,844 +26%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$730K +$3.62K +352 +0.5%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$710K +$3.39K +330 +0.5%
MCP
37
Mirador Capital Partners
California
$681K -$24.3K -2,364 -4%
LI
38
LifeWealth Investments
Florida
$674K +$31.8K +3,090 +5%
CRC
39
Curi RMB Capital
Illinois
$591K – – –
SIC
40
Samalin Investment Counsel
New York
$563K -$47.2K -4,592 -8%
Truist Financial
41
Truist Financial
North Carolina
$547K – – –
IAIM
42
International Assets Investment Management
Florida
$508K -$4.36K -424 -0.9%
BPA
43
Beacon Pointe Advisors
California
$493K -$19.4K -1,887 -4%
MA
44
MKT Advisors
California
$458K -$13.5K -1,314 -3%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$442K +$1.03K +100 +0.2%
JWCA
46
J.W. Cole Advisors
Florida
$434K -$16.4K -1,599 -4%
RAM
47
Readystate Asset Management
Illinois
$430K -$7.35K -715 -2%
DC
48
Davenport & Co
Virginia
$340K -$53.1K -5,164 -14%
MWM
49
Meridian Wealth Management
Kentucky
$336K +$15.6K +1,521 +5%
CIA
50
Concurrent Investment Advisors
Florida
$333K +$49.3K +4,796 +19%
1
2
3 4 5

CHY Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q2 2025, worth a combined $141M — up 6% from $133M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CHY positions and 13 closed out — a net gain of 1 holder — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.91M. The largest seller was Bank of America, cutting an estimated $8.76M.

  • 136 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q2 2025, up from 135 in Q1 2025.
  • Funds reported $141M of Calamos Convertible and High Income Fund stock for Q2 2025, up 6% quarter-over-quarter.
  • 14 funds opened new Calamos Convertible and High Income Fund positions in Q2 2025 and 13 closed out, a net change of +1 holder.
  • The largest Calamos Convertible and High Income Fund buyer in Q2 2025 was Wells Fargo, an estimated $5.91M added.
  • The largest Calamos Convertible and High Income Fund seller in Q2 2025 was Bank of America, an estimated $8.76M sold.

Based on aggregated 13F filings for Q2 2025.