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CHY

Calamos Convertible and High Income Fund
CHY

133 hedge funds and large institutions have $147M invested in Calamos Convertible and High Income Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

5% more capital invested

Capital invested by funds: $141M → $147M (+$6.4M)

0.42% more ownership

Funds ownership: 16.16% → 16.58% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 136 → 133 (-3)

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% 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
18
Increased
44
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$7.05M
2
RCM
Rivernorth Capital Management
Florida
+$1.49M
3
WAM
Wolverine Asset Management
Illinois
+$1.15M
4
Cohen & Steers
Cohen & Steers
New York
+$1.11M
5
LPL Financial
LPL Financial
California
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.87M
2
LCM
Landscape Capital Management
New Jersey
-$2.05M
3
GC
Guggenheim Capital
Illinois
-$857K
4
SG
StoneX Group
New York
-$756K
5
Mariner
Mariner
Kansas
-$668K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.45M +$99K +8,991 +8%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.4M +$662K +60,127 +93%
KPWS
28
Kestra Private Wealth Services
Texas
$1.26M -$110K -9,945 -8%
PFO
29
PMG Family Office
Texas
$1.19M +$1.17M +106,353 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.14M +$20.4K +1,850 +2%
AWM
31
Apollon Wealth Management
South Carolina
$1.07M -$97.1K -8,815 -8%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.02M +$268K +24,341 +37%
NA
33
NewEdge Advisors
Louisiana
$934K -$176K -15,988 -16%
Stifel Financial
34
Stifel Financial
Missouri
$714K -$76K -6,901 -10%
SWP
35
Stratos Wealth Partners
Ohio
$713K -$33K -2,997 -5%
LI
36
LifeWealth Investments
Florida
$712K +$23.7K +2,150 +4%
CCA
37
Cadent Capital Advisors
Oklahoma
$617K +$275K +25,000 +83%
CRC
38
Curi RMB Capital
Illinois
$604K – – –
LCM
39
Landscape Capital Management
New Jersey
$591K -$2.05M -186,143 -78%
Truist Financial
40
Truist Financial
North Carolina
$586K +$27.4K +2,488 +5%
SIC
41
Samalin Investment Counsel
New York
$582K +$7.04K +639 +1%
LWMM
42
Legacy Wealth Management (Mississippi)
Mississippi
$569K +$310K +28,194 +125%
IAIM
43
International Assets Investment Management
Florida
$508K – – –
MA
44
MKT Advisors
California
$451K -$16.5K -1,500 -4%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$442K -$7.71K -700 -2%
Jane Street
46
Jane Street
New York
$434K +$161K +14,602 +61%
BPA
47
Beacon Pointe Advisors
California
$412K -$89.9K -8,159 -18%
JWCA
48
J.W. Cole Advisors
Florida
$410K -$32.9K -2,986 -8%
CFGW
49
Chancellor Financial Group WB
Pennsylvania
$390K +$118K +10,692 +44%
MCP
50
Mirador Capital Partners
California
$368K -$321K -29,148 -47%
1
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CHY Hedge Fund Activity: Q3 2025 in Review

133 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q3 2025, worth a combined $147M — up 4.5% from $141M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CHY positions and 15 closed out — a net gain of 3 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $7.05M. The largest seller was Bank of America, cutting an estimated $2.87M.

  • 133 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q3 2025, down from 136 in Q2 2025.
  • Funds reported $147M of Calamos Convertible and High Income Fund stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 18 funds opened new Calamos Convertible and High Income Fund positions in Q3 2025 and 15 closed out, a net change of +3 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q3 2025 was Penserra Capital Management, an estimated $7.05M added.
  • The largest Calamos Convertible and High Income Fund seller in Q3 2025 was Bank of America, an estimated $2.87M sold.

Based on aggregated 13F filings for Q3 2025.