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Calamos Convertible and High Income Fund

128 hedge funds and large institutions have $151M invested in Calamos Convertible and High Income Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

3% more capital invested

Capital invested by funds: $147M → $151M (+$3.79M)

0.18% more ownership

Funds ownership: 16.58%16.76% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 133128 (-5)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
45
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$1.31M +$38.8K +3,388 +3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.04M +$18.2K +1,593 +2%
PFO
28
PMG Family Office
Texas
$983K -$223K -19,430 -18%
AWM
29
Apollon Wealth Management
South Carolina
$957K -$120K -10,471 -11%
JWBC
30
J.W. Burns & Co
New York
$931K -$1.17M -102,518 -55%
NA
31
NewEdge Advisors
Louisiana
$929K -$13K -1,132 -1%
BCM
32
Boreal Capital Management
Florida
$901K
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$855K -$296K -25,836 -25%
NWA
34
Navis Wealth Advisors
New York
$784K +$794K +69,327 New
AFG
35
Atomi Financial Group
New York
$754K +$430K +37,552 +129%
Stifel Financial
36
Stifel Financial
Missouri
$717K -$2.86K -250 -0.4%
SWP
37
Stratos Wealth Partners
Ohio
$688K -$31.2K -2,720 -4%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$634K +$437K +38,115 +213%
SIC
39
Samalin Investment Counsel
New York
$627K +$40.7K +3,555 +7%
CCA
40
Cadent Capital Advisors
Oklahoma
$622K
CRC
41
Curi RMB Capital
Illinois
$589K -$24.9K -2,175 -4%
LWMM
42
Legacy Wealth Management (Mississippi)
Mississippi
$576K +$2.08K +182 +0.4%
ACM
43
Arlington Capital Management
Illinois
$552K +$559K +48,774 New
BPA
44
Beacon Pointe Advisors
California
$464K +$49.1K +4,288 +12%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$442K -$4.58K -400 -1%
PI
46
PFG Investments
New York
$418K +$109K +9,500 +35%
MA
47
MKT Advisors
California
$417K -$42.7K -3,731 -9%
Truist Financial
48
Truist Financial
North Carolina
$413K -$181K -15,774 -30%
JWCA
49
J.W. Cole Advisors
Florida
$403K -$10.5K -916 -3%
CFGW
50
Chancellor Financial Group WB
Pennsylvania
$403K +$10.1K +881 +3%