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CHY

Calamos Convertible and High Income Fund

89 hedge funds and large institutions have $98.3M invested in Calamos Convertible and High Income Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

1.51% less ownership

Funds ownership: 14.34%12.83% (-1.5%)

5% less funds holding

Funds holding: 9489 (-5)

8% less capital invested

Capital invested by funds: $107M → $98.3M (-$8.87M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
39
Reduced
16
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
51
BB&T Securities
Virginia
$151K +$33.8K +3,275 +30%
KeyBank National Association
52
KeyBank National Association
Ohio
$144K +$15.5K +1,500 +12%
MFS
53
MSI Financial Services
Massachusetts
$135K +$40.2K +3,895 +44%
Truist Financial
54
Truist Financial
North Carolina
$120K +$908 +88 +0.8%
JIC
55
Johnson Investment Counsel
Ohio
$114K -$6.19K -600 -5%
CIA
56
Capital Investment Advisors
Georgia
$110K -$53.1K -5,150 -33%
AIA
57
Allegis Investment Advisors
Idaho
$110K -$42.7K -4,138 -28%
TNBTD
58
Trustmark National Bank Trust Department
Mississippi
$108K
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$104K +$712 +69 +0.7%
BC
60
Bartlett & Co
Ohio
$97K -$588 -57 -0.6%
CPIG
61
Chicago Partners Investment Group
Illinois
$70K
Creative Planning
62
Creative Planning
Kansas
$69K +$6.33K +614 +10%
US Bancorp
63
US Bancorp
Minnesota
$63K
JIC
64
Joel Isaacson & Co
New York
$61K
ASN
65
Advisory Services Network
Georgia
$51K
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K +$49.5K +4,800 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$42K +$28.6K +2,775 +227%
GWM
68
Geneos Wealth Management
Colorado
$37K
PFSC
69
Peoples Financial Services Corp
Pennsylvania
$30K
SEI Investments
70
SEI Investments
Pennsylvania
$24K +$11.4K +1,110 +97%
MFW
71
Mosaic Family Wealth
Missouri
$21K
EWM
72
Endurance Wealth Management
Rhode Island
$19K
AIM
73
Acrospire Investment Management
Illinois
$16K +$15.5K +1,500 New
DADC
74
D.A. Davidson & Co
Montana
$15K
AIM
75
Anchor Investment Management
South Carolina
$13.8K

CHY Hedge Fund Activity: Q2 2016 in Review

89 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q2 2016, worth a combined $98.3M — down 8.3% from $107M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CHY and 11 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 39 added.

The largest buyer was Ameriprise, adding an estimated $772K. The largest seller was LPL Financial, cutting an estimated $5.74M.

  • 89 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q2 2016, down from 94 in Q1 2016.
  • Funds reported $98.3M of Calamos Convertible and High Income Fund stock for Q2 2016, down 8.3% quarter-over-quarter.
  • 11 funds opened new Calamos Convertible and High Income Fund positions in Q2 2016 and 15 closed out, a net change of -4 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q2 2016 was Ameriprise, an estimated $772K added.
  • The largest Calamos Convertible and High Income Fund seller in Q2 2016 was LPL Financial, an estimated $5.74M sold.

Based on aggregated 13F filings for Q2 2016.