CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

92 hedge funds and large institutions have $125M invested in Calamos Convertible and High Income Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
30
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$2.71M
2
CWM
2
Cornerstone Wealth Management
Missouri
$2.31M
3
NEIRG
3
New England Investment & Retirement Group
Massachusetts
$5.06M
4
SS
4
Simplicity Solutions
Minnesota
$2.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.1M

Top Sellers

1
CA
1
Cornerstone Advisory
Maryland
$128K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$697K
3
GFPC
3
Global Financial Private Capital
Florida
$1.16M
4
AAM
4
Advisors Asset Management
Colorado
$1.81M
5
GC
5
Guggenheim Capital
Illinois
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
51
Meridian Investment Counsel
California
$143K – – –
BRC
52
Bell Rock Capital
Delaware
$143K +$502 +39 +0.4%
HCM
53
Hollencrest Capital Management
California
$140K – – –
CG
54
Cutler Group
California
$138K – – –
OC
55
Oppenheimer & Co
New York
$137K – – –
MML Investors Services
56
MML Investors Services
Massachusetts
$135K -$24.5K -1,922 -15%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$134K +$134K +10,500 New
IWC
58
Integrated Wealth Concepts
Massachusetts
$131K -$741 -58 -0.6%
RA
59
RFG Advisory
Alabama
$129K +$129K +10,158 New
CA
60
Cornerstone Advisory
Maryland
$128K -$5.9M -461,285 -98%
GEA
61
Glen Eagle Advisors
New Jersey
$109K – – –
US Bancorp
62
US Bancorp
Minnesota
$76K – – –
IFAM
63
Institutional & Family Asset Management
Colorado
$72K +$812 +64 +1%
IA
64
IFP Advisors
Florida
$70K +$17.2K +1,358 +33%
SEI Investments
65
SEI Investments
Pennsylvania
$69K +$7.44K +580 +12%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$69K +$59.9K +4,750 +654%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$65K +$3.19K +250 +5%
BC
68
Bartlett & Co
Ohio
$65K +$3.18K +250 +5%
JA
69
JOYN Advisors
Georgia
$64K – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$63K -$42.8K -3,395 -40%
FHA
71
Flagship Harbor Advisors
Massachusetts
$54K +$54K +4,266 New
SPIA
72
Steward Partners Investment Advisory
New York
$45K +$19.3K +1,500 +75%
WB
73
Webster Bank
Connecticut
$34K – – –
OBWP
74
O'Brien Wealth Partners
Massachusetts
$32K – – –
SF
75
Synovus Financial
Georgia
$27K +$655 +51 +2%
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3
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