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CHY

Calamos Convertible and High Income Fund
CHY

105 hedge funds and large institutions have $194M invested in Calamos Convertible and High Income Fund in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

26% more capital invested

Capital invested by funds: $154M → $194M (+$40.5M)

8% more funds holding

Funds holding: 97 → 105 (+8)

0.63% more ownership

Funds ownership: 17.87% → 18.5% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
43
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$2.14M
2
GC
Guggenheim Capital
Illinois
+$1.23M
3
Bank of America
Bank of America
North Carolina
+$750K
4
Wells Fargo
Wells Fargo
California
+$714K
5
PFS
Prospera Financial Services
Texas
+$672K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$1.08M
2
CRC
Curi RMB Capital
Illinois
-$833K
3
LPL Financial
LPL Financial
California
-$626K
4
SFS
Shaker Financial Services
Virginia
-$625K
5
Morgan Stanley
Morgan Stanley
New York
-$397K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$364K +$26.8K +2,058 +9%
SPC
52
Sigma Planning Corp
Michigan
$342K +$43.4K +3,330 +16%
GLLW
53
Graves Light Lenhart Wealth
Virginia
$340K – – –
Citigroup
54
Citigroup
New York
$310K +$44.3K +3,400 +19%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$307K +$677 +52 +0.2%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$290K +$118K +9,050 +80%
KOMWMG
57
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$274K +$4.29K +329 +2%
SWM
58
Sugarloaf Wealth Management
Georgia
$271K -$2.59K -199 -1%
OA
59
Oxbow Advisors
Texas
$268K -$2.55K -196 -1%
DADC
60
D.A. Davidson & Co
Montana
$213K -$52.1K -4,000 -21%
MSFS
61
Main Street Financial Solutions
Pennsylvania
$212K +$193K +14,850 New
DA
62
Doliver Advisors
Texas
$206K -$1.08M -83,056 -85%
CWC
63
Carolinas Wealth Consulting
North Carolina
$203K – – –
AAS
64
Avantax Advisory Services
Texas
$198K -$122K -9,346 -40%
Millennium Management
65
Millennium Management
New York
$186K +$169K +13,000 New
SWM
66
SeaCrest Wealth Management
New York
$180K -$24.5K -1,879 -13%
NA
67
NewEdge Advisors
Louisiana
$177K – – –
QCIG
68
Quad-Cities Investment Group
Iowa
$172K +$2.83K +217 +2%
MW
69
Marcum Wealth
Ohio
$164K +$1.78K +137 +1%
KPWS
70
Kestra Private Wealth Services
Texas
$164K +$15.3K +1,178 +12%
EWA
71
Exencial Wealth Advisors
Oklahoma
$163K +$149K +11,446 New
FAIM
72
Financial Advocates Investment Management
Washington
$162K +$1.56K +120 +1%
MIC
73
Meridian Investment Counsel
California
$160K – – –
NFSG
74
Newbridge Financial Services Group
Florida
$154K +$75.2K +5,775 +115%
MW
75
MBL Wealth
North Carolina
$152K +$130K +10,000 New
1 2
3
4 5

CHY Hedge Fund Activity: Q4 2020 in Review

105 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q4 2020, worth a combined $194M — up 26% from $154M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CHY positions and 7 closed out — a net gain of 9 holders — while 43 added to existing stakes and 28 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $2.14M. The largest seller was Doliver Advisors, cutting an estimated $1.08M.

  • 105 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $194M of Calamos Convertible and High Income Fund stock for Q4 2020, up 26% quarter-over-quarter.
  • 16 funds opened new Calamos Convertible and High Income Fund positions in Q4 2020 and 7 closed out, a net change of +9 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q4 2020 was Cohen & Steers, an estimated $2.14M added.
  • The largest Calamos Convertible and High Income Fund seller in Q4 2020 was Doliver Advisors, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2020.