CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

97 hedge funds and large institutions have $198M invested in Calamos Convertible and High Income Fund in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
49
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
1
Geller Advisors
New York
$2.11M
2
PWSG
2
Pacific Wealth Strategies Group
California
$9.49M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.6M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.67M
5
RJA
5
Raymond James & Associates
Florida
$3.41M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.4M
2
Bank of America
2
Bank of America
North Carolina
$32M
3
AWM
3
AE Wealth Management
Kansas
$3.48M
4
NFSG
4
Newbridge Financial Services Group
Florida
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$311K +$246K +15,767 +381%
SWM
52
Sugarloaf Wealth Management
Georgia
$305K +$1.72K +110 +0.6%
OA
53
Oxbow Advisors
Texas
$292K +$7.82K +500 +3%
VF
54
Virtu Financial
New York
$286K +$286K +18,325 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$284K -$93.1K -5,953 -25%
SWM
56
SeaCrest Wealth Management
New York
$273K +$546 +35 +0.2%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$266K -$370K – –
Creative Planning
58
Creative Planning
Kansas
$256K +$7.41K +474 +3%
LWM
59
Laidlaw Wealth Management
New York
$246K +$24.3K +1,555 +11%
BPA
60
Beacon Pointe Advisors
California
$236K +$236K +15,068 New
CA
61
Cetera Advisors
Colorado
$234K +$63.2K +4,035 +37%
GWM
62
Geneos Wealth Management
Colorado
$227K -$7.99K -512 -3%
NA
63
NewEdge Advisors
Louisiana
$221K +$1.3K +83 +0.6%
HI
64
Harbour Investments
Wisconsin
$210K – – –
MW
65
Marcum Wealth
Ohio
$198K +$2.21K +141 +1%
CWC
66
Carolinas Wealth Consulting
North Carolina
$197K +$235 +15 +0.1%
EWA
67
Exencial Wealth Advisors
Oklahoma
$191K +$12.4K +794 +7%
CFGS
68
Concourse Financial Group Securities
Alabama
$183K +$906 +58 +0.5%
TA
69
TFG Advisers
Michigan
$183K +$17.9K +1,145 +11%
BRWA
70
B. Riley Wealth Advisors
Florida
$169K +$565 +36 +0.3%
MIC
71
Meridian Investment Counsel
California
$167K -$7.8K -500 -4%
WS
72
Wedbush Securities
California
$166K +$166K +10,607 New
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$165K +$165K +10,584 New
KPWS
74
Kestra Private Wealth Services
Texas
$157K +$157K +10,050 New
VA
75
Valmark Advisers
Ohio
$156K – – –
1 2
3
4 5