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CHY

Calamos Convertible and High Income Fund
CHY

108 hedge funds and large institutions have $213M invested in Calamos Convertible and High Income Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

10% more funds holding

Funds holding: 98 → 108 (+10)

7% more capital invested

Capital invested by funds: $199M → $213M (+$14.8M)

0.67% more ownership

Funds ownership: 17.24% → 17.91% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
42
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.32M
2
LPL Financial
LPL Financial
California
+$1.26M
3
AWM
Apollon Wealth Management
South Carolina
+$1.19M
4
Bank of America
Bank of America
North Carolina
+$807K
5
Morgan Stanley
Morgan Stanley
New York
+$704K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$562K
2
Invesco
Invesco
Georgia
-$380K
3
AAM
Advisors Asset Management
Colorado
-$372K
4
Wells Fargo
Wells Fargo
California
-$307K
5
VF
Virtu Financial
New York
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$358K -$3.29K -203 -0.9%
SSWM
52
Sheets Smith Wealth Management
North Carolina
$351K +$860 +53 +0.2%
KAS
53
Kestra Advisory Services
Texas
$336K -$250K -15,384 -43%
CPIG
54
Chicago Partners Investment Group
Illinois
$326K +$4.77K +294 +1%
APA
55
American Portfolios Advisors
New York
$324K +$2.35K +145 +0.7%
TNBTD
56
Trustmark National Bank Trust Department
Mississippi
$324K – – –
SWM
57
SeaCrest Wealth Management
New York
$300K +$17.4K +1,074 +6%
KOMWMG
58
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$297K +$298K +18,342 New
OA
59
Oxbow Advisors
Texas
$294K -$8.11K -500 -3%
SWM
60
Sugarloaf Wealth Management
Georgia
$291K -$25.4K -1,565 -8%
TA
61
TFG Advisers
Michigan
$272K +$83.2K +5,129 +44%
EWA
62
EP Wealth Advisors
California
$267K +$267K +16,487 New
SFS
63
Summit Financial Strategies
Ohio
$267K +$268K +16,489 New
LWM
64
Laidlaw Wealth Management
New York
$255K – – –
Creative Planning
65
Creative Planning
Kansas
$248K -$17.1K -1,051 -6%
EWA
66
Exencial Wealth Advisors
Oklahoma
$238K +$40K +2,464 +20%
GWM
67
Geneos Wealth Management
Colorado
$235K – – –
MW
68
Marcum Wealth
Ohio
$207K +$2.29K +141 +1%
BRWA
69
B. Riley Wealth Advisors
Florida
$203K +$28.4K +1,750 +16%
DADC
70
D.A. Davidson & Co
Montana
$203K +$203K +12,520 New
CA
71
Cetera Advisors
Colorado
$197K -$45K -2,774 -19%
CFGS
72
Concourse Financial Group Securities
Alabama
$191K +$730 +45 +0.4%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$174K +$3.2K +197 +2%
MIC
74
Meridian Investment Counsel
California
$173K – – –
WS
75
Wedbush Securities
California
$172K – – –
1 2
3
4 5

CHY Hedge Fund Activity: Q4 2021 in Review

108 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q4 2021, worth a combined $213M — up 7.4% from $199M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CHY positions and 5 closed out — a net gain of 11 holders — while 42 added to existing stakes and 28 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.32M. The largest seller was UBS Group, cutting an estimated $562K.

  • 108 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q4 2021, up from 98 in Q3 2021.
  • Funds reported $213M of Calamos Convertible and High Income Fund stock for Q4 2021, up 7.4% quarter-over-quarter.
  • 16 funds opened new Calamos Convertible and High Income Fund positions in Q4 2021 and 5 closed out, a net change of +11 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $1.32M added.
  • The largest Calamos Convertible and High Income Fund seller in Q4 2021 was UBS Group, an estimated $562K sold.

Based on aggregated 13F filings for Q4 2021.