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CHY

Calamos Convertible and High Income Fund
CHY

114 hedge funds and large institutions have $141M invested in Calamos Convertible and High Income Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

5% more funds holding

Funds holding: 109 → 114 (+5)

5% more capital invested

Capital invested by funds: $135M → $141M (+$6.24M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.33% less ownership

Funds ownership: 18.02% → 17.68% (-0.33%)

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
40
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.2M
2
Mariner
Mariner
Kansas
+$3.15M
3
GC
Guggenheim Capital
Illinois
+$1.06M
4
KPWS
Kestra Private Wealth Services
Texas
+$748K
5
PCIA
Prime Capital Investment Advisors
Kansas
+$740K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$2.5M
2
AAM
Advisors Asset Management
Colorado
-$1.99M
3
Bank of America
Bank of America
North Carolina
-$1.88M
4
WAM
Wolverine Asset Management
Illinois
-$457K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$271K +$4.36K +391 +2%
OC
52
Oarsman Capital
Wisconsin
$269K -$1.11K -100 -0.4%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$264K -$10.3K -925 -4%
GLLW
54
Graves Light Lenhart Wealth
Virginia
$251K – – –
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$248K +$262K +23,514 New
AWM
56
Axxcess Wealth Management
California
$235K +$248K +22,247 New
MML Investors Services
57
MML Investors Services
Massachusetts
$213K +$601 +54 +0.3%
BRWA
58
B. Riley Wealth Advisors
Florida
$208K +$30.9K +2,777 +17%
OA
59
Oxbow Advisors
Texas
$192K – – –
MWM
60
Melfa Wealth Management
Massachusetts
$187K +$197K +17,721 New
EWA
61
EP Wealth Advisors
California
$180K +$6.68K +600 +4%
TA
62
TFG Advisers
Michigan
$179K +$3.42K +307 +2%
SFS
63
Summit Financial Strategies
Ohio
$174K – – –
MWM
64
Meridian Wealth Management
Kentucky
$169K +$60.7K +5,454 +52%
Brown Advisory
65
Brown Advisory
Maryland
$164K +$173K +15,542 New
EA
66
Eudaimonia Advisors
Tennessee
$159K -$150K -13,469 -47%
BPA
67
Beacon Pointe Advisors
California
$156K +$165K +14,803 New
EWA
68
Exencial Wealth Advisors
Oklahoma
$155K – – –
SWP
69
Semus Wealth Partners
Florida
$150K +$159K +14,238 New
RJT
70
Raymond James Trust
Florida
$149K +$157K +14,134 New
LMKC
71
L.M. Kohn & Company
Ohio
$147K +$947 +85 +0.6%
OC
72
Oppenheimer & Co
New York
$139K +$147K +13,177 New
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$138K -$10.2K -913 -7%
GWM
74
Geneos Wealth Management
Colorado
$138K – – –
MW
75
Marcum Wealth
Ohio
$135K -$5.84K -524 -4%
1 2
3
4 5

CHY Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q4 2022, worth a combined $141M — up 4.6% from $135M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CHY positions and 10 closed out — a net gain of 8 holders — while 40 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.2M. The largest seller was Ameriprise, cutting an estimated $2.5M.

  • 114 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $141M of Calamos Convertible and High Income Fund stock for Q4 2022, up 4.6% quarter-over-quarter.
  • 18 funds opened new Calamos Convertible and High Income Fund positions in Q4 2022 and 10 closed out, a net change of +8 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q4 2022 was Morgan Stanley, an estimated $3.2M added.
  • The largest Calamos Convertible and High Income Fund seller in Q4 2022 was Ameriprise, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2022.