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CHY

Calamos Convertible and High Income Fund
CHY

117 hedge funds and large institutions have $142M invested in Calamos Convertible and High Income Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

3% more funds holding

Funds holding: 114 → 117 (+3)

1% more capital invested

Capital invested by funds: $141M → $142M (+$1.11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.18% less ownership

Funds ownership: 17.68% → 17.5% (-0.18%)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% 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
17
Increased
39
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$587K
2
PWSG
Pacific Wealth Strategies Group
California
+$559K
3
Morgan Stanley
Morgan Stanley
New York
+$522K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$474K
5
OFG
OTA Financial Group
New York
+$354K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.57M
2
GC
Guggenheim Capital
Illinois
-$1.21M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$701K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$663K
5
CA
Cornerstone Advisory
Maryland
-$528K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
51
Graves Light Lenhart Wealth
Virginia
$260K – – –
CPIG
52
Chicago Partners Investment Group
Illinois
$246K +$2.01K +169 +0.7%
AWM
53
Axxcess Wealth Management
California
$243K – – –
KAS
54
Kestra Advisory Services
Texas
$242K -$140K -11,808 -35%
RW
55
RVW Wealth
California
$226K +$246K +20,700 New
MWM
56
Meridian Wealth Management
Kentucky
$213K +$40.8K +3,436 +21%
MML Investors Services
57
MML Investors Services
Massachusetts
$201K -$21.8K -1,835 -9%
OA
58
Oxbow Advisors
Texas
$198K – – –
MWM
59
Melfa Wealth Management
Massachusetts
$195K +$1.33K +112 +0.6%
TA
60
TFG Advisers
Michigan
$185K -$463 -39 -0.2%
SFS
61
Summit Financial Strategies
Ohio
$180K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$175K +$190K +16,000 New
Jane Street
63
Jane Street
New York
$169K +$184K +15,502 New
AFG
64
Atomi Financial Group
New York
$165K +$180K +15,127 New
BPA
65
Beacon Pointe Advisors
California
$162K – – –
EWA
66
Exencial Wealth Advisors
Oklahoma
$161K – – –
Corient Private Wealth
67
Corient Private Wealth
Florida
$159K +$173K +14,584 New
RIA
68
Realta Investment Advisors
Delaware
$155K +$17.9K +1,510 +12%
RJT
69
Raymond James Trust
Florida
$154K – – –
AAS
70
Avantax Advisory Services
Texas
$151K +$164K +13,849 New
LMKC
71
L.M. Kohn & Company
Ohio
$150K -$2.97K -250 -2%
OC
72
Oppenheimer & Co
New York
$144K +$47 +4 +0%
MW
73
Marcum Wealth
Ohio
$142K +$2.55K +215 +2%
VF
74
Virtu Financial
New York
$133K +$144K +12,136 New
DADC
75
D.A. Davidson & Co
Montana
$133K +$144K +12,150 New
1 2
3
4 5

CHY Hedge Fund Activity: Q1 2023 in Review

117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q1 2023, worth a combined $142M — up 0.79% from $141M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CHY positions and 13 closed out — a net gain of 4 holders — while 39 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $587K. The largest seller was Ameriprise, cutting an estimated $1.57M.

  • 117 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q1 2023, up from 114 in Q4 2022.
  • Funds reported $142M of Calamos Convertible and High Income Fund stock for Q1 2023, up 0.79% quarter-over-quarter.
  • 17 funds opened new Calamos Convertible and High Income Fund positions in Q1 2023 and 13 closed out, a net change of +4 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q1 2023 was Bank of America, an estimated $587K added.
  • The largest Calamos Convertible and High Income Fund seller in Q1 2023 was Ameriprise, an estimated $1.57M sold.

Based on aggregated 13F filings for Q1 2023.