CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

105 hedge funds and large institutions have $144M invested in Calamos Convertible and High Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-11
Holders Change %
-9.48%
% 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
7
Increased
33
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.4M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$590K
3
AWM
3
AE Wealth Management
Kansas
$2.56M
4
GC
4
Guggenheim Capital
Illinois
$7.74M
5
Bank of America
5
Bank of America
North Carolina
$23.2M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$306K
2
Morgan Stanley
2
Morgan Stanley
New York
$18.9M
3
AAM
3
Advisors Asset Management
Colorado
$6.84M
4
Ameriprise
4
Ameriprise
Minnesota
$2.46M
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
51
Sheets Smith Wealth Management
North Carolina
$283K +$910 +81 +0.3%
OC
52
Oarsman Capital
Wisconsin
$271K -$6.74K -600 -2%
GLLW
53
Graves Light Lenhart Wealth
Virginia
$268K – – –
BRWA
54
B. Riley Wealth Advisors
Florida
$253K -$17.3K -1,538 -6%
MWM
55
Meridian Wealth Management
Kentucky
$241K +$22.2K +1,977 +10%
FAIM
56
Financial Advocates Investment Management
Washington
$237K +$237K +21,095 New
SC
57
Sykon Capital
New York
$236K +$236K +21,000 New
RW
58
RVW Wealth
California
$232K – – –
CPIG
59
Chicago Partners Investment Group
Illinois
$228K -$31.9K -2,802 -12%
SA
60
SAM Advisors
California
$220K +$220K +19,685 New
TA
61
TFG Advisers
Michigan
$205K +$15.1K +1,343 +8%
MML Investors Services
62
MML Investors Services
Massachusetts
$205K -$908 -81 -0.4%
MWM
63
Melfa Wealth Management
Massachusetts
$200K – – –
OA
64
Oxbow Advisors
Texas
$197K -$7.41K -660 -4%
SFS
65
Summit Financial Strategies
Ohio
$189K +$4.04K +360 +2%
RIA
66
Realta Investment Advisors
Delaware
$180K +$20.2K +1,798 +13%
AFG
67
Atomi Financial Group
New York
$177K +$7.2K +641 +4%
BPA
68
Beacon Pointe Advisors
California
$168K +$1.73K +154 +1%
RJT
69
Raymond James Trust
Florida
$159K – – –
LMKC
70
L.M. Kohn & Company
Ohio
$154K – – –
GWM
71
Geneos Wealth Management
Colorado
$146K +$112K +10,000 +329%
DADC
72
D.A. Davidson & Co
Montana
$136K – – –
OC
73
Oppenheimer & Co
New York
$135K -$12.6K -1,119 -8%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$131K +$131K +11,656 New
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$130K -$4.71K -420 -3%
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3
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