CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

113 hedge funds and large institutions have $146M invested in Calamos Convertible and High Income Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+8
Holders Change %
+7.62%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
37
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWBC
1
J.W. Burns & Co
New York
$1.14M
2
AAM
2
Advisors Asset Management
Colorado
$7.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.59M
4
PWSG
4
Pacific Wealth Strategies Group
California
$6.73M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.4M

Top Sellers

1
Mariner
1
Mariner
Kansas
$2.63M
2
Invesco
2
Invesco
Georgia
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$162K
4
KAS
4
Kestra Advisory Services
Texas
$245K
5
GC
5
Guggenheim Capital
Illinois
$7.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
51
Graves Light Lenhart Wealth
Virginia
$265K – – –
OC
52
Oarsman Capital
Wisconsin
$261K -$8.65K -775 -3%
SWM
53
Spire Wealth Management
Virginia
$253K -$58.1K -5,209 -19%
AWS
54
Atria Wealth Solutions
New York
$247K -$42.7K -3,826 -15%
MWM
55
Meridian Wealth Management
Kentucky
$246K +$6.28K +563 +3%
KAS
56
Kestra Advisory Services
Texas
$245K -$323K -28,906 -57%
FAIM
57
Financial Advocates Investment Management
Washington
$239K +$3.83K +343 +2%
RW
58
RVW Wealth
California
$231K – – –
CPIG
59
Chicago Partners Investment Group
Illinois
$221K +$2K +182 +0.9%
TA
60
TFG Advisers
Michigan
$208K +$3.72K +333 +2%
MWM
61
Melfa Wealth Management
Massachusetts
$199K – – –
OA
62
Oxbow Advisors
Texas
$195K – – –
SFS
63
Summit Financial Strategies
Ohio
$188K – – –
EWA
64
EP Wealth Advisors
California
$184K +$184K +16,487 New
BRWA
65
B. Riley Wealth Advisors
Florida
$182K -$68.7K -6,157 -27%
MML Investors Services
66
MML Investors Services
Massachusetts
$181K -$22.8K -2,043 -11%
RIA
67
Realta Investment Advisors
Delaware
$180K – – –
AFG
68
Atomi Financial Group
New York
$176K – – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$162K -$332K -29,775 -67%
LMKC
70
L.M. Kohn & Company
Ohio
$158K +$5.41K +485 +4%
VCP
71
Verus Capital Partners
Arizona
$158K +$35K +3,140 +28%
RJT
72
Raymond James Trust
Florida
$158K – – –
CW
73
Cook Wealth
North Carolina
$152K +$152K +14,038 New
GWM
74
Geneos Wealth Management
Colorado
$146K – – –
OC
75
Oppenheimer & Co
New York
$140K +$5.33K +478 +4%
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3
4 5