CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

120 hedge funds and large institutions have $152M invested in Calamos Convertible and High Income Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
43
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$25.1M
2
AWA
2
Aquire Wealth Advisors
Utah
$889K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$659K
4
CCA
4
Cadent Capital Advisors
Oklahoma
$592K
5
Wells Fargo
5
Wells Fargo
California
$6.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
AAM
2
Advisors Asset Management
Colorado
$4.33M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.88M
4
UBS Group
4
UBS Group
Switzerland
$1.92M
5
GC
5
Guggenheim Capital
Illinois
$8.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
51
Sheets Smith Wealth Management
North Carolina
$288K +$945 +80 +0.3%
GLLW
52
Graves Light Lenhart Wealth
Virginia
$281K – – –
OC
53
Oarsman Capital
Wisconsin
$280K +$6.08K +515 +2%
AWS
54
Atria Wealth Solutions
New York
$276K +$7.82K +662 +3%
FAIM
55
Financial Advocates Investment Management
Washington
$257K +$1.7K +144 +0.7%
RJT
56
Raymond James Trust
Florida
$247K +$79.8K +6,753 +48%
SWM
57
Spire Wealth Management
Virginia
$242K +$3.82K +323 +2%
PI
58
PFG Investments
New York
$239K +$239K +20,216 New
CPIG
59
Chicago Partners Investment Group
Illinois
$238K +$4.14K +362 +2%
T
60
TNF
Montana
$231K +$1.24K +109 +0.5%
BPA
61
Beacon Pointe Advisors
California
$229K +$25.6K +2,168 +13%
TA
62
TFG Advisers
Michigan
$227K +$3.83K +324 +2%
CW
63
Cook Wealth
North Carolina
$213K +$52.3K +4,693 +33%
MWM
64
Melfa Wealth Management
Massachusetts
$211K – – –
OA
65
Oxbow Advisors
Texas
$207K – – –
SFS
66
Summit Financial Strategies
Ohio
$195K – – –
EWA
67
EP Wealth Advisors
California
$195K – – –
OC
68
Oppenheimer & Co
New York
$193K +$54.7K +4,629 +39%
LMKC
69
L.M. Kohn & Company
Ohio
$193K +$22.4K +1,900 +13%
BRWA
70
B. Riley Wealth Advisors
Florida
$182K -$7.31K -655 -4%
AFG
71
Atomi Financial Group
New York
$176K -$1K -85 -0.6%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$171K -$130K -10,991 -43%
RIA
73
Realta Investment Advisors
Delaware
$166K -$3.63K -307 -2%
CA
74
Cetera Advisors
Colorado
$165K +$165K +14,001 New
DADC
75
D.A. Davidson & Co
Montana
$158K -$1.18K -100 -0.7%
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3
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