CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

119 hedge funds and large institutions have $157M invested in Calamos Convertible and High Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
42
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$8.15M
2
CCA
2
Cadent Capital Advisors
Oklahoma
$2.77M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.23M
4
MAM
4
Morse Asset Management
Connecticut
$1.56M
5
LPL Financial
5
LPL Financial
California
$14M

Top Sellers

1
DBIA
1
Dumont & Blake Investment Advisors
New Jersey
$2.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.2M
3
GC
3
Guggenheim Capital
Illinois
$7.6M
4
Cohen & Steers
4
Cohen & Steers
New York
$3.22M
5
AAM
5
Advisors Asset Management
Colorado
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
PFG Investments
New York
$280K +$48.2K +4,040 +21%
AWS
52
Atria Wealth Solutions
New York
$272K +$3.67K +308 +1%
MML Investors Services
53
MML Investors Services
Massachusetts
$269K +$111K +9,280 +70%
KAS
54
Kestra Advisory Services
Texas
$265K -$377K -31,567 -59%
CPIG
55
Chicago Partners Investment Group
Illinois
$261K +$4.55K +376 +2%
LMKC
56
L.M. Kohn & Company
Ohio
$261K – – –
AWM
57
AE Wealth Management
Kansas
$249K +$4.41K +370 +2%
RJT
58
Raymond James Trust
Florida
$249K – – –
CW
59
Cook Wealth
North Carolina
$241K +$5.95K +497 +3%
TA
60
TFG Advisers
Michigan
$231K +$4.34K +364 +2%
AFG
61
Atomi Financial Group
New York
$223K +$752 +63 +0.3%
OC
62
Oppenheimer & Co
New York
$216K +$72 +6 +0%
OA
63
Oxbow Advisors
Texas
$209K – – –
SWM
64
Spire Wealth Management
Virginia
$206K +$5.51K +462 +3%
MWM
65
Melfa Wealth Management
Massachusetts
$204K -$8.71K -730 -4%
EWA
66
EP Wealth Advisors
California
$201K – – –
SFS
67
Summit Financial Strategies
Ohio
$197K – – –
T
68
TNF
Montana
$195K +$1.04K +86 +0.5%
VCP
69
Verus Capital Partners
Arizona
$190K +$370 +31 +0.2%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$182K +$47.2K +3,955 +35%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$168K +$104K +8,755 +164%
DADC
72
D.A. Davidson & Co
Montana
$159K – – –
SA
73
Sanctuary Advisors
Indiana
$155K +$15.4K +1,250 +11%
CCA
74
Clarity Capital Advisors
Florida
$150K – – –
Corient Private Wealth
75
Corient Private Wealth
Florida
$147K +$147K +12,333 New
1 2
3
4 5