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CHY

Calamos Convertible and High Income Fund

125 hedge funds and large institutions have $154M invested in Calamos Convertible and High Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

4% more funds holding

Funds holding: 120125 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.5% less ownership

Funds ownership: 17.19%16.69% (-0.5%)

2% less capital invested

Capital invested by funds: $157M → $154M (-$3.07M)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
42
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGW
51
Chancellor Financial Group WB
Pennsylvania
$319K +$319K +26,291 New
CIA
52
Concurrent Investment Advisors
Florida
$315K +$22K +1,811 +8%
FAIM
53
Financial Advocates Investment Management
Washington
$305K +$11.7K +960 +4%
OC
54
Oppenheimer & Co
New York
$296K +$76.7K +6,317 +35%
PCIA
55
Prime Capital Investment Advisors
Kansas
$296K -$19.4K -1,593 -6%
GLLW
56
Graves Light Lenhart Wealth
Virginia
$289K
BW
57
Bison Wealth
Georgia
$282K -$17.2K -1,417 -6%
AWS
58
Atria Wealth Solutions
New York
$266K -$11.9K -980 -4%
LMKC
59
L.M. Kohn & Company
Ohio
$261K -$4.86K -400 -2%
CPIG
60
Chicago Partners Investment Group
Illinois
$255K +$3.06K +252 +1%
MML Investors Services
61
MML Investors Services
Massachusetts
$250K -$23.5K -1,936 -9%
AFG
62
Atomi Financial Group
New York
$248K +$21.9K +1,802 +10%
EWA
63
EP Wealth Advisors
California
$246K +$40.6K +3,346 +20%
TA
64
TFG Advisers
Michigan
$239K +$4.2K +346 +2%
CW
65
Cook Wealth
North Carolina
$235K +$6.17K +508 +3%
SWM
66
Spire Wealth Management
Virginia
$216K +$5.5K +453 +3%
OA
67
Oxbow Advisors
Texas
$212K
MWM
68
Melfa Wealth Management
Massachusetts
$208K
SFS
69
Summit Financial Strategies
Ohio
$200K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$198K +$198K +16,309 New
PAS
71
PKS Advisory Services
New York
$189K +$190K +15,602 New
LI
72
LifeWealth Investments
Florida
$188K +$188K +15,447 New
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$176K -$9.2K -757 -5%
DADC
74
D.A. Davidson & Co
Montana
$162K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$157K -$14.6K -1,199 -9%

CHY Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q4 2024, worth a combined $154M — down 2% from $157M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CHY positions and 10 closed out — a net gain of 10 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.42M. The largest seller was Focus Partners Wealth, cutting an estimated $3.58M.

  • 125 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q4 2024, up from 120 in Q3 2024.
  • Funds reported $154M of Calamos Convertible and High Income Fund stock for Q4 2024, down 2% quarter-over-quarter.
  • 20 funds opened new Calamos Convertible and High Income Fund positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.42M added.
  • The largest Calamos Convertible and High Income Fund seller in Q4 2024 was Focus Partners Wealth, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2024.