CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

124 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.

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% 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
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$9.15M
2
OFS
2
OneAscent Financial Services
Alabama
$933K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.93M
4
KAS
4
Kestra Advisory Services
Texas
$787K
5
Morgan Stanley
5
Morgan Stanley
New York
$14.9M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$404K
2
IAIM
2
International Assets Investment Management
Florida
$559K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$1.64M
5
AAM
5
Advisors Asset Management
Colorado
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$19.3K -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 +$2.95K +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 +$5.78K +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 +$189K +15,602 New
LI
72
LifeWealth Investments
Florida
$188K +$188K +15,447 New
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$176K -$9.19K -757 -5%
DADC
74
D.A. Davidson & Co
Montana
$162K – – –
VCP
75
Verus Capital Partners
Arizona
$157K -$36.1K -2,971 -19%
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