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CHY

Calamos Convertible and High Income Fund

135 hedge funds and large institutions have $133M invested in Calamos Convertible and High Income Fund in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

8% more funds holding

Funds holding: 125135 (+10)

0.63% more ownership

Funds ownership: 16.69%17.32% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

14% less capital invested

Capital invested by funds: $154M → $133M (-$20.8M)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
39
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBP
51
Union Bancaire Privee
Switzerland
$359K -$148K -13,381 -28%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$336K
WCM
53
Winebrenner Capital Management
Kentucky
$303K
MWM
54
Meridian Wealth Management
Kentucky
$294K -$6.14K -555 -2%
PFS
55
Prospera Financial Services
Texas
$287K -$55K -4,975 -15%
PI
56
PFG Investments
New York
$277K -$26.5K -2,400 -8%
SSWM
57
Sheets Smith Wealth Management
North Carolina
$270K +$1.05K +95 +0.4%
CIA
58
Concurrent Investment Advisors
Florida
$257K -$4.89K -442 -2%
KAS
59
Kestra Advisory Services
Texas
$250K -$443K -40,071 -62%
FAIM
60
Financial Advocates Investment Management
Washington
$242K -$13.4K -1,216 -5%
GLLW
61
Graves Light Lenhart Wealth
Virginia
$241K
AWS
62
Atria Wealth Solutions
New York
$234K +$14.5K +1,310 +6%
CFGW
63
Chancellor Financial Group WB
Pennsylvania
$233K -$35.4K -3,198 -12%
PCIA
64
Prime Capital Investment Advisors
Kansas
$231K -$16.8K -1,519 -6%
CPIG
65
Chicago Partners Investment Group
Illinois
$229K +$6.47K +585 +3%
LMKC
66
L.M. Kohn & Company
Ohio
$228K +$12.2K +1,100 +5%
OC
67
Oppenheimer & Co
New York
$224K -$24.9K -2,248 -9%
QFW
68
QTR Family Wealth
Florida
$217K +$238K +21,486 New
CW
69
Cook Wealth
North Carolina
$216K +$6.6K +597 +3%
AFG
70
Atomi Financial Group
New York
$212K +$6.45K +583 +3%
EWA
71
EP Wealth Advisors
California
$207K +$3.22K +291 +1%
MML Investors Services
72
MML Investors Services
Massachusetts
$200K -$8.93K -808 -4%
SWM
73
Spire Wealth Management
Virginia
$188K +$9.6K +868 +5%
OA
74
Oxbow Advisors
Texas
$177K
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$177K +$32.9K +2,971 +20%

CHY Hedge Fund Activity: Q1 2025 in Review

135 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q1 2025, worth a combined $133M — down 14% from $154M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CHY positions and 10 closed out — a net gain of 13 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Cornerstone Advisory, opening a new position worth an estimated $4.7M. The largest seller was Royal Bank of Canada, cutting an estimated $5.71M.

  • 135 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $133M of Calamos Convertible and High Income Fund stock for Q1 2025, down 14% quarter-over-quarter.
  • 23 funds opened new Calamos Convertible and High Income Fund positions in Q1 2025 and 10 closed out, a net change of +13 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q1 2025 was Cornerstone Advisory, an estimated $4.7M added.
  • The largest Calamos Convertible and High Income Fund seller in Q1 2025 was Royal Bank of Canada, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2025.