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CHY

Calamos Convertible and High Income Fund
CHY

136 hedge funds and large institutions have $141M invested in Calamos Convertible and High Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

6% more capital invested

Capital invested by funds: $133M → $141M (+$7.97M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 135 → 136 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.16% less ownership

Funds ownership: 17.32% → 16.16% (-1.2%)

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
47
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.91M
2
Cohen & Steers
Cohen & Steers
New York
+$1.09M
3
AAM
Advisors Asset Management
Colorado
+$866K
4
SG
StoneX Group
New York
+$708K
5
KAS
Kestra Advisory Services
Texas
+$485K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.76M
2
RCM
Rivernorth Capital Management
Florida
-$953K
3
JWBC
J.W. Burns & Co
New York
-$801K
4
PWSG
Pacific Wealth Strategies Group
California
-$754K
5
SA
SFI Advisors
New Jersey
-$705K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
Winebrenner Capital Management
Kentucky
$330K – – –
CCA
52
Cadent Capital Advisors
Oklahoma
$330K +$154K +15,000 +100%
PFS
53
Prospera Financial Services
Texas
$312K +$206 +20 +0.1%
PI
54
PFG Investments
New York
$302K – – –
SSWM
55
Sheets Smith Wealth Management
North Carolina
$295K +$1.08K +105 +0.4%
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$295K -$66.8K -6,500 -20%
NFSG
57
Newbridge Financial Services Group
Florida
$284K +$266K +25,822 New
AWS
58
Atria Wealth Solutions
New York
$276K +$20.2K +1,964 +8%
Jane Street
59
Jane Street
New York
$265K +$248K +24,108 New
FAIM
60
Financial Advocates Investment Management
Washington
$264K +$1.45K +141 +0.6%
CFGW
61
Chancellor Financial Group WB
Pennsylvania
$264K +$9.65K +939 +4%
GLLW
62
Graves Light Lenhart Wealth
Virginia
$262K – – –
CPIG
63
Chicago Partners Investment Group
Illinois
$252K +$4.66K +453 +2%
LWMM
64
Legacy Wealth Management (Mississippi)
Mississippi
$248K +$94.3K +9,175 +69%
LMKC
65
L.M. Kohn & Company
Ohio
$242K -$5.71K -555 -2%
Citadel Advisors
66
Citadel Advisors
Florida
$238K +$223K +21,682 New
OC
67
Oppenheimer & Co
New York
$233K -$10K -975 -4%
AFG
68
Atomi Financial Group
New York
$231K – – –
PCIA
69
Prime Capital Investment Advisors
Kansas
$229K -$20.8K -2,018 -9%
MML Investors Services
70
MML Investors Services
Massachusetts
$215K -$2.48K -241 -1%
SWM
71
Spire Wealth Management
Virginia
$211K +$5.69K +553 +3%
PP
72
Patten & Patten
Tennessee
$200K +$187K +18,199 New
HF
73
HRT Financial
New York
$193K +$181K +17,592 New
OA
74
Oxbow Advisors
Texas
$192K – – –
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$189K -$4.09K -398 -2%
1 2
3
4 5

CHY Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q2 2025, worth a combined $141M — up 6% from $133M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CHY positions and 13 closed out — a net gain of 1 holder — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.91M. The largest seller was Bank of America, cutting an estimated $8.76M.

  • 136 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q2 2025, up from 135 in Q1 2025.
  • Funds reported $141M of Calamos Convertible and High Income Fund stock for Q2 2025, up 6% quarter-over-quarter.
  • 14 funds opened new Calamos Convertible and High Income Fund positions in Q2 2025 and 13 closed out, a net change of +1 holder.
  • The largest Calamos Convertible and High Income Fund buyer in Q2 2025 was Wells Fargo, an estimated $5.91M added.
  • The largest Calamos Convertible and High Income Fund seller in Q2 2025 was Bank of America, an estimated $8.76M sold.

Based on aggregated 13F filings for Q2 2025.