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CHY

Calamos Convertible and High Income Fund
CHY

133 hedge funds and large institutions have $147M invested in Calamos Convertible and High Income Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

5% more capital invested

Capital invested by funds: $141M → $147M (+$6.4M)

0.42% more ownership

Funds ownership: 16.16% → 16.58% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 136 → 133 (-3)

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
44
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$7.05M
2
RCM
Rivernorth Capital Management
Florida
+$1.49M
3
WAM
Wolverine Asset Management
Illinois
+$1.15M
4
Cohen & Steers
Cohen & Steers
New York
+$1.11M
5
LPL Financial
LPL Financial
California
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.87M
2
LCM
Landscape Capital Management
New Jersey
-$2.05M
3
GC
Guggenheim Capital
Illinois
-$857K
4
SG
StoneX Group
New York
-$756K
5
Mariner
Mariner
Kansas
-$668K
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
51
Davenport & Co
Virginia
$339K -$7.96K -723 -2%
AFG
52
Atomi Financial Group
New York
$327K +$89.2K +8,097 +38%
PFS
53
Prospera Financial Services
Texas
$316K -$2.29K -208 -0.7%
PI
54
PFG Investments
New York
$308K – – –
SSWM
55
Sheets Smith Wealth Management
North Carolina
$293K -$8.81K -800 -3%
NFSG
56
Newbridge Financial Services Group
Florida
$290K +$584 +53 +0.2%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$286K -$14.9K -1,350 -5%
CPIG
58
Chicago Partners Investment Group
Illinois
$268K +$529 +48 +0.2%
GLLW
59
Graves Light Lenhart Wealth
Virginia
$267K – – –
KAS
60
Kestra Advisory Services
Texas
$257K -$540K -49,046 -68%
CIA
61
Concurrent Investment Advisors
Florida
$250K -$88.1K -7,997 -26%
DADC
62
D.A. Davidson & Co
Montana
$236K +$90.4K +8,205 +64%
MML Investors Services
63
MML Investors Services
Massachusetts
$224K +$4.06K +369 +2%
PCIA
64
Prime Capital Investment Advisors
Kansas
$223K -$11.1K -1,008 -5%
P
65
&Partners
Tennessee
$220K +$216K +19,631 New
MWM
66
Meridian Wealth Management
Kentucky
$217K -$124K -11,249 -37%
PP
67
Patten & Patten
Tennessee
$210K +$5.44K +494 +3%
SPIA
68
Steward Partners Investment Advisory
New York
$203K +$152K +13,840 +324%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$201K +$197K +17,900 New
OA
70
Oxbow Advisors
Texas
$196K – – –
Cerity Partners
71
Cerity Partners
New York
$195K +$3.35K +304 +2%
MWM
72
Melfa Wealth Management
Massachusetts
$192K – – –
PAS
73
PKS Advisory Services
New York
$187K +$183K +16,652 New
SFS
74
Summit Financial Strategies
Ohio
$185K – – –
IAS
75
Insigneo Advisory Services
Florida
$180K – – –
1 2
3
4 5

CHY Hedge Fund Activity: Q3 2025 in Review

133 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q3 2025, worth a combined $147M — up 4.5% from $141M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CHY positions and 15 closed out — a net gain of 3 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $7.05M. The largest seller was Bank of America, cutting an estimated $2.87M.

  • 133 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q3 2025, down from 136 in Q2 2025.
  • Funds reported $147M of Calamos Convertible and High Income Fund stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 18 funds opened new Calamos Convertible and High Income Fund positions in Q3 2025 and 15 closed out, a net change of +3 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q3 2025 was Penserra Capital Management, an estimated $7.05M added.
  • The largest Calamos Convertible and High Income Fund seller in Q3 2025 was Bank of America, an estimated $2.87M sold.

Based on aggregated 13F filings for Q3 2025.