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CHY

Calamos Convertible and High Income Fund

93 hedge funds and large institutions have $107M invested in Calamos Convertible and High Income Fund in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 9293 (+1)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.17% less ownership

Funds ownership: 13.73%13.56% (-0.17%)

19% less capital invested

Capital invested by funds: $132M → $107M (-$24.7M)

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
30
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$30K +$17.2K +1,444 +108%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$25K +$25.8K +2,167 +2,305%
PSI
78
Pinnacle Summer Investments
Virginia
$21K -$23.1K -1,939 -51%
AC
79
Alexandria Capital
Virginia
$21K +$143 +12 +0.6%
EWM
80
Endurance Wealth Management
Rhode Island
$20K +$21.5K +1,800 New
CFA
81
Carroll Financial Associates
North Carolina
$14K
SGC
82
South Georgia Capital
Illinois
$14K +$370 +31 +3%
PSUF
83
People's United Financial
Connecticut
$13K
HR
84
Howe & Rusling
New York
$11K
BCM
85
Brookstone Capital Management
Illinois
$10K
GI
86
Gradient Investments
Minnesota
$9K
WCM
87
Windsor Capital Management
Arizona
$9K +$10.4K +875 New
WEC
88
Winslow Evans & Crocker
Massachusetts
$5.44K
FWM
89
Focused Wealth Management
New York
$5K
BFEC
90
Benjamin F. Edwards & Company
Missouri
$5K +$5.31K +445 New
FMII
91
Farmers & Merchants Investments Inc
Nebraska
$4K
IFA
92
Interactive Financial Advisors
Illinois
$3K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$1K -$11.1K -934 -90%
RPG
94
Risk Paradigm Group
Texas
$65
MCM
95
Maryland Capital Management
Maryland
-$607K -45,710 Closed
Bank of New York Mellon
96
Bank of New York Mellon
New York
-$270K -20,287 Closed
JWM
97
Jackson Wealth Management
Florida
-$198K -15,318 Closed
SGCA
98
Steel Grove Capital Advisors
Tennessee
-$188K -14,137 Closed
Goldman Sachs
99
Goldman Sachs
New York
-$188K -14,128 Closed
CS
100
Credit Suisse
Switzerland
-$165K -12,425 Closed

CHY Hedge Fund Activity: Q3 2015 in Review

93 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q3 2015, worth a combined $107M — down 19% from $132M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CHY positions and 14 closed out — a net gain of 1 holder — while 30 added to existing stakes and 30 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $2.65M. The largest seller was Wells Fargo, cutting an estimated $7.7M.

  • 93 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q3 2015, up from 92 in Q2 2015.
  • Funds reported $107M of Calamos Convertible and High Income Fund stock for Q3 2015, down 19% quarter-over-quarter.
  • 15 funds opened new Calamos Convertible and High Income Fund positions in Q3 2015 and 14 closed out, a net change of +1 holder.
  • The largest Calamos Convertible and High Income Fund buyer in Q3 2015 was Wolverine Asset Management, an estimated $2.65M added.
  • The largest Calamos Convertible and High Income Fund seller in Q3 2015 was Wells Fargo, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2015.