We are live on ! Find out more
CHY

Calamos Convertible and High Income Fund
CHY

105 hedge funds and large institutions have $194M invested in Calamos Convertible and High Income Fund in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

26% more capital invested

Capital invested by funds: $154M → $194M (+$40.5M)

8% more funds holding

Funds holding: 97 → 105 (+8)

0.63% more ownership

Funds ownership: 17.87% → 18.5% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
43
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$2.14M
2
GC
Guggenheim Capital
Illinois
+$1.23M
3
Bank of America
Bank of America
North Carolina
+$750K
4
Wells Fargo
Wells Fargo
California
+$714K
5
PFS
Prospera Financial Services
Texas
+$672K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$1.08M
2
CRC
Curi RMB Capital
Illinois
-$833K
3
LPL Financial
LPL Financial
California
-$626K
4
SFS
Shaker Financial Services
Virginia
-$625K
5
Morgan Stanley
Morgan Stanley
New York
-$397K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$152K +$139K +10,652 New
CFGS
77
Concourse Financial Group Securities
Alabama
$148K -$15.8K -1,213 -11%
TA
78
TFG Advisers
Michigan
$146K +$1.95K +150 +1%
IHL
79
Investment House LLC
California
$144K – – –
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$143K – – –
FIA
81
FNY Investment Advisers
New York
$109K +$100K +7,690 New
SPIA
82
Steward Partners Investment Advisory
New York
$98K -$45.6K -3,500 -34%
SBL
83
Sargent Bickham Lagudis
Colorado
$97K +$88.1K +6,767 New
US Bancorp
84
US Bancorp
Minnesota
$85K – – –
GWM
85
Geneos Wealth Management
Colorado
$81K – – –
ASN
86
Advisory Services Network
Georgia
$79K +$7.03K +540 +11%
NFG
87
Next Financial Group
Texas
$76K +$65.1K +5,000 +1,667%
GEA
88
Glen Eagle Advisors
New Jersey
$66.5K – – –
IFAM
89
Institutional & Family Asset Management
Colorado
$60K +$313 +24 +0.6%
APWA
90
Atlas Private Wealth Advisors
New Jersey
$47K – – –
JPLA
91
Joseph P. Lucia & Associates
New York
$44K +$40.3K +3,095 New
APA
92
American Portfolios Advisors
New York
$37.3K +$130 +10 +0.4%
RA
93
Reby Advisors
Connecticut
$34K +$31.1K +2,388 New
MF
94
Manchester Financial
California
$33K – – –
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$24K -$25.6K -1,964 -54%
EWM
96
Endurance Wealth Management
Rhode Island
$22K – – –
TWM
97
Tradition Wealth Management
Minnesota
$16K +$14.4K +1,108 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$15K +$260 +20 +2%
CT
99
Caldwell Trust
Florida
$14.3K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
1 2 3
4
5

CHY Hedge Fund Activity: Q4 2020 in Review

105 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q4 2020, worth a combined $194M — up 26% from $154M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CHY positions and 7 closed out — a net gain of 9 holders — while 43 added to existing stakes and 28 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $2.14M. The largest seller was Doliver Advisors, cutting an estimated $1.08M.

  • 105 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $194M of Calamos Convertible and High Income Fund stock for Q4 2020, up 26% quarter-over-quarter.
  • 16 funds opened new Calamos Convertible and High Income Fund positions in Q4 2020 and 7 closed out, a net change of +9 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q4 2020 was Cohen & Steers, an estimated $2.14M added.
  • The largest Calamos Convertible and High Income Fund seller in Q4 2020 was Doliver Advisors, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2020.