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CHY

Calamos Convertible and High Income Fund

116 hedge funds and large institutions have $187M invested in Calamos Convertible and High Income Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

7% more funds holding

Funds holding: 108116 (+8)

0.06% more ownership

Funds ownership: 17.91%17.97% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less capital invested

Capital invested by funds: $213M → $187M (-$26.5M)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
44
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
76
Meridian Investment Counsel
California
$151K
WS
77
Wedbush Securities
California
$150K
BRWA
78
B. Riley Wealth Advisors
Florida
$148K -$29.1K -2,035 -16%
KPWS
79
Kestra Private Wealth Services
Texas
$147K +$2.85K +199 +2%
CWC
80
Carolinas Wealth Consulting
North Carolina
$144K
APA
81
American Portfolios Advisors
New York
$142K -$143K -10,001 -50%
RPCA
82
Running Point Capital Advisors
California
$141K +$143K +10,000 New
GIA
83
GHP Investment Advisors
Colorado
$99K +$100K +7,000 New
CT
84
Caldwell Trust
Florida
$98.7K
IA
85
IFP Advisors
Florida
$98K +$118K +8,213 New
US Bancorp
86
US Bancorp
Minnesota
$84K
SBL
87
Sargent Bickham Lagudis
Colorado
$73K
GEA
88
Glen Eagle Advisors
New Jersey
$65.6K
CAL
89
Capital Analysts LLC
Pennsylvania
$63K
IFAM
90
Institutional & Family Asset Management
Colorado
$61K +$386 +27 +0.6%
MCC
91
Money Concepts Capital
Florida
$60K +$60.7K +4,240 New
SPIA
92
Steward Partners Investment Advisory
New York
$55K -$39K -2,725 -41%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$44K -$13.7K -954 -23%
GWS
94
Glassman Wealth Services
Virginia
$44K
UB
95
UMB Bank
Missouri
$43K +$2.95K +206 +7%
TWM
96
Tradition Wealth Management
Minnesota
$38K +$787 +55 +2%
FAG
97
Fortitude Advisory Group
Washington
$37K
TWC
98
TD Waterhouse Canada
Ontario, Canada
$32.7K +$515 +36 +2%
AIP
99
Ahrens Investment Partners
Louisiana
$32K -$26.8K -1,870 -45%
MAM
100
Meeder Asset Management
Ohio
$31K +$31.3K +2,190 New

CHY Hedge Fund Activity: Q1 2022 in Review

116 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q1 2022, worth a combined $187M — down 12% from $213M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CHY positions and 7 closed out — a net gain of 10 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Pacific Wealth Strategies Group, adding an estimated $867K. The largest seller was Royal Bank of Canada, cutting an estimated $2.26M.

  • 116 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q1 2022, up from 108 in Q4 2021.
  • Funds reported $187M of Calamos Convertible and High Income Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 17 funds opened new Calamos Convertible and High Income Fund positions in Q1 2022 and 7 closed out, a net change of +10 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q1 2022 was Pacific Wealth Strategies Group, an estimated $867K added.
  • The largest Calamos Convertible and High Income Fund seller in Q1 2022 was Royal Bank of Canada, an estimated $2.26M sold.

Based on aggregated 13F filings for Q1 2022.