Calamos Convertible and High Income Fund
114 hedge funds and large institutions have $141M invested in Calamos Convertible and High Income Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
29% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 31
5% more funds holding
Funds holding: 109 → 114 (+5)
5% more capital invested
Capital invested by funds: $135M → $141M (+$6.24M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.33% less ownership
Funds ownership: 18.02% → 17.68% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.2M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$3.15M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.06M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$748K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$740K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.5M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.99M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.88M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$457K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$357K |
CHY Hedge Fund Activity: Q4 2022 in Review
114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q4 2022, worth a combined $141M — up 4.6% from $135M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CHY positions and 10 closed out — a net gain of 8 holders — while 40 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.2M. The largest seller was Ameriprise, cutting an estimated $2.5M.
- 114 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q4 2022, up from 109 in Q3 2022.
- Funds reported $141M of Calamos Convertible and High Income Fund stock for Q4 2022, up 4.6% quarter-over-quarter.
- 18 funds opened new Calamos Convertible and High Income Fund positions in Q4 2022 and 10 closed out, a net change of +8 holders.
- The largest Calamos Convertible and High Income Fund buyer in Q4 2022 was Morgan Stanley, an estimated $3.2M added.
- The largest Calamos Convertible and High Income Fund seller in Q4 2022 was Ameriprise, an estimated $2.5M sold.
Based on aggregated 13F filings for Q4 2022.