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CHY

Calamos Convertible and High Income Fund
CHY

121 hedge funds and large institutions have $152M invested in Calamos Convertible and High Income Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

8% more funds holding

Funds holding: 112 → 121 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.01% less ownership

Funds ownership: 18.91% → 16.89% (-2%)

8% less capital invested

Capital invested by funds: $165M → $152M (-$13.3M)

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
43
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$938K
2
AWA
Aquire Wealth Advisors
Utah
+$887K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$657K
4
CCA
Cadent Capital Advisors
Oklahoma
+$591K
5
Wells Fargo
Wells Fargo
California
+$510K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$20.3M
2
AAM
Advisors Asset Management
Colorado
-$1.61M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$365K
4
UBS Group
UBS Group
Switzerland
-$353K
5
GC
Guggenheim Capital
Illinois
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$155K +$5.69K +483 +4%
VCP
77
Verus Capital Partners
Arizona
$153K +$342 +29 +0.2%
MML Investors Services
78
MML Investors Services
Massachusetts
$153K -$5.01K -425 -3%
CCA
79
Clarity Capital Advisors
Florida
$149K – – –
SP
80
Stonebrook Private
Michigan
$143K +$2.6K +221 +2%
ZF
81
Zhang Financial
Michigan
$140K – – –
SWP
82
Semus Wealth Partners
Florida
$127K +$130 +11 +0.1%
SW
83
SteelPeak Wealth
California
$118K +$118K +10,000 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$116K – – –
GJWM
85
Gilliland Jeter Wealth Management
Arkansas
$110K +$110K +9,305 New
HCM
86
Hollencrest Capital Management
California
$77.5K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$73.1K +$23.7K +2,010 +48%
US Bancorp
88
US Bancorp
Minnesota
$70.4K – – –
Comerica Bank
89
Comerica Bank
Texas
$67.3K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$59.2K -$672 -57 -1%
IFAM
91
Institutional & Family Asset Management
Colorado
$55.3K +$507 +43 +0.9%
PS
92
Principal Securities
Iowa
$52K – – –
PTC
93
Private Trust Company
Ohio
$46.1K – – –
VWM
94
Venturi Wealth Management
Texas
$37.7K – – –
GWM
95
Geneos Wealth Management
Colorado
$35.9K – – –
CA
96
CoreCap Advisors
Michigan
$35.9K +$35.8K +3,040 New
TWC
97
TD Waterhouse Canada
Ontario, Canada
$34.8K +$648 +55 +3%
UB
98
UMB Bank
Missouri
$34K – – –
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$27.9K +$28.4K +2,407 New
SWM
100
Sugarloaf Wealth Management
Georgia
$26.6K -$24.9K -2,113 -48%
2 3
4
5 6

CHY Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q1 2024, worth a combined $152M — down 8.1% from $165M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CHY positions and 6 closed out — a net gain of 10 holders — while 43 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $938K. The largest seller was Morgan Stanley, cutting an estimated $20.3M.

  • 121 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q1 2024, up from 112 in Q4 2023.
  • Funds reported $152M of Calamos Convertible and High Income Fund stock for Q1 2024, down 8.1% quarter-over-quarter.
  • 16 funds opened new Calamos Convertible and High Income Fund positions in Q1 2024 and 6 closed out, a net change of +10 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q1 2024 was Bank of America, an estimated $938K added.
  • The largest Calamos Convertible and High Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2024.