CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

120 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.

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% 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

1
Bank of America
1
Bank of America
North Carolina
$25.1M
2
AWA
2
Aquire Wealth Advisors
Utah
$889K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$659K
4
CCA
4
Cadent Capital Advisors
Oklahoma
$592K
5
Wells Fargo
5
Wells Fargo
California
$6.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
AAM
2
Advisors Asset Management
Colorado
$4.33M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.88M
4
UBS Group
4
UBS Group
Switzerland
$1.92M
5
GC
5
Guggenheim Capital
Illinois
$8.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$155K +$5.7K +483 +4%
VCP
77
Verus Capital Partners
Arizona
$153K +$342 +29 +0.2%
MML Investors Services
78
MML Investors Services
Massachusetts
$153K -$5.02K -425 -3%
CCA
79
Clarity Capital Advisors
Florida
$149K – – –
SP
80
Stonebrook Private
Michigan
$143K +$2.61K +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 -$673 -57 -1%
IFAM
91
Institutional & Family Asset Management
Colorado
$55.3K +$508 +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 +$35.9K +3,040 New
TWC
97
TD Waterhouse Canada
Ontario, Canada
$34.8K +$854 +55 +3%
UB
98
UMB Bank
Missouri
$34K – – –
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$27.9K +$27.9K +2,407 New
SWM
100
Sugarloaf Wealth Management
Georgia
$26.6K -$25K -2,113 -48%
2 3
4
5 6