CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

120 hedge funds and large institutions have $138M invested in Calamos Convertible and High Income Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
120
Holders Change
–
Holders Change %
0%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
39
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DBIA
1
Dumont & Blake Investment Advisors
New Jersey
$5.21M
2
JWBC
2
J.W. Burns & Co
New York
$2.1M
3
LCM
3
Landscape Capital Management
New Jersey
$445K
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$372K
5
UBS Group
5
UBS Group
Switzerland
$2.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.5M
2
AWM
2
AE Wealth Management
Kansas
$229K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.55M
4
AAM
4
Advisors Asset Management
Colorado
$3.18M
5
AWA
5
Aquire Wealth Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
76
Zhang Financial
Michigan
$132K – – –
RIA
77
Realta Investment Advisors
Delaware
$131K -$25.9K -2,325 -17%
SA
78
Sanctuary Advisors
Indiana
$128K +$128K +11,296 New
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$126K -$34.8K -3,120 -22%
IAS
80
Insigneo Advisory Services
Florida
$125K +$125K +11,263 New
Creative Planning
81
Creative Planning
Kansas
$124K +$124K +11,146 New
MFG
82
Merit Financial Group
Georgia
$122K +$122K +10,948 New
OC
83
Oarsman Capital
Wisconsin
$118K -$146K -13,109 -55%
MFG
84
Midwest Financial Group
Kansas
$117K +$117K +10,500 New
AAS
85
Avantax Advisory Services
Texas
$115K -$31.6K -2,830 -22%
SW
86
SteelPeak Wealth
California
$112K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$110K – – –
GJWM
88
Gilliland Jeter Wealth Management
Arkansas
$104K – – –
HCM
89
Hollencrest Capital Management
California
$73.3K – – –
SPIA
90
Steward Partners Investment Advisory
New York
$69.1K – – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$59.6K +$3.63K +325 +6%
IFAM
92
Institutional & Family Asset Management
Colorado
$52.8K +$536 +48 +1%
PS
93
Principal Securities
Iowa
$49.9K +$714 +64 +1%
Comerica Bank
94
Comerica Bank
Texas
$49.2K -$14.4K -1,290 -23%
CA
95
Clearstead Advisors
Ohio
$44.4K +$44.4K +3,980 New
PTC
96
Private Trust Company
Ohio
$43.5K – – –
VWM
97
Venturi Wealth Management
Texas
$35.7K – – –
GWM
98
Geneos Wealth Management
Colorado
$33.9K – – –
LFG
99
Larson Financial Group
Missouri
$33.5K +$33.5K +3,000 New
TWC
100
TD Waterhouse Canada
Ontario, Canada
$25.8K +$671 +60 +3%
2 3
4
5 6