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CHY

Calamos Convertible and High Income Fund

125 hedge funds and large institutions have $154M invested in Calamos Convertible and High Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

4% more funds holding

Funds holding: 120125 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.5% less ownership

Funds ownership: 17.19%16.69% (-0.5%)

2% less capital invested

Capital invested by funds: $157M → $154M (-$3.07M)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
42
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$148K +$11.3K +927 +8%
SWM
77
SeaCrest Wealth Management
New York
$146K +$1.82K +150 +1%
AAS
78
Avantax Advisory Services
Texas
$145K +$15.8K +1,299 +12%
ZF
79
Zhang Financial
Michigan
$144K
SA
80
Sanctuary Advisors
Indiana
$143K
IAS
81
Insigneo Advisory Services
Florida
$137K
QCIG
82
Quad-Cities Investment Group
Iowa
$127K +$5.3K +436 +4%
SW
83
SteelPeak Wealth
California
$122K
VCP
84
Verus Capital Partners
Arizona
$122K -$36.1K -2,971 -23%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$103K
HCM
86
Hollencrest Capital Management
California
$79.7K
OC
87
Oarsman Capital
Wisconsin
$64.3K -$10.3K -850 -14%
PS
88
Principal Securities
Iowa
$54.4K +$243 +20 +0.4%
SPIA
89
Steward Partners Investment Advisory
New York
$50.1K -$1.73K -142 -3%
CA
90
Clearstead Advisors
Ohio
$48.3K
PTC
91
Private Trust Company
Ohio
$47.3K
MCM
92
MAI Capital Management
Ohio
$45.3K +$45.3K +3,733 New
Comerica Bank
93
Comerica Bank
Texas
$44.1K +$231 +19 +0.5%
US Bancorp
94
US Bancorp
Minnesota
$42.5K
BlackRock
95
BlackRock
New York
$40.2K +$40.3K +3,314 New
GSWM
96
Golden State Wealth Management
California
$39.5K +$39.5K +3,253 New
VWM
97
Venturi Wealth Management
Texas
$38.8K
BTI
98
Blue Trust Inc
Georgia
$38K +$38.1K +3,134 New
GWM
99
Geneos Wealth Management
Colorado
$36.9K
TWC
100
TD Waterhouse Canada
Ontario, Canada
$28.1K -$267 -22 -0.9%

CHY Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q4 2024, worth a combined $154M — down 2% from $157M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CHY positions and 10 closed out — a net gain of 10 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.42M. The largest seller was Focus Partners Wealth, cutting an estimated $3.58M.

  • 125 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q4 2024, up from 120 in Q3 2024.
  • Funds reported $154M of Calamos Convertible and High Income Fund stock for Q4 2024, down 2% quarter-over-quarter.
  • 20 funds opened new Calamos Convertible and High Income Fund positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.42M added.
  • The largest Calamos Convertible and High Income Fund seller in Q4 2024 was Focus Partners Wealth, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2024.