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CHY

Calamos Convertible and High Income Fund

135 hedge funds and large institutions have $133M invested in Calamos Convertible and High Income Fund in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

8% more funds holding

Funds holding: 125135 (+10)

0.63% more ownership

Funds ownership: 16.69%17.32% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

14% less capital invested

Capital invested by funds: $154M → $133M (-$20.8M)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
39
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Melfa Wealth Management
Massachusetts
$173K
SFS
77
Summit Financial Strategies
Ohio
$167K
PAS
78
PKS Advisory Services
New York
$161K +$3.73K +337 +2%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$159K -$6.38K -577 -4%
EC
80
Elequin Capital
New York
$152K +$166K +15,037 New
CCA
81
Cadent Capital Advisors
Oklahoma
$152K -$2.57M -232,714 -94%
TA
82
TFG Advisers
Michigan
$147K -$56.7K -5,132 -26%
DADC
83
D.A. Davidson & Co
Montana
$141K +$6.63K +600 +4%
LWMM
84
Legacy Wealth Management (Mississippi)
Mississippi
$135K -$364K -32,886 -71%
SWM
85
SeaCrest Wealth Management
New York
$123K +$1.85K +167 +1%
AAS
86
Avantax Advisory Services
Texas
$122K +$1.21K +109 +0.9%
IAS
87
Insigneo Advisory Services
Florida
$120K +$7.14K +646 +6%
ZF
88
Zhang Financial
Michigan
$120K
Creative Planning
89
Creative Planning
Kansas
$118K -$4.94K -447 -4%
VCP
90
Verus Capital Partners
Arizona
$116K +$16K +1,444 +14%
SA
91
Sanctuary Advisors
Indiana
$112K -$16K -1,450 -12%
QCIG
92
Quad-Cities Investment Group
Iowa
$108K +$2.37K +214 +2%
MFG
93
Merit Financial Group
Georgia
$103K +$113K +10,212 New
SW
94
SteelPeak Wealth
California
$101K
KOC
95
Koss-Olinger Consulting
Florida
$101K +$111K +10,000 New
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$85.7K
HCM
97
Hollencrest Capital Management
California
$66.3K
CA
98
Clearstead Advisors
Ohio
$66.1K +$28.4K +2,566 +64%
GWM
99
Geneos Wealth Management
Colorado
$61.4K +$33.6K +3,040 +100%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$58.7K -$78.3K -7,081 -55%

CHY Hedge Fund Activity: Q1 2025 in Review

135 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q1 2025, worth a combined $133M — down 14% from $154M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CHY positions and 10 closed out — a net gain of 13 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Cornerstone Advisory, opening a new position worth an estimated $4.7M. The largest seller was Royal Bank of Canada, cutting an estimated $5.71M.

  • 135 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $133M of Calamos Convertible and High Income Fund stock for Q1 2025, down 14% quarter-over-quarter.
  • 23 funds opened new Calamos Convertible and High Income Fund positions in Q1 2025 and 10 closed out, a net change of +13 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q1 2025 was Cornerstone Advisory, an estimated $4.7M added.
  • The largest Calamos Convertible and High Income Fund seller in Q1 2025 was Royal Bank of Canada, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2025.