We are live on ! Find out more
CHY

Calamos Convertible and High Income Fund
CHY

136 hedge funds and large institutions have $141M invested in Calamos Convertible and High Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

6% more capital invested

Capital invested by funds: $133M → $141M (+$7.97M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 135 → 136 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.16% less ownership

Funds ownership: 17.32% → 16.16% (-1.2%)

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
47
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.91M
2
Cohen & Steers
Cohen & Steers
New York
+$1.09M
3
AAM
Advisors Asset Management
Colorado
+$866K
4
SG
StoneX Group
New York
+$708K
5
KAS
Kestra Advisory Services
Texas
+$485K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.76M
2
RCM
Rivernorth Capital Management
Florida
-$953K
3
JWBC
J.W. Burns & Co
New York
-$801K
4
PWSG
Pacific Wealth Strategies Group
California
-$754K
5
SA
SFI Advisors
New Jersey
-$705K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Melfa Wealth Management
Massachusetts
$188K – – –
Cerity Partners
77
Cerity Partners
New York
$186K +$173K +16,869 New
SFS
78
Summit Financial Strategies
Ohio
$181K – – –
EWA
79
EP Wealth Advisors
California
$181K -$41.4K -4,030 -20%
IAS
80
Insigneo Advisory Services
Florida
$176K +$42.4K +4,124 +35%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$176K +$2.47K +240 +2%
TA
82
TFG Advisers
Michigan
$158K -$2.61K -254 -2%
DADC
83
D.A. Davidson & Co
Montana
$141K -$11.5K -1,115 -8%
SWM
84
SeaCrest Wealth Management
New York
$136K +$1.92K +187 +2%
ZF
85
Zhang Financial
Michigan
$130K – – –
VCP
86
Verus Capital Partners
Arizona
$127K +$391 +38 +0.3%
AAS
87
Avantax Advisory Services
Texas
$125K -$7.18K -698 -6%
SA
88
Sanctuary Advisors
Indiana
$122K – – –
QCIG
89
Quad-Cities Investment Group
Iowa
$120K +$2.45K +238 +2%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$119K +$111K +10,825 New
QFW
91
QTR Family Wealth
Florida
$118K -$110K -10,738 -50%
SP
92
Stonebrook Private
Michigan
$110K +$103K +10,043 New
KOC
93
Koss-Olinger Consulting
Florida
$110K – – –
SW
94
SteelPeak Wealth
California
$110K – – –
AF
95
Allworth Financial
California
$104K +$92.5K +9,000 +1,875%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$97.8K +$4.26K +414 +5%
Jones Financial Companies
97
Jones Financial Companies
Missouri
$76.3K +$72K +7,000 New
HCM
98
Hollencrest Capital Management
California
$72.1K – – –
CA
99
Clearstead Advisors
Ohio
$71.9K – – –
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$63.9K – – –
2 3
4
5 6

CHY Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q2 2025, worth a combined $141M — up 6% from $133M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CHY positions and 13 closed out — a net gain of 1 holder — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.91M. The largest seller was Bank of America, cutting an estimated $8.76M.

  • 136 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q2 2025, up from 135 in Q1 2025.
  • Funds reported $141M of Calamos Convertible and High Income Fund stock for Q2 2025, up 6% quarter-over-quarter.
  • 14 funds opened new Calamos Convertible and High Income Fund positions in Q2 2025 and 13 closed out, a net change of +1 holder.
  • The largest Calamos Convertible and High Income Fund buyer in Q2 2025 was Wells Fargo, an estimated $5.91M added.
  • The largest Calamos Convertible and High Income Fund seller in Q2 2025 was Bank of America, an estimated $8.76M sold.

Based on aggregated 13F filings for Q2 2025.