CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

134 hedge funds and large institutions have $139M invested in Calamos Convertible and High Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
46
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$12.7M
2
Cohen & Steers
Cohen & Steers
New York
$2.65M
3
AAM
Advisors Asset Management
Colorado
$2.49M
4
SG
StoneX Group
New York
$756K
5
KAS
Kestra Advisory Services
Texas
$790K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$16.4M
2
RCM
Rivernorth Capital Management
Florida
$0
3
JWBC
J.W. Burns & Co
New York
$2.11M
4
PWSG
Pacific Wealth Strategies Group
California
$7.02M
5
SA
SFI Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$186K +$186K +16,869 New
VCP
77
Verus Capital Partners
Arizona
$184K +$429 +39 +0.2%
SFS
78
Summit Financial Strategies
Ohio
$181K – – –
EWA
79
EP Wealth Advisors
California
$181K -$44.3K -4,030 -20%
IAS
80
Insigneo Advisory Services
Florida
$176K +$45.3K +4,124 +35%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$176K +$2.65K +240 +2%
TA
82
TFG Advisers
Michigan
$158K -$2.79K -254 -2%
DADC
83
D.A. Davidson & Co
Montana
$141K -$12.3K -1,115 -8%
SWM
84
SeaCrest Wealth Management
New York
$136K +$2.06K +187 +2%
ZF
85
Zhang Financial
Michigan
$130K – – –
AAS
86
Avantax Advisory Services
Texas
$125K -$7.67K -698 -6%
QCIG
87
Quad-Cities Investment Group
Iowa
$120K +$2.62K +238 +2%
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$119K +$119K +10,825 New
QFW
89
QTR Family Wealth
Florida
$118K -$118K -10,738 -50%
SP
90
Stonebrook Private
Michigan
$110K +$110K +10,043 New
SW
91
SteelPeak Wealth
California
$110K – – –
KOC
92
Koss-Olinger Consulting
Florida
$110K – – –
AF
93
Allworth Financial
California
$104K +$98.9K +9,000 +1,875%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$97.8K +$4.55K +414 +5%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$76.3K +$76.3K +7,000 New
HCM
96
Hollencrest Capital Management
California
$72.1K – – –
CA
97
Clearstead Advisors
Ohio
$71.9K – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$63.9K – – –
GIA
99
GHP Investment Advisors
Colorado
$59.4K +$59.4K +5,407 New
SPIA
100
Steward Partners Investment Advisory
New York
$47K +$29.6K +2,691 +170%
2 3
4
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