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CHY

Calamos Convertible and High Income Fund

133 hedge funds and large institutions have $147M invested in Calamos Convertible and High Income Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

5% more capital invested

Capital invested by funds: $141M → $147M (+$6.4M)

0.42% more ownership

Funds ownership: 16.16%16.58% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 136133 (-3)

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% 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
18
Increased
44
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$177K -$17K -1,544 -9%
OC
77
Oppenheimer & Co
New York
$176K -$60.3K -5,477 -26%
RAM
78
Readystate Asset Management
Illinois
$164K -$270K -24,473 -63%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$164K +$161K +14,657 New
VCP
80
Verus Capital Partners
Arizona
$160K +$30.1K +2,735 +24%
SCM
81
Sage Capital Management
New Jersey
$146K +$143K +13,000 New
SWM
82
Spire Wealth Management
Virginia
$146K -$68.2K -6,190 -32%
SWM
83
SeaCrest Wealth Management
New York
$144K +$1.99K +181 +1%
ZF
84
Zhang Financial
Michigan
$133K
AF
85
Allworth Financial
California
$129K +$22K +2,002 +21%
IFG
86
Independent Financial Group
California
$121K +$119K +10,767 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$119K -$59.4K -5,395 -34%
GJWM
88
Gilliland Jeter Wealth Management
Arkansas
$118K +$116K +10,505 New
BEI
89
Benjamin Edwards Inc
Missouri
$118K +$116K +10,500 New
SP
90
Stonebrook Private
Michigan
$116K +$3.04K +276 +3%
SW
91
SteelPeak Wealth
California
$112K
UFPG
92
United Financial Planning Group
New York
$112K +$110K +10,000 New
KOC
93
Koss-Olinger Consulting
Florida
$110K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$99.8K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$65.2K
GIA
96
GHP Investment Advisors
Colorado
$60.7K
MCM
97
MAI Capital Management
Ohio
$45.5K +$1.18K +107 +3%
PTC
98
Private Trust Company
Ohio
$43.8K
Comerica Bank
99
Comerica Bank
Texas
$40.6K
US Bancorp
100
US Bancorp
Minnesota
$39.3K

CHY Hedge Fund Activity: Q3 2025 in Review

133 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q3 2025, worth a combined $147M — up 4.5% from $141M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CHY positions and 15 closed out — a net gain of 3 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $7.05M. The largest seller was Bank of America, cutting an estimated $2.87M.

  • 133 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q3 2025, down from 136 in Q2 2025.
  • Funds reported $147M of Calamos Convertible and High Income Fund stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 18 funds opened new Calamos Convertible and High Income Fund positions in Q3 2025 and 15 closed out, a net change of +3 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q3 2025 was Penserra Capital Management, an estimated $7.05M added.
  • The largest Calamos Convertible and High Income Fund seller in Q3 2025 was Bank of America, an estimated $2.87M sold.

Based on aggregated 13F filings for Q3 2025.