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CHY

Calamos Convertible and High Income Fund

128 hedge funds and large institutions have $151M invested in Calamos Convertible and High Income Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

3% more capital invested

Capital invested by funds: $147M → $151M (+$3.79M)

0.18% more ownership

Funds ownership: 16.58%16.76% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 133128 (-5)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
45
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
76
Oxbow Advisors
Texas
$198K
MWM
77
Melfa Wealth Management
Massachusetts
$193K
SFS
78
Summit Financial Strategies
Ohio
$186K
EWA
79
EP Wealth Advisors
California
$186K +$189K +16,487 New
IAS
80
Insigneo Advisory Services
Florida
$181K
OC
81
Oppenheimer & Co
New York
$172K -$5.47K -478 -3%
PAS
82
PKS Advisory Services
New York
$167K -$22.1K -1,928 -12%
IAIM
83
International Assets Investment Management
Florida
$161K -$367K -32,063 -69%
SWM
84
Spire Wealth Management
Virginia
$151K +$3.76K +328 +3%
SCM
85
Sage Capital Management
New Jersey
$147K
VCP
86
Verus Capital Partners
Arizona
$146K -$15.5K -1,352 -9%
AF
87
Allworth Financial
California
$130K -$23 -2 -0%
IFG
88
Independent Financial Group
California
$122K
SP
89
Stonebrook Private
Michigan
$120K +$3.18K +278 +3%
BEI
90
Benjamin Edwards Inc
Missouri
$119K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$118K -$1.32K -115 -1%
UFPG
92
United Financial Planning Group
New York
$113K
KOC
93
Koss-Olinger Consulting
Florida
$113K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$101K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$71.4K +$5.73K +500 +9%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$65.9K +$44.9K +3,921 +206%
GIA
97
GHP Investment Advisors
Colorado
$61.2K
MCM
98
MAI Capital Management
Ohio
$47.1K +$1.25K +109 +3%
PTC
99
Private Trust Company
Ohio
$44.1K
US Bancorp
100
US Bancorp
Minnesota
$39.6K