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CHY

Calamos Convertible and High Income Fund

125 hedge funds and large institutions have $154M invested in Calamos Convertible and High Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

4% more funds holding

Funds holding: 120125 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.5% less ownership

Funds ownership: 17.19%16.69% (-0.5%)

2% less capital invested

Capital invested by funds: $157M → $154M (-$3.07M)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
42
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Sugarloaf Wealth Management
Georgia
$27.3K
MCM
102
Mainstream Capital Management
California
$25.7K +$25.8K +2,120 New
HBW
103
Hazlett, Burt & Watson
West Virginia
$25K
Jones Financial Companies
104
Jones Financial Companies
Missouri
$24.3K +$24.3K +2,000 New
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$22.3K
OP
106
ORG Partners
Indiana
$18.2K +$18.2K +1,500 New
WTC
107
WhitTier Trust Company
Nevada
$16.5K
GEA
108
Glen Eagle Advisors
New Jersey
$15.8K
HNB
109
Huntington National Bank
Ohio
$14.6K
CA
110
CoreCap Advisors
Michigan
$13.8K +$340 +28 +3%
AF
111
Advisornet Financial
Minnesota
$12.3K
CT
112
Caldwell Trust
Florida
$12.1K
CA
113
Continuum Advisory
Idaho
$12.1K
WSFS
114
Wilmington Savings Fund Society
Delaware
$12.1K
HI
115
Harbour Investments
Wisconsin
$12.1K +$12.1K +1,000 New
TIM
116
Tortoise Investment Management
New York
$12.1K +$316 +26 +3%
RCM
117
Raleigh Capital Management
North Carolina
$12K +$1.22K +100 +11%
SL
118
Salomon & Ludwin
Virginia
$7.73K
MEG
119
Millstone Evans Group
Colorado
$7.28K +$7.29K +600 New
AWM
120
Avior Wealth Management
Nebraska
$6.5K +$170 +14 +3%
FGA
121
Fortis Group Advisors
New Jersey
$6.07K
AF
122
Allworth Financial
California
$5.43K +$5.83K +480 New
DJSG
123
D.J. St. Germain
Massachusetts
$4.79K
MSWA
124
Marshall & Sterling Wealth Advisors
New York
$4.04K +$4.04K +333 New
FFA
125
Farther Finance Advisors
California
$2.11K

CHY Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q4 2024, worth a combined $154M — down 2% from $157M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CHY positions and 10 closed out — a net gain of 10 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.42M. The largest seller was Focus Partners Wealth, cutting an estimated $3.58M.

  • 125 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q4 2024, up from 120 in Q3 2024.
  • Funds reported $154M of Calamos Convertible and High Income Fund stock for Q4 2024, down 2% quarter-over-quarter.
  • 20 funds opened new Calamos Convertible and High Income Fund positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.42M added.
  • The largest Calamos Convertible and High Income Fund seller in Q4 2024 was Focus Partners Wealth, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2024.