We are live on ! Find out more
CHY

Calamos Convertible and High Income Fund

135 hedge funds and large institutions have $133M invested in Calamos Convertible and High Income Fund in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

8% more funds holding

Funds holding: 125135 (+10)

0.63% more ownership

Funds ownership: 16.69%17.32% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

14% less capital invested

Capital invested by funds: $154M → $133M (-$20.8M)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
39
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
101
Principal Securities
Iowa
$55.1K +$663 +60 +1%
PTC
102
Private Trust Company
Ohio
$39.4K
MCM
103
MAI Capital Management
Ohio
$38.7K +$1.13K +102 +3%
Comerica Bank
104
Comerica Bank
Texas
$36.5K -$210 -19 -0.5%
SGCA
105
Steel Grove Capital Advisors
Tennessee
$35.9K +$39.3K +3,550 New
US Bancorp
106
US Bancorp
Minnesota
$35.4K
GSWM
107
Golden State Wealth Management
California
$33.8K +$1.03K +93 +3%
BlackRock
108
BlackRock
New York
$33.5K
BTI
109
Blue Trust Inc
Georgia
$32.6K +$995 +90 +3%
TWC
110
TD Waterhouse Canada
Ontario, Canada
$24.1K +$675 +61 +3%
HBW
111
Hazlett, Burt & Watson
West Virginia
$21K
MFA
112
McClarren Financial Advisors
Pennsylvania
$20K +$221 +20 New
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$17.9K
CAM
114
Costello Asset Management
Pennsylvania
$16.9K +$18.5K +1,672 New
SPIA
115
Steward Partners Investment Advisory
New York
$16K -$28.1K -2,540 -62%
FFA
116
Farther Finance Advisors
California
$15.3K +$14.7K +1,333 +766%
OP
117
ORG Partners
Indiana
$15.3K
WTC
118
WhitTier Trust Company
Nevada
$13.7K
GEA
119
Glen Eagle Advisors
New Jersey
$13.1K
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K +$13.8K +1,250 New
TIM
121
Tortoise Investment Management
New York
$10.3K +$310 +28 +3%
AF
122
Advisornet Financial
Minnesota
$10.3K
CA
123
Continuum Advisory
Idaho
$10.1K
HI
124
Harbour Investments
Wisconsin
$10.1K
WSFS
125
Wilmington Savings Fund Society
Delaware
$10.1K

CHY Hedge Fund Activity: Q1 2025 in Review

135 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q1 2025, worth a combined $133M — down 14% from $154M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CHY positions and 10 closed out — a net gain of 13 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Cornerstone Advisory, opening a new position worth an estimated $4.7M. The largest seller was Royal Bank of Canada, cutting an estimated $5.71M.

  • 135 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $133M of Calamos Convertible and High Income Fund stock for Q1 2025, down 14% quarter-over-quarter.
  • 23 funds opened new Calamos Convertible and High Income Fund positions in Q1 2025 and 10 closed out, a net change of +13 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q1 2025 was Cornerstone Advisory, an estimated $4.7M added.
  • The largest Calamos Convertible and High Income Fund seller in Q1 2025 was Royal Bank of Canada, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2025.