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CHY

Calamos Convertible and High Income Fund

136 hedge funds and large institutions have $141M invested in Calamos Convertible and High Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

6% more capital invested

Capital invested by funds: $133M → $141M (+$7.97M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 135136 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.16% less ownership

Funds ownership: 17.32%16.16% (-1.2%)

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
47
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
101
GHP Investment Advisors
Colorado
$59.4K +$55.6K +5,407 New
SPIA
102
Steward Partners Investment Advisory
New York
$47K +$27.7K +2,691 +170%
MCM
103
MAI Capital Management
Ohio
$43.4K +$1.16K +113 +3%
PTC
104
Private Trust Company
Ohio
$42.9K
Comerica Bank
105
Comerica Bank
Texas
$39.7K
US Bancorp
106
US Bancorp
Minnesota
$38.5K
BTI
107
Blue Trust Inc
Georgia
$36.5K +$1.01K +98 +3%
BlackRock
108
BlackRock
New York
$36.4K
GWM
109
Geneos Wealth Management
Colorado
$33.4K -$31.3K -3,040 -50%
AF
110
Advisornet Financial
Minnesota
$33.3K +$20.7K +2,012 +198%
PS
111
Principal Securities
Iowa
$29.8K -$18.8K -1,831 -40%
TWC
112
TD Waterhouse Canada
Ontario, Canada
$26.8K +$699 +68 +3%
HBW
113
Hazlett, Burt & Watson
West Virginia
$23K
HI
114
Harbour Investments
Wisconsin
$22K +$10.3K +1,000 +100%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$21K
AAS
116
Ameritas Advisory Services
Nebraska
$19.8K +$18.6K +1,804 New
CAM
117
Costello Asset Management
Pennsylvania
$18.6K +$236 +23 +1%
FFA
118
Farther Finance Advisors
California
$16.6K
OP
119
ORG Partners
Indiana
$16.5K
WTC
120
WhitTier Trust Company
Nevada
$14.9K
GEA
121
Glen Eagle Advisors
New Jersey
$14.3K
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K
TIM
123
Tortoise Investment Management
New York
$11.6K +$319 +31 +3%
FHA
124
First Horizon Advisors
Tennessee
$11K
NEWAS
125
N.E.W. Advisory Services
Wisconsin
$11K

CHY Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q2 2025, worth a combined $141M — up 6% from $133M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CHY positions and 13 closed out — a net gain of 1 holder — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.91M. The largest seller was Bank of America, cutting an estimated $8.76M.

  • 136 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q2 2025, up from 135 in Q1 2025.
  • Funds reported $141M of Calamos Convertible and High Income Fund stock for Q2 2025, up 6% quarter-over-quarter.
  • 14 funds opened new Calamos Convertible and High Income Fund positions in Q2 2025 and 13 closed out, a net change of +1 holder.
  • The largest Calamos Convertible and High Income Fund buyer in Q2 2025 was Wells Fargo, an estimated $5.91M added.
  • The largest Calamos Convertible and High Income Fund seller in Q2 2025 was Bank of America, an estimated $8.76M sold.

Based on aggregated 13F filings for Q2 2025.