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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
FHA
126
First Horizon Advisors
Tennessee
$10.1K +$11.1K +1,000 New
NEWAS
127
N.E.W. Advisory Services
Wisconsin
$10.1K +$11.1K +1,000 New
SL
128
Salomon & Ludwin
Virginia
$6.43K
MEG
129
Millstone Evans Group
Colorado
$6.06K
SC
130
Stephens Consulting
Michigan
$6.06K +$6.63K +600 New
FGA
131
Fortis Group Advisors
New Jersey
$5.05K
AF
132
Allworth Financial
California
$4.85K
DJSG
133
D.J. St. Germain
Massachusetts
$3.99K
KFI
134
Key Financial Inc
Pennsylvania
$505
SW
135
SVB Wealth
Massachusetts
$505 +$553 +50 New
NPAN
136
Northeast Planning Associates NH
New Hampshire
-$370K -30,482 Closed
OC
137
Oarsman Capital
Wisconsin
-$64.3K -5,300 Closed
VWM
138
Venturi Wealth Management
Texas
-$38.8K -3,195 Closed
MCM
139
Mainstream Capital Management
California
-$25.7K -2,120 Closed
Jones Financial Companies
140
Jones Financial Companies
Missouri
-$24.3K -2,000 Closed
CA
141
CoreCap Advisors
Michigan
-$13.8K -1,139 Closed
CT
142
Caldwell Trust
Florida
-$12.1K -1,000 Closed
RCM
143
Raleigh Capital Management
North Carolina
-$12K -990 Closed
AWM
144
Avior Wealth Management
Nebraska
-$6.5K -535 Closed
MSWA
145
Marshall & Sterling Wealth Advisors
New York
-$4.04K -333 Closed

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.