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CHY

Calamos Convertible and High Income Fund

133 hedge funds and large institutions have $147M invested in Calamos Convertible and High Income Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

5% more capital invested

Capital invested by funds: $141M → $147M (+$6.4M)

0.42% more ownership

Funds ownership: 16.16%16.58% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 136133 (-3)

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
44
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
126
Millstone Evans Group
Colorado
$6.73K
SC
127
Stephens Consulting
Michigan
$6.73K
BCWM
128
Bartlett & Co Wealth Management
Ohio
$6.23K +$6.11K +555 New
ASN
129
Advisory Services Network
Georgia
$5.76K +$5.65K +513 New
FGA
130
Fortis Group Advisors
New Jersey
$5.61K
DJSG
131
D.J. St. Germain
Massachusetts
$4.43K
GSWM
132
Golden State Wealth Management
California
$1.18K +$33 +3 +3%
KFI
133
Key Financial Inc
Pennsylvania
$560
SG
134
StoneX Group
New York
-$756K -68,815 Closed
WCM
135
Winebrenner Capital Management
Kentucky
-$330K -30,000 Closed
FAIM
136
Financial Advocates Investment Management
Washington
-$264K -24,065 Closed
LMKC
137
L.M. Kohn & Company
Ohio
-$242K -22,019 Closed
Citadel Advisors
138
Citadel Advisors
Florida
-$238K -21,682 Closed
HF
139
HRT Financial
New York
-$193K -17,592 Closed
SA
140
Sanctuary Advisors
Indiana
-$122K -11,096 Closed
QCIG
141
Quad-Cities Investment Group
Iowa
-$120K -10,891 Closed
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
-$119K -10,825 Closed
QFW
143
QTR Family Wealth
Florida
-$118K -10,748 Closed
Jones Financial Companies
144
Jones Financial Companies
Missouri
-$76.3K -7,000 Closed
CA
145
Clearstead Advisors
Ohio
-$71.9K -6,546 Closed
WTC
146
WhitTier Trust Company
Nevada
-$14.9K -1,358 Closed
UBP
147
Union Bancaire Privee
Switzerland
-$1.97K -248 Closed
LFG
148
Larson Financial Group
Missouri
-$22 -2 Closed

CHY Hedge Fund Activity: Q3 2025 in Review

133 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q3 2025, worth a combined $147M — up 4.5% from $141M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CHY positions and 15 closed out — a net gain of 3 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $7.05M. The largest seller was Bank of America, cutting an estimated $2.87M.

  • 133 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q3 2025, down from 136 in Q2 2025.
  • Funds reported $147M of Calamos Convertible and High Income Fund stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 18 funds opened new Calamos Convertible and High Income Fund positions in Q3 2025 and 15 closed out, a net change of +3 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q3 2025 was Penserra Capital Management, an estimated $7.05M added.
  • The largest Calamos Convertible and High Income Fund seller in Q3 2025 was Bank of America, an estimated $2.87M sold.

Based on aggregated 13F filings for Q3 2025.