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CHY

Calamos Convertible and High Income Fund

88 hedge funds and large institutions have $105M invested in Calamos Convertible and High Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

0.35% more ownership

Funds ownership: 15.9%16.25% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 9488 (-6)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

21% less capital invested

Capital invested by funds: $133M → $105M (-$27.3M)

Holders
88
Holders Change
-6
Holders Change %
-6.38%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
32
Reduced
25
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$14.7M +$772K +71,946 +5%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M +$1.64M +152,880 +11%
CA
3
Cornerstone Advisory
Maryland
$7M -$1.32M -122,572 -13%
Cohen & Steers
4
Cohen & Steers
New York
$6.95M +$1.09M +101,758 +15%
GC
5
Guggenheim Capital
Illinois
$6.87M +$490K +45,684 +6%
AAM
6
Advisors Asset Management
Colorado
$5.11M +$2M +186,277 +48%
LPL Financial
7
LPL Financial
California
$5.07M +$185K +17,247 +3%
PWSG
8
Pacific Wealth Strategies Group
California
$5.04M +$248K +23,110 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.19M +$983K +91,593 +24%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.94M +$3.58M +333,295 New
GIP
11
Greatmark Investment Partners
Georgia
$2.4M -$382K -35,635 -12%
Wells Fargo
12
Wells Fargo
California
$2.12M +$172K +16,051 +7%
RJA
13
Raymond James & Associates
Florida
$2.02M +$910K +84,757 +59%
DBIA
14
Dumont & Blake Investment Advisors
New Jersey
$1.77M -$41K -3,825 -2%
PPA
15
Parametric Portfolio Associates
Washington
$1.71M +$2.07M +193,147 New
Ameriprise
16
Ameriprise
Minnesota
$1.62M -$1.13M -105,279 -37%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.56M +$119K +11,044 +7%
AWM
18
AE Wealth Management
Kansas
$1.43M +$216K +20,155 +14%
SWP
19
Stratos Wealth Partners
Ohio
$1.39M -$26K -2,427 -2%
SS
20
Simplicity Solutions
Minnesota
$1.35M +$195K +18,139 +13%
UBS Group
21
UBS Group
Switzerland
$1.26M -$593K -55,235 -28%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.2M -$134K -12,485 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.16M -$14.6K -1,356 -1%
SIC
24
Samalin Investment Counsel
New York
$1.06M +$11.3K +1,050 +0.9%
Invesco
25
Invesco
Georgia
$1.02M +$687K +63,976 +125%

CHY Hedge Fund Activity: Q1 2020 in Review

88 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q1 2020, worth a combined $105M — down 21% from $133M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CHY and 14 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 32 added.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $2.07M. The largest seller was Cornerstone Advisory, cutting an estimated $1.32M.

  • 88 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q1 2020, down from 94 in Q4 2019.
  • Funds reported $105M of Calamos Convertible and High Income Fund stock for Q1 2020, down 21% quarter-over-quarter.
  • 14 funds opened new Calamos Convertible and High Income Fund positions in Q1 2020 and 17 closed out, a net change of -3 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $2.07M added.
  • The largest Calamos Convertible and High Income Fund seller in Q1 2020 was Cornerstone Advisory, an estimated $1.32M sold.

Based on aggregated 13F filings for Q1 2020.