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CHY

Calamos Convertible and High Income Fund
CHY

114 hedge funds and large institutions have $141M invested in Calamos Convertible and High Income Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

5% more funds holding

Funds holding: 109 → 114 (+5)

5% more capital invested

Capital invested by funds: $135M → $141M (+$6.24M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.33% less ownership

Funds ownership: 18.02% → 17.68% (-0.33%)

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
40
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.2M
2
Mariner
Mariner
Kansas
+$3.15M
3
GC
Guggenheim Capital
Illinois
+$1.06M
4
KPWS
Kestra Private Wealth Services
Texas
+$748K
5
PCIA
Prime Capital Investment Advisors
Kansas
+$740K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.5M
2
AAM
Advisors Asset Management
Colorado
-$1.99M
3
Bank of America
Bank of America
North Carolina
-$1.88M
4
WAM
Wolverine Asset Management
Illinois
-$457K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.8M -$1.88M -168,933 -8%
Morgan Stanley
2
Morgan Stanley
New York
$19.9M +$3.2M +287,451 +18%
AAM
3
Advisors Asset Management
Colorado
$7.96M -$1.99M -179,066 -19%
GC
4
Guggenheim Capital
Illinois
$7.88M +$1.06M +94,735 +15%
LPL Financial
5
LPL Financial
California
$7.68M +$349K +31,375 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.36M -$171K -15,355 -3%
Wells Fargo
7
Wells Fargo
California
$5.14M +$195K +17,553 +4%
PWSG
8
Pacific Wealth Strategies Group
California
$5M +$322K +28,945 +7%
Ameriprise
9
Ameriprise
Minnesota
$4.83M -$2.5M -224,328 -33%
Cohen & Steers
10
Cohen & Steers
New York
$3.48M – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$3.27M +$118K +10,634 +4%
CAN
12
Cetera Advisor Networks
California
$3.06M +$49.4K +4,432 +2%
Mariner
13
Mariner
Kansas
$2.99M +$3.15M +283,085 New
GIP
14
Greatmark Investment Partners
Georgia
$2.89M -$4.07K -365 -0.1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.69M -$357K -32,015 -11%
DBIA
16
Dumont & Blake Investment Advisors
New Jersey
$2.58M -$43.9K -3,945 -2%
UBS Group
17
UBS Group
Switzerland
$2.18M +$93.3K +8,377 +4%
RJA
18
Raymond James & Associates
Florida
$2.16M +$67.7K +6,077 +3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.13M -$148K -13,305 -6%
AWM
20
AE Wealth Management
Kansas
$1.89M -$134K -11,996 -6%
MCP
21
Mirador Capital Partners
California
$1.38M +$170K +15,283 +13%
GA
22
Geller Advisors
New York
$1.27M – – –
IGWM
23
ICA Group Wealth Management
Colorado
$1.24M -$203K -18,199 -14%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.18M +$93.2K +8,365 +8%
SIC
25
Samalin Investment Counsel
New York
$1.1M +$15K +1,345 +1%
1
2 3 4 5

CHY Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q4 2022, worth a combined $141M — up 4.6% from $135M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CHY positions and 10 closed out — a net gain of 8 holders — while 40 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.2M. The largest seller was Ameriprise, cutting an estimated $2.5M.

  • 114 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $141M of Calamos Convertible and High Income Fund stock for Q4 2022, up 4.6% quarter-over-quarter.
  • 18 funds opened new Calamos Convertible and High Income Fund positions in Q4 2022 and 10 closed out, a net change of +8 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q4 2022 was Morgan Stanley, an estimated $3.2M added.
  • The largest Calamos Convertible and High Income Fund seller in Q4 2022 was Ameriprise, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2022.