Calamos Convertible and High Income Fund
114 hedge funds and large institutions have $147M invested in Calamos Convertible and High Income Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
19% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 31
8% more funds holding
Funds holding: 106 → 114 (+8)
2% more capital invested
Capital invested by funds: $144M → $147M (+$2.37M)
0.39% more ownership
Funds ownership: 16.89% → 17.28% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWBC
J.W. Burns & Co
Dewitt,
New York
|
+$1.15M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$856K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$816K |
| 4 |
PWSG
Pacific Wealth Strategies Group
Santa Barbara,
California
|
+$713K |
| 5 |
Morgan Stanley
New York
|
+$585K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$444K |
| 2 |
JP Morgan Chase
New York
|
-$335K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$335K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$326K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$306K |
CHY Hedge Fund Activity: Q3 2023 in Review
114 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q3 2023, worth a combined $147M — up 1.6% from $144M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CHY positions and 7 closed out — a net gain of 9 holders — while 37 added to existing stakes and 31 trimmed.
The largest buyer was J.W. Burns & Co, opening a new position worth an estimated $1.15M. The largest seller was Mariner, cutting an estimated $444K.
- 114 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q3 2023, up from 106 in Q2 2023.
- Funds reported $147M of Calamos Convertible and High Income Fund stock for Q3 2023, up 1.6% quarter-over-quarter.
- 16 funds opened new Calamos Convertible and High Income Fund positions in Q3 2023 and 7 closed out, a net change of +9 holders.
- The largest Calamos Convertible and High Income Fund buyer in Q3 2023 was J.W. Burns & Co, an estimated $1.15M added.
- The largest Calamos Convertible and High Income Fund seller in Q3 2023 was Mariner, an estimated $444K sold.
Based on aggregated 13F filings for Q3 2023.