CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

113 hedge funds and large institutions have $146M 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.

Holders
113
Holders Change
+8
Holders Change %
+7.62%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
37
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWBC
1
J.W. Burns & Co
New York
$1.14M
2
AAM
2
Advisors Asset Management
Colorado
$7.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.59M
4
PWSG
4
Pacific Wealth Strategies Group
California
$6.73M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.4M

Top Sellers

1
Mariner
1
Mariner
Kansas
$2.63M
2
Invesco
2
Invesco
Georgia
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$162K
4
KAS
4
Kestra Advisory Services
Texas
$245K
5
GC
5
Guggenheim Capital
Illinois
$7.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$22.9M 2,047,674 -15,260 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$19.4M 1,738,330 +51,902 +3%
LPL Financial
3
LPL Financial
California
$11.8M 1,057,278 +38,748 +4%
AAM
4
Advisors Asset Management
Colorado
$7.65M 685,335 +76,037 +12%
GC
5
Guggenheim Capital
Illinois
$7.39M 662,123 -27,186 -4%
PWSG
6
Pacific Wealth Strategies Group
California
$6.73M 603,055 +63,289 +12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.27M 561,878 +3,691 +0.7%
Wells Fargo
8
Wells Fargo
California
$5.59M 500,810 +15,176 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.59M 411,443 +72,490 +21%
Cohen & Steers
10
Cohen & Steers
New York
$3.68M 329,884 – –
GIP
11
Greatmark Investment Partners
Georgia
$3.2M 286,588 +662 +0.2%
DBIA
12
Dumont & Blake Investment Advisors
New Jersey
$2.67M 239,618 -319 -0.1%
Mariner
13
Mariner
Kansas
$2.63M 235,958 -39,437 -14%
AWM
14
AE Wealth Management
Kansas
$2.57M 230,550 +2,723 +1%
Ameriprise
15
Ameriprise
Minnesota
$2.49M 222,945 +4,121 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.23M 199,809 +123 +0.1%
UBS Group
17
UBS Group
Switzerland
$2.21M 198,411 -3,719 -2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.09M 187,072 -5,801 -3%
RJA
19
Raymond James & Associates
Florida
$1.87M 167,149 -14,336 -8%
GA
20
Geller Advisors
New York
$1.33M 119,595 – –
IGWM
21
ICA Group Wealth Management
Colorado
$1.26M 112,625 -2,979 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.19M 106,196 +1,367 +1%
MCP
23
Mirador Capital Partners
California
$1.18M 105,369 -10,108 -9%
JWBC
24
J.W. Burns & Co
New York
$1.14M 101,713 +101,713 New
SIC
25
Samalin Investment Counsel
New York
$1.1M 98,365 -6,049 -6%
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