CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

111 hedge funds and large institutions have $165M invested in Calamos Convertible and High Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
35
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.5M
2
GC
2
Guggenheim Capital
Illinois
$8.18M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.98M
4
TWP
4
Tempus Wealth Planning
California
$351K
5
KAS
5
Kestra Advisory Services
Texas
$582K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$5.76M
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
Ameriprise
3
Ameriprise
Minnesota
$2.07M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.26M
5
LPL Financial
5
LPL Financial
California
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.5M 3,269,938 +1,531,608 +88%
Bank of America
2
Bank of America
North Carolina
$23.4M 2,043,412 -4,262 -0.2%
LPL Financial
3
LPL Financial
California
$11.7M 1,019,390 -37,888 -4%
GC
4
Guggenheim Capital
Illinois
$8.18M 713,071 +50,948 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.98M 608,637 +46,759 +8%
PWSG
6
Pacific Wealth Strategies Group
California
$6.91M 602,502 -553 -0.1%
Wells Fargo
7
Wells Fargo
California
$5.8M 505,779 +4,969 +1%
AAM
8
Advisors Asset Management
Colorado
$5.76M 502,488 -182,847 -27%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.26M 371,241 -40,202 -10%
Cohen & Steers
10
Cohen & Steers
New York
$3.78M 329,884 – –
GIP
11
Greatmark Investment Partners
Georgia
$3.21M 280,287 -6,301 -2%
Mariner
12
Mariner
Kansas
$2.98M 259,638 +23,680 +10%
AWM
13
AE Wealth Management
Kansas
$2.88M 248,844 +18,294 +8%
DBIA
14
Dumont & Blake Investment Advisors
New Jersey
$2.7M 235,483 -4,135 -2%
UBS Group
15
UBS Group
Switzerland
$2.21M 192,852 -5,559 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.18M 190,090 -9,719 -5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.1M 183,337 -3,735 -2%
Ameriprise
18
Ameriprise
Minnesota
$2.07M 180,309 -42,636 -19%
RJA
19
Raymond James & Associates
Florida
$1.84M 160,072 -7,077 -4%
IGWM
20
ICA Group Wealth Management
Colorado
$1.43M 124,382 +11,757 +10%
GA
21
Geller Advisors
New York
$1.38M 119,595 – –
KPWS
22
Kestra Private Wealth Services
Texas
$1.24M 107,913 +16,477 +18%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.23M 107,376 +1,180 +1%
SIC
24
Samalin Investment Counsel
New York
$1.22M 106,027 +7,662 +8%
JWBC
25
J.W. Burns & Co
New York
$1.21M 105,065 +3,352 +3%
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