CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

120 hedge funds and large institutions have $138M invested in Calamos Convertible and High Income Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
120
Holders Change
–
Holders Change %
0%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
39
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DBIA
1
Dumont & Blake Investment Advisors
New Jersey
$5.21M
2
JWBC
2
J.W. Burns & Co
New York
$2.1M
3
LCM
3
Landscape Capital Management
New Jersey
$445K
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$372K
5
UBS Group
5
UBS Group
Switzerland
$2.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.5M
2
AWM
2
AE Wealth Management
Kansas
$229K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.55M
4
AAM
4
Advisors Asset Management
Colorado
$3.18M
5
AWA
5
Aquire Wealth Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23.7M 2,124,872 +1,890 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$14.5M 1,299,126 -252,366 -16%
LPL Financial
3
LPL Financial
California
$11.8M 1,058,758 +20,469 +2%
GC
4
Guggenheim Capital
Illinois
$7.85M 703,804 +20,431 +3%
PWSG
5
Pacific Wealth Strategies Group
California
$7.17M 642,083 +18,678 +3%
Wells Fargo
6
Wells Fargo
California
$6.21M 556,725 +7,684 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.55M 496,913 -132,282 -21%
DBIA
8
Dumont & Blake Investment Advisors
New Jersey
$5.21M 466,851 +233,036 +100%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.78M 338,785 -43,939 -11%
Cohen & Steers
10
Cohen & Steers
New York
$3.68M 329,884 – –
AAM
11
Advisors Asset Management
Colorado
$3.18M 284,886 -81,390 -22%
Mariner
12
Mariner
Kansas
$2.87M 256,766 -1,376 -0.5%
GIP
13
Greatmark Investment Partners
Georgia
$2.78M 249,194 -10,969 -4%
UBS Group
14
UBS Group
Switzerland
$2.14M 191,737 +28,880 +18%
JWBC
15
J.W. Burns & Co
New York
$2.1M 188,018 +41,210 +28%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.85M 165,981 -5,867 -3%
Ameriprise
17
Ameriprise
Minnesota
$1.85M 165,747 +2,893 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.81M 161,865 +2,751 +2%
RJA
19
Raymond James & Associates
Florida
$1.72M 154,136 -375 -0.2%
KPWS
20
Kestra Private Wealth Services
Texas
$1.44M 129,452 +2,720 +2%
GA
21
Geller Advisors
New York
$1.33M 119,595 – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.28M 114,942 +7,801 +7%
IGWM
23
ICA Group Wealth Management
Colorado
$1.28M 114,579 -4,317 -4%
NA
24
NewEdge Advisors
Louisiana
$1.24M 111,072 +20,417 +23%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.1M 98,290 +18,831 +24%
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