CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

124 hedge funds and large institutions have $154M invested in Calamos Convertible and High Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
42
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.66M
2
GC
2
Guggenheim Capital
Illinois
$9.15M
3
OFS
3
OneAscent Financial Services
Alabama
$933K
4
UBP
4
Union Bancaire Privee
Switzerland
$578K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.93M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$404K
2
IAIM
2
International Assets Investment Management
Florida
$559K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$1.64M
5
AAM
5
Advisors Asset Management
Colorado
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$27.3M 2,248,514 +23,123 +1%
Morgan Stanley
2
Morgan Stanley
New York
$14.9M 1,229,196 +35,588 +3%
LPL Financial
3
LPL Financial
California
$14.6M 1,202,832 +26,839 +2%
GC
4
Guggenheim Capital
Illinois
$9.15M 753,735 +116,502 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.93M 735,969 +46,321 +7%
PWSG
6
Pacific Wealth Strategies Group
California
$8.81M 726,109 +19,677 +3%
Wells Fargo
7
Wells Fargo
California
$7.09M 583,826 +2,108 +0.4%
Raymond James Financial
8
Raymond James Financial
Florida
$3.66M 301,508 +301,508 New
Osaic Holdings
9
Osaic Holdings
Arizona
$3.29M 270,956 -21,138 -7%
Mariner
10
Mariner
Kansas
$3.1M 255,282 -1,436 -0.6%
GIP
11
Greatmark Investment Partners
Georgia
$3.08M 253,689 +6,926 +3%
CCA
12
Cadent Capital Advisors
Oklahoma
$3.01M 247,714 +15,856 +7%
JWBC
13
J.W. Burns & Co
New York
$3M 247,096 +26,178 +12%
DBIA
14
Dumont & Blake Investment Advisors
New Jersey
$2.87M 236,321 +1,547 +0.7%
AAM
15
Advisors Asset Management
Colorado
$2.09M 172,332 -53,690 -24%
UBS Group
16
UBS Group
Switzerland
$1.93M 159,050 -5,231 -3%
Ameriprise
17
Ameriprise
Minnesota
$1.93M 158,914 -7,417 -4%
MAM
18
Morse Asset Management
Connecticut
$1.79M 147,830 +17,307 +13%
Cohen & Steers
19
Cohen & Steers
New York
$1.64M 134,884 -135,000 -50%
KPWS
20
Kestra Private Wealth Services
Texas
$1.54M 127,078 +3,283 +3%
GA
21
Geller Advisors
New York
$1.46M 119,595 – –
NA
22
NewEdge Advisors
Louisiana
$1.35M 110,993 -27,256 -20%
AWM
23
Apollon Wealth Management
South Carolina
$1.34M 110,188 +11,075 +11%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.3M 106,807 +8,792 +9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.24M 102,281 -53,507 -34%
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