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CHY

Calamos Convertible and High Income Fund

135 hedge funds and large institutions have $133M invested in Calamos Convertible and High Income Fund in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

8% more funds holding

Funds holding: 125135 (+10)

0.63% more ownership

Funds ownership: 16.69%17.32% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

14% less capital invested

Capital invested by funds: $154M → $133M (-$20.8M)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
39
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$23.6M +$1.03M +92,871 +4%
LPL Financial
2
LPL Financial
California
$12.7M +$559K +50,572 +4%
Morgan Stanley
3
Morgan Stanley
New York
$9.99M -$2.65M -239,856 -20%
PWSG
4
Pacific Wealth Strategies Group
California
$7.21M -$136K -12,268 -2%
GC
5
Guggenheim Capital
Illinois
$7.08M -$580K -52,486 -7%
Wells Fargo
6
Wells Fargo
California
$5.84M -$64.3K -5,811 -1%
CA
7
Cornerstone Advisory
Maryland
$4.32M +$4.7M +424,741 New
Raymond James Financial
8
Raymond James Financial
Florida
$2.95M -$108K -9,732 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.81M +$85.3K +7,715 +3%
JWBC
10
J.W. Burns & Co
New York
$2.73M +$252K +22,795 +9%
LCM
11
Landscape Capital Management
New Jersey
$2.69M +$2.95M +266,337 New
GIP
12
Greatmark Investment Partners
Georgia
$2.6M +$43.4K +3,923 +2%
Mariner
13
Mariner
Kansas
$2.57M -$6.99K -632 -0.2%
DBIA
14
Dumont & Blake Investment Advisors
New Jersey
$2.38M -$3.59K -325 -0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.21M -$5.71M -516,792 -70%
MAM
16
Morse Asset Management
Connecticut
$1.83M +$371K +33,553 +23%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.74M +$775K +70,074 +69%
Ameriprise
18
Ameriprise
Minnesota
$1.6M -$10.8K -976 -0.6%
GFG
19
Greenberg Financial Group
Arizona
$1.57M +$1.6M +144,293 New
UBS Group
20
UBS Group
Switzerland
$1.53M -$85.8K -7,755 -5%
WAM
21
Wolverine Asset Management
Illinois
$1.46M +$1.6M +144,521 New
AAM
22
Advisors Asset Management
Colorado
$1.44M -$330K -29,860 -17%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.44M +$1.57M +142,350 New
Cohen & Steers
24
Cohen & Steers
New York
$1.36M
Corient Private Wealth
25
Corient Private Wealth
Florida
$1.33M +$1.45M +131,228 New

CHY Hedge Fund Activity: Q1 2025 in Review

135 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q1 2025, worth a combined $133M — down 14% from $154M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CHY positions and 10 closed out — a net gain of 13 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Cornerstone Advisory, opening a new position worth an estimated $4.7M. The largest seller was Royal Bank of Canada, cutting an estimated $5.71M.

  • 135 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $133M of Calamos Convertible and High Income Fund stock for Q1 2025, down 14% quarter-over-quarter.
  • 23 funds opened new Calamos Convertible and High Income Fund positions in Q1 2025 and 10 closed out, a net change of +13 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q1 2025 was Cornerstone Advisory, an estimated $4.7M added.
  • The largest Calamos Convertible and High Income Fund seller in Q1 2025 was Royal Bank of Canada, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2025.