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CHY

Calamos Convertible and High Income Fund

136 hedge funds and large institutions have $141M invested in Calamos Convertible and High Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

6% more capital invested

Capital invested by funds: $133M → $141M (+$7.97M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 135136 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.16% less ownership

Funds ownership: 17.32%16.16% (-1.2%)

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
47
Reduced
38
Closed
13
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
$16.4M -$8.76M -852,239 -36%
LPL Financial
2
LPL Financial
California
$14.1M +$298K +28,976 +2%
Wells Fargo
3
Wells Fargo
California
$12.7M +$5.91M +574,446 +99%
Morgan Stanley
4
Morgan Stanley
New York
$10.2M -$646K -62,831 -6%
GC
5
Guggenheim Capital
Illinois
$7.91M +$186K +18,044 +3%
PWSG
6
Pacific Wealth Strategies Group
California
$7.02M -$754K -73,370 -10%
CA
7
Cornerstone Advisory
Maryland
$4.66M -$8.33K -810 -0.2%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.3M +$224K +21,804 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$3.2M -$5.42K -527 -0.2%
GIP
10
Greatmark Investment Partners
Georgia
$2.84M +$6.05K +588 +0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.74M +$312K +30,353 +14%
Cohen & Steers
12
Cohen & Steers
New York
$2.65M +$1.09M +106,100 +79%
LCM
13
Landscape Capital Management
New Jersey
$2.62M -$283K -27,520 -10%
DBIA
14
Dumont & Blake Investment Advisors
New Jersey
$2.59M -$1.59K -155 -0.1%
AAM
15
Advisors Asset Management
Colorado
$2.49M +$866K +84,211 +59%
Mariner
16
Mariner
Kansas
$2.47M -$306K -29,751 -12%
MAM
17
Morse Asset Management
Connecticut
$2.13M +$129K +12,587 +7%
JWBC
18
J.W. Burns & Co
New York
$2.11M -$801K -77,863 -29%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.98M +$81.4K +7,916 +5%
Ameriprise
20
Ameriprise
Minnesota
$1.87M +$124K +12,053 +8%
UBS Group
21
UBS Group
Switzerland
$1.77M +$100K +9,773 +6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.47M -$86.4K -8,399 -6%
WAM
23
Wolverine Asset Management
Illinois
$1.47M -$110K -10,721 -7%
Corient Private Wealth
24
Corient Private Wealth
Florida
$1.44M
GFG
25
Greenberg Financial Group
Arizona
$1.41M -$418K -40,617 -28%

CHY Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q2 2025, worth a combined $141M — up 6% from $133M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CHY positions and 13 closed out — a net gain of 1 holder — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.91M. The largest seller was Bank of America, cutting an estimated $8.76M.

  • 136 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q2 2025, up from 135 in Q1 2025.
  • Funds reported $141M of Calamos Convertible and High Income Fund stock for Q2 2025, up 6% quarter-over-quarter.
  • 14 funds opened new Calamos Convertible and High Income Fund positions in Q2 2025 and 13 closed out, a net change of +1 holder.
  • The largest Calamos Convertible and High Income Fund buyer in Q2 2025 was Wells Fargo, an estimated $5.91M added.
  • The largest Calamos Convertible and High Income Fund seller in Q2 2025 was Bank of America, an estimated $8.76M sold.

Based on aggregated 13F filings for Q2 2025.