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CHY

Calamos Convertible and High Income Fund

133 hedge funds and large institutions have $147M invested in Calamos Convertible and High Income Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

5% more capital invested

Capital invested by funds: $141M → $147M (+$6.4M)

0.42% more ownership

Funds ownership: 16.16%16.58% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 136133 (-3)

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% 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
18
Increased
44
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.4M +$1.03M +93,812 +7%
Wells Fargo
2
Wells Fargo
California
$13.9M +$932K +84,655 +7%
Bank of America
3
Bank of America
North Carolina
$13.8M -$2.87M -260,470 -17%
Morgan Stanley
4
Morgan Stanley
New York
$10.4M +$10.6K +962 +0.1%
GC
5
Guggenheim Capital
Illinois
$7.2M -$857K -77,808 -11%
PCM
6
Penserra Capital Management
California
$7.18M +$7.05M +639,926 New
PWSG
7
Pacific Wealth Strategies Group
California
$7.14M -$43.2K -3,919 -0.6%
CA
8
Cornerstone Advisory
Maryland
$4.47M -$282K -25,631 -6%
Cohen & Steers
9
Cohen & Steers
New York
$3.84M +$1.11M +101,000 +42%
Raymond James Financial
10
Raymond James Financial
Florida
$3.37M +$96.3K +8,748 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.98M -$339K -30,748 -10%
GIP
12
Greatmark Investment Partners
Georgia
$2.95M +$48.7K +4,418 +2%
AAM
13
Advisors Asset Management
Colorado
$2.79M +$239K +21,671 +10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.76M -$37.8K -3,436 -1%
WAM
15
Wolverine Asset Management
Illinois
$2.68M +$1.15M +104,858 +78%
DBIA
16
Dumont & Blake Investment Advisors
New Jersey
$2.64M -$8.81K -800 -0.3%
MAM
17
Morse Asset Management
Connecticut
$2.32M +$145K +13,193 +7%
JWBC
18
J.W. Burns & Co
New York
$2.07M -$79.4K -7,210 -4%
Ameriprise
19
Ameriprise
Minnesota
$1.88M -$29.8K -2,707 -2%
Mariner
20
Mariner
Kansas
$1.84M -$668K -60,641 -27%
UBS Group
21
UBS Group
Switzerland
$1.81M +$4.57K +415 +0.3%
RCM
22
Rivernorth Capital Management
Florida
$1.52M +$1.49M +135,169 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.48M -$534K -48,488 -27%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.48M -$26.8K -2,437 -2%
Corient Private Wealth
25
Corient Private Wealth
Florida
$1.47M

CHY Hedge Fund Activity: Q3 2025 in Review

133 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q3 2025, worth a combined $147M — up 4.5% from $141M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CHY positions and 15 closed out — a net gain of 3 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $7.05M. The largest seller was Bank of America, cutting an estimated $2.87M.

  • 133 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q3 2025, down from 136 in Q2 2025.
  • Funds reported $147M of Calamos Convertible and High Income Fund stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 18 funds opened new Calamos Convertible and High Income Fund positions in Q3 2025 and 15 closed out, a net change of +3 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q3 2025 was Penserra Capital Management, an estimated $7.05M added.
  • The largest Calamos Convertible and High Income Fund seller in Q3 2025 was Bank of America, an estimated $2.87M sold.

Based on aggregated 13F filings for Q3 2025.