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Calamos Convertible and High Income Fund

128 hedge funds and large institutions have $151M invested in Calamos Convertible and High Income Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

3% more capital invested

Capital invested by funds: $147M → $151M (+$3.79M)

0.18% more ownership

Funds ownership: 16.58%16.76% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 133128 (-5)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
45
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.7M +$1.18M +102,664 +7%
Wells Fargo
2
Wells Fargo
California
$14.5M +$508K +44,371 +4%
Bank of America
3
Bank of America
North Carolina
$14M +$73.3K +6,404 +0.5%
Morgan Stanley
4
Morgan Stanley
New York
$10.7M +$182K +15,885 +2%
GC
5
Guggenheim Capital
Illinois
$8.13M +$891K +77,789 +12%
PCM
6
Penserra Capital Management
California
$7.97M +$748K +65,280 +10%
PWSG
7
Pacific Wealth Strategies Group
California
$6.56M -$647K -56,450 -9%
Cohen & Steers
8
Cohen & Steers
New York
$4.3M +$435K +38,000 +11%
CA
9
Cornerstone Advisory
Maryland
$4.12M -$388K -33,847 -8%
Raymond James Financial
10
Raymond James Financial
Florida
$3.47M +$76.9K +6,711 +2%
GIP
11
Greatmark Investment Partners
Georgia
$3.2M +$232K +20,279 +8%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.2M +$148K +12,891 +5%
Corient Private Wealth
13
Corient Private Wealth
Florida
$2.99M +$1.5M +131,228 +100%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.84M +$55.7K +4,864 +2%
AAM
15
Advisors Asset Management
Colorado
$2.7M -$106K -9,235 -4%
DBIA
16
Dumont & Blake Investment Advisors
New Jersey
$2.59M -$73.1K -6,380 -3%
MAM
17
Morse Asset Management
Connecticut
$2.37M +$26.8K +2,344 +1%
GFG
18
Greenberg Financial Group
Arizona
$2.28M +$2.3M +201,222 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.83M +$340K +29,718 +23%
UBS Group
20
UBS Group
Switzerland
$1.6M -$228K -19,882 -12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.55M +$92.8K +8,105 +6%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.49M +$75.7K +6,607 +5%
Mariner
23
Mariner
Kansas
$1.47M -$388K -33,885 -21%
Ameriprise
24
Ameriprise
Minnesota
$1.45M -$444K -38,778 -23%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.36M -$130K -11,362 -9%