Calamos Convertible and High Income Fund
CHY • NASDAQ
Calamos Convertible and High Income Fund is a asset management - income company in the financial services sector on NASDAQ, led by John S. Koudounis, with a market cap of $901.7M. As of Q3 2025, 16% of shares are held by 131 institutional investors, with LPL Financial LLC as the largest holder at 1.74%.
CEOJohn S. Koudounis
Overview
Overview of institutional ownership in CHY as of Q3 2025 with a market cap of $889.8M
All Institutions
- Institutions
- 131
- Value Held
- $145.8M
- Shares Held
- 13.0M
- Avg Position
- $1.1M
- Median Position
- $217.0K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $4.9M
- Shares Held
- 441.2K
- Avg Position
- $1.2M
- Median Position
- $1.1M
Ownership Breakdown
Based on market cap of $889.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in CHY as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $15.4M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $13.9M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $13.8M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $10.4M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $7.2M 0.05% of portfolio |
 Penserra Capital Management LLC ETF Provider | $7.2M 0.10% of portfolio |
 Pacific Wealth Strategies Group, Inc. RIA/Wealth | $7.1M 4.40% of portfolio |
C Cornerstone Advisory, LLP RIA/Wealth | $4.5M 0.44% of portfolio |
 COHEN & STEERS INC Institution | $3.8M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.4M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CHY in Q3 2025
- Traded
- +$4.5M
- Buyers
- 60
- Sellers
- 51
- Total Bought
- +$17.4M
- Total Sold
- −$12.8M
- Avg Position
- $1.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Penserra Capital Management LLC ETF Provider | +$7.2M +639.9K shares |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | +$1.5M +135.2K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$1.2M +104.9K shares |
COHEN & STEERS INC Institution | +$1.1M +101.0K shares |
L LPL Financial LLC Institution | +$1.1M +93.8K shares |
WELLS FARGO & COMPANY/MN Institution | +$949.8K +84.7K shares |
 Cetera Investment Advisers RIA/Wealth | +$674.6K +60.1K shares |
 Legacy Wealth Management, LLC / MS RIA/Wealth | +$316.3K +28.2K shares |
C Cadent Capital Advisors, LLC RIA/Wealth | +$280.5K +25.0K shares |
 Baird Financial Group, Inc. Private Equity | +$273.1K +24.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | −$2.9M −260.5K shares |
 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | −$2.1M −186.1K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$873.0K −77.8K shares |
 INTL FCSTONE INC. Institution | −$756.3K −68.8K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | −$680.4K −60.6K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$550.3K −49.0K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$544.0K −48.5K shares |
A Advisor Group Holdings, Inc. Institution | −$339.6K −30.7K shares |
 WINEBRENNER CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$329.7K −30.0K shares |
 Mirador Capital Partners LP RIA/Wealth | −$327.0K −29.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CHY in Q3 2025
- New Positions
- 8
- New Value
- $693.1K
- Exited Positions
- 14
- Exited Value
- $2.5M
New Positions
| Institution | Position Value |
|---|---|
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $220.3K 19.6K shares |
 Sage Capital Management, LLC RIA/Wealth | $145.9K 13.0K shares |
B BENJAMIN EDWARDS INC Institution | $117.8K 10.5K shares |
 United Financial Planning Group LLC RIA/Wealth | $112.2K 10.0K shares |
 TFC Financial Management RIA/Wealth | $33.7K 3.0K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $32.0K 2.9K shares |
 CX Institutional RIA/Wealth | $20.2K 1.8K shares |
 FIRST HORIZON NATIONAL CORP RIA/Wealth | $11.2K 1.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
INTL FCSTONE INC. Institution | $756.3K 68.8K shares |
WINEBRENNER CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $329.7K 30.0K shares |
$264.5K 24.1K shares | |
 L.M. KOHN & COMPANY RIA/Wealth | $242.0K 22.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $238.3K 21.7K shares |
H HRT FINANCIAL LLC Institution | $193.3K 17.6K shares |
 Quad-Cities Investment Group, LLC RIA/Wealth | $119.7K 10.9K shares |
 Koshinski Asset Management, Inc. RIA/Wealth | $119.0K 10.8K shares |
Q QTR Family Wealth, LLC RIA/Wealth | $118.1K 10.7K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $76.3K 7.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in CHY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CHY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Pacific Wealth Strategies Group, Inc. RIA/Wealth | 4.40% $7.1M |
 DUMONT & BLAKE INVESTMENT ADVISORS LLC RIA/Wealth | 0.67% $2.6M |
 Morse Asset Management, Inc RIA/Wealth | 0.47% $2.3M |
C Cornerstone Advisory, LLP RIA/Wealth | 0.44% $4.5M |
 GREATMARK INVESTMENT PARTNERS, INC. RIA/Wealth | 0.35% $2.9M |
 Chancellor Financial Group WB LP RIA/Wealth | 0.28% $389.6K |
 BURNS J W & CO INC/NY RIA/Wealth | 0.23% $2.1M |
 Samalin Investment Counsel, LLC RIA/Wealth | 0.20% $582.0K |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.18% $2.7M |
Legacy Wealth Management, LLC / MS RIA/Wealth | 0.17% $569.2K |
Hedge Fund Spotlight
Discover hedge funds investing in CHY
WOLVERINE ASSET MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerChristopher Lazarus Gust
- Portfolio Value
- $1.5B
- Positions
- 859
- Last Reported
- Q3 2025
Sector Allocation
Position in Calamos Convertible and High Income Fund
- Market Value
- $2.7M
- Shares Held
- 238.7K
- Portfolio Weight
- 0.18%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Medical - Healthcare Information Services Healthcare | $56.2M | 3.82% | |
ETF ETF | $36.0M | 2.45% | |
Unknown Unknown | $26.9M | 1.83% |
