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CHY · Calamos Convertible & High Income Fund

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$12.14 -0.36 (-2.88%)
Market Cap
$1.00B
Shares
80.33M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 136
Total Value: $144,425,040
Total Shares: 12,725,294
Showing 1–100 of 136 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 134 13F filers
Top Holder
11.3%
Jun 2023 → Mar 2026 · range 10.5% – 17.8%
of institutional value
Top 5
44.7%
Jun 2023 → Mar 2026 · range 41.2% – 48.6%
of institutional value
Top 10
60.4%
Jun 2023 → Mar 2026 · range 58.5% – 65.5%
of institutional value
HHI
511
Jun 2023 → Mar 2026 · range 473 – 667
Broadly held
Showing 100 of 136
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega LPL Financial LLC $15,723,526 10.89% 1,443,850
Mega WELLS FARGO & COMPANY/MN $14,174,532 9.81% 1,301,610
Mega BANK OF AMERICA CORP /DE/ Bank $13,677,317 9.47% 1,255,952
Mega MORGAN STANLEY $10,602,383 7.34% 973,589
Large GUGGENHEIM CAPITAL LLC $7,919,404 5.48% 727,218
Micro Pacific Wealth Strategies Group, Inc. $6,017,629 4.17% 441,823
Large COHEN & STEERS, INC. $5,472,050 3.79% 502,484
Small GREATMARK INVESTMENT PARTNERS, INC. $4,094,607 2.84% 300,632
Mega RAYMOND JAMES FINANCIAL INC $3,670,114 2.54% 337,017
Mid Advisors Asset Management, Inc. $3,399,019 2.35% 312,123
Large OSAIC HOLDINGS, INC. $3,279,533 2.27% 301,151
Small Cornerstone Advisory, LLC $3,032,832 2.10% 278,497
Mega ROYAL BANK OF CANADA Bank $2,514,010 1.74% 230,855
Small DUMONT & BLAKE INVESTMENT ADVISORS LLC $2,406,853 1.67% 221,015
Small Morse Asset Management, Inc $2,301,939 1.59% 211,381
Large Cambridge Investment Research Advisors, Inc. $2,141,840 1.48% 157,257
Small Shaker Financial Services, LLC $2,141,799 1.48% 157,254
Mega UBS Group AG $2,001,843 1.39% 183,824
Large Corient Private Wealth LLC $1,861,405 1.29% 170,928
Large COMMONWEALTH EQUITY SERVICES, LLC $1,776,561 1.23% 163,137
Large Cetera Investment Advisers $1,626,748 1.13% 149,380
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $1,499,235 1.04% 110,076
Large Janney Montgomery Scott LLC $1,276,122 0.88% 117,183
Large Baird Financial Group, Inc. $1,268,369 0.88% 116,471
Micro PMG Family Office LLC Family Office $1,251,732 0.87% 91,904
Mega AMERIPRISE FINANCIAL INC $1,189,024 0.82% 109,185
Large Mariner, LLC $1,106,957 0.77% 101,649
Small Cadent Capital Advisors, LLC $963,615 0.67% 70,750
Small BURNS J W & CO INC/NY $903,346 0.63% 66,325
Mid Beacon Pointe Advisors, LLC $815,497 0.56% 74,885
Large Rockefeller Capital Management L.P. $807,318 0.56% 74,134
Mid Compound Planning, Inc. $787,183 0.55% 72,285
Small Samalin Investment Counsel, LLC $786,459 0.54% 57,743
Large NewEdge Advisors, LLC $762,038 0.53% 69,976
Large Kestra Advisory Services, LLC $741,922 0.51% 54,473
Mid Apollon Wealth Management, LLC $735,384 0.51% 53,993
Small Legacy Wealth Management, LLC / MS $698,174 0.48% 51,261
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $660,870 0.46% 60,686
Large STIFEL FINANCIAL CORP $650,721 0.45% 59,754
Mega MILLENNIUM MANAGEMENT LLC $642,912 0.45% 59,037
Mid Stratos Wealth Partners, LTD. $593,461 0.41% 54,496
Mid PFG Investments, LLC $586,885 0.41% 43,090
Mid Curi Capital, LLC $562,413 0.39% 51,645
Large TRUIST FINANCIAL CORP $512,506 0.35% 37,629
Micro LifeWealth Investments, LLC $476,604 0.33% 34,993
Small Bison Wealth, LLC $453,518 0.31% 33,298
Mid D.A. DAVIDSON & CO. $446,327 0.31% 32,770
Mid J.W. COLE ADVISORS, INC. $438,250 0.30% 32,177
Mid Kingsview Wealth Management, LLC $428,412 0.30% 39,340
Large NATIONAL BANK OF CANADA /FI/ Bank $416,542 0.29% 38,250
Mega JANE STREET GROUP, LLC $408,047 0.28% 37,470
Small Chancellor Financial Group WB LP $397,223 0.28% 36,476
Small SHEETS SMITH WEALTH MANAGEMENT $363,395 0.25% 26,681
Large Steward Partners Investment Advisory, LLC $350,625 0.24% 32,197
Small COFG Advisors, LLC $349,514 0.24% 32,095
Large &PARTNERS $332,449 0.23% 30,528
Small Autumn Glory Partners, LLC $326,700 0.23% 30,000
Small Graves Light Lenhart Wealth, Inc. $324,537 0.22% 23,828
Large HRT FINANCIAL LP $320,438 0.22% 29,425
Large Focus Partners Wealth $318,652 0.22% 29,261
Small MKT Advisors LLC $314,799 0.22% 23,113
Mid WEDBUSH SECURITIES INC Broker-Dealer $287,736 0.20% 21,126
Mid OPPENHEIMER & CO INC $285,873 0.20% 26,251
Mid Concurrent Investment Advisors, LLC $277,398 0.19% 20,367
Mid Prospera Financial Services Inc $261,449 0.18% 19,196
Mid Chicago Partners Investment Group LLC $259,116 0.18% 23,794
Small Mirador Capital Partners LP $257,867 0.18% 18,933
Small HOWARD FINANCIAL SERVICES, LTD. $254,026 0.18% 18,651
Micro Merrithew & Thorsten Inc $242,095 0.17% 22,231
Small MELFA WEALTH MANAGEMENT, INC. $232,942 0.16% 17,103
Micro SOL Capital Management CO $230,966 0.16% 21,209
Small Summit Financial Strategies, Inc. $224,580 0.16% 16,489
Mid Meridian Wealth Management, LLC $223,343 0.15% 20,509
Large MML INVESTORS SERVICES, LLC $221,600 0.15% 20,349
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $215,155 0.15% 15,797
Mid PATTEN & PATTEN INC/TN $214,391 0.15% 19,687
Mid Prime Capital Investment Advisors, LLC $208,902 0.14% 19,183
Mid XTX Topco Ltd $207,802 0.14% 19,082
Large Cerity Partners LLC $196,956 0.14% 18,086
Small Oxbow Advisors, LLC $190,575 0.13% 17,500
Mega ENVESTNET ASSET MANAGEMENT INC $189,083 0.13% 17,363
Mid EP Wealth Advisors, LLC $179,543 0.12% 16,487
Large DAVENPORT & Co LLC $177,277 0.12% 13,016
Small INSIGNEO ADVISORY SERVICES, LLC $174,599 0.12% 16,033
Mid Spire Wealth Management $173,559 0.12% 12,743
Micro Tandem Investment Partners LLC $170,454 0.12% 12,515
Small PKS Advisory Services, LLC $163,818 0.11% 15,043
Mid WOLVERINE ASSET MANAGEMENT LLC $158,264 0.11% 14,533
Mid BENJAMIN EDWARDS INC $148,458 0.10% 10,900
Mid INDEPENDENT FINANCIAL GROUP, LLC $146,646 0.10% 10,767
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $139,700 0.10% 10,257
Large CWM, LLC $131,790 0.09% 12,102
Large Creative Planning $130,353 0.09% 11,970
Small VERUS CAPITAL PARTNERS, LLC $130,266 0.09% 11,962
Small Zhang Financial LLC $128,992 0.09% 11,845
Mid Allworth Financial LP $125,017 0.09% 11,480
Small Stonebrook Private Inc. $118,374 0.08% 10,870
Mid Virtu Financial LLC $118,330 0.08% 10,866
Large NOMURA HOLDINGS INC $108,900 0.08% 10,000
Mid HARBOUR INVESTMENTS, INC. $97,106 0.07% 8,917
Key facts CIK 1222719 CUSIP 12811P108 13F (30d) 50 filings 50 filers

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