CALAMOS CONVERT & HIGH INC (XCHYX) Institutional Ownership Changes & 13F Activity

CALAMOS CONVERT & HIGH INC (XCHYX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Bank Of America Corp, Morgan Stanley, Guggenheim Capital Llc, and Cohen & Steers, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-248,354-100.0%0$0.00Q4 2025Aug 26, 2026
Verus Capital Partners, LlcSell-1,352-9.5%12,936$146.30KQ4 2025Jul 09, 2026
Bison Wealth, LlcBuy+21,500—21,500$245.10KQ4 2025Mar 24, 2026
Corient Private Wealth LlcBuy+131,228—131,228$1.50MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+66,687—66,687$754.23KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+306,708—306,708$3.47MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+82,151—82,151$929.13KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+41,004—41,004$463.76KQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+16,487—16,487$186.47KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+1,235,080—1,235,080$13.97MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+719,274—719,274$8.13MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+282,618—282,618$3.20MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+250,958—250,958$2.84MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+131,344—131,344$1.49MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+128,506—128,506$1.45MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+75,555—75,555$854.53KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+56,015—56,015$633.53KQ4 2025Feb 17, 2026
Curi Capital, LlcBuy+51,645—51,645$588.79KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+39,150—39,150$441.61KQ4 2025Feb 17, 2026
&PartnersBuy+32,358—32,358$365.97KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+324—324$3.66KQ4 2025Feb 17, 2026
Wells Fargo & Company/MnBuy+1,281,487—1,281,487$14.49MQ4 2025Feb 13, 2026
Morgan StanleyBuy+943,356—943,356$10.67MQ4 2025Feb 13, 2026
Cohen & Steers, Inc.Buy+379,984—379,984$4.30MQ4 2025Feb 13, 2026
Mariner, LlcBuy+130,373—130,373$1.47MQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+92,350—92,350$1.04MQ4 2025Feb 13, 2026
Navis Wealth Advisors, LlcBuy+69,327—69,327$784.09KQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+63,416—63,416$717.24KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+32,891—32,891$372.00KQ4 2025Feb 13, 2026
Focus Partners WealthBuy+28,460—28,460$321.88KQ4 2025Feb 13, 2026
Showing 30 of 124

Frequently asked questions about XCHYX activity

  • Which institutional owners are buying XCHYX?

    Institutional owners buying XCHYX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XCHYX activity?

    "Buy" means an investor increased their reported position in XCHYX compared to the prior reporting period. This reflects growing exposure to CALAMOS CONVERT & HIGH INC (XCHYX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XCHYX increasing?

    Institutional interest in XCHYX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.