XCHYX

Calamos Convert & High INC

-$10.5M

Net Activity

Institutions Holding

132

Popularity Rank

#3847

Avg Weight

0.07%

Total Value

$136.6M

Ownership Trend

132 institutions currently hold XCHYX, with 72 net buyers and 39 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

39

Net Buying Institutions

72

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$15.7M
WF
Wells Fargo & Company/mn
$14.2M
BO
Bank Of America CORP /de/
$13.7M
MS
Morgan Stanley
$10.6M
GC
Guggenheim Capital LLC
$7.9M

Top 5 by Conviction

PW
Pacific Wealth Strategies Group, Inc.
3.71%
PF
PMG Family Office LLC
1.10%
BC
Boreal Capital Management LLC
0.54%
MA
Morse Asset Management, Inc
0.48%
GI
Greatmark Investment Partners, INC.
0.38%
View all 132 holding institutions

Quarterly Activity

Recent Activity

+$108.9M

Total Buy Value

$54.1M

Total Sell Value

New buy21
Trim28
Add51
Sold out11

72

Net Buyers

39

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CALAMOS CONVERT & HIGH INC (XCHYX)?
Major stakeholders currently include LPL Financial LLC ($15.7M), Wells Fargo & Company/mn ($14.2M), Bank Of America CORP /de/ ($13.7M). Based on the latest 13F filings, there are a total of 132 tracked investment funds and institutions maintaining positions in XCHYX.
What is the overall institutional sentiment toward XCHYX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $10.5M, driven by 72 managers accumulating shares while 39 reduced their exposure.
Which institutions have been selling or reducing their XCHYX positions?
In the latest period, 28 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $54.1M.
Are there any notable investors adding XCHYX to their portfolios?
Yes, buying activity remains notable. 21 institutions opened new positions in {ticker}, and 51 existing holders added to their shares. The total reported buy value for the quarter amounted to $108.9M.

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