CHY β€” Calamos Funds/USA

Ownership history in CX Institutional  Β·  3 quarters on record

AI Ownership Summary

CX Institutional reported Calamos Funds/USA (CHY) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows CHY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in Calamos Funds/USA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CHY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CX Institutional held CHY β€” position size vs. price
% of Fund (quarterly)    CHY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 469 +11 +2.4% 0.00% $5 2026-04-06 $11.26
2025 Q4 REDUCED 458 -1,338 -74.5% 0.00% $5K 2026-02-02 $11.49
2025 Q3 INITIATED 1,796 β€” β€” 0.00% $20K 2025-10-23 $10.91

🏒 Other funds also holding CHY

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.03% HIGHLINE WEALTH PARTNERS LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About CX Institutional and CHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning CHY?

CX Institutional reported CHY across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported CHY position in CX Institutional's portfolio?

The largest reported portfolio weight for CHY was 0.00% in 2025 Q3.

What is the latest reported CHY position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 469 shares, equal to 0.00% of portfolio, with an estimated market value of $5.

What does the chart on this CHY ownership page compare?

The chart compares CX Institutional's quarterly CHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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