CALAMOS CONVERT OPPORT & INC (CHI) Institutional Ownership Changes & 13F Activity

CALAMOS CONVERT OPPORT & INC (CHI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Advisors Asset Management, Inc., Ubs Group Ag, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcSell-13,676-50.1%13,610$182.92KQ2 2026Aug 18, 2026
Twin Lakes Capital Management, LlcBuy+7+2.1%341$4.59KQ2 2026Aug 18, 2026
Ameriprise Financial IncBuy+640,127—640,127$8.59MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+254,277+9.7%2,883,914$38.76MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+202,941+61.3%533,895$7.18MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+34,536+15.4%259,047$3.48MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+25,761—25,761$346.23KQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+20,000+36.4%75,000$1.01MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+15,728—15,728$211.38KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-12,756-4.2%288,924$3.88MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+9,093+17.6%60,670$815.41KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+8,400—8,400$109.03KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+4,247+0.3%1,362,840$18.32MQ2 2026Aug 14, 2026
Sei Investments CoSell-2,868-4.4%62,801$844.04KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,248+1.0%222,047$2.98MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+2,058—2,058$27.66KQ2 2026Aug 14, 2026
&PartnersBuy+400+1.1%37,395$502.59KQ2 2026Aug 14, 2026
Ubs Group AgBuy+196,134+8.2%2,574,530$34.60MQ2 2026Aug 13, 2026
Morgan StanleyBuy+137,555+9.7%1,551,031$20.85MQ2 2026Aug 13, 2026
Northern Trust CorpSell-6,846-12.8%46,782$628.75KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-4,700-8.5%50,598$680.04KQ2 2026Aug 13, 2026
Mariner, LlcBuy+4,690+20.0%28,092$377.56KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+2,400+7.0%36,688$493.09KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-1,258-0.8%154,322$2.07MQ2 2026Aug 13, 2026
Sam Advisors, LlcSell-625-1.2%53,676$721.40KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-64-0.2%29,306$393.88KQ2 2026Aug 13, 2026
Boreal Capital Management LlcSell-1-100.0%0$856.40KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+50,322+42.5%168,723$2.27MQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+33,833+5.6%643,309$8.65MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+22,625+3.8%613,861$8.25MQ2 2026Aug 12, 2026
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Frequently asked questions about CHI activity

  • Which institutional owners are buying CHI?

    Institutional owners buying CHI 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 CHI activity?

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

  • Is institutional interest in CHI increasing?

    Institutional interest in CHI 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.

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