CALAMOS CONVERT OPPORT & INC (CHI) Top Institutional Shareholders
CALAMOS CONVERT OPPORT & INC (CHI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $188.42M in CHI holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of CHI tracked by InsiderSet, reporting ownership valued at approximately $28.24M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $34.08M, representing an estimated gain of +20.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed CHI value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ubs Group Ag, Morgan Stanley, and several other long-term asset managers with concentrated positions in CALAMOS CONVERT OPPORT & INC (CHI).
This page ranks the largest institutional CHI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
135
Total Reported Value
$188.42M
Largest Holder
Bank Of America Corp
Largest Position
$28.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
148
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 2,629,637 | $28,242,299 | $34,080,096 | +$5,837,797 | +20.67% | |
| Ubs Group Ag | 0.00% | 2,378,396 | $25,543,973 | $30,824,012 | +$5,280,039 | +20.67% | |
| Morgan Stanley | 0.00% | 1,413,476 | $15,180,732 | $18,318,649 | +$3,137,917 | +20.67% | |
| Wells Fargo & Company/Mn | 0.00% | 1,358,593 | $14,591,286 | $17,607,365 | +$3,016,079 | +20.67% | |
| D.A. Davidson & Co. | 0.07% | 1,097,250 | $11,784,473 | $14,220,360 | +$2,435,887 | +20.67% | |
| Lpl Financial Llc | 0.00% | 673,698 | $7,235,521 | $8,731,126 | +$1,495,605 | +20.67% | |
| Ameriprise Financial Inc | 0.00% | 643,321 | $6,909,266 | $8,337,440 | +$1,428,174 | +20.67% | |
| Guggenheim Capital Llc | 0.05% | 609,476 | $6,545,772 | $7,898,809 | +$1,353,037 | +20.67% | |
| Baird Financial Group, Inc. | 0.01% | 591,236 | $6,349,875 | $7,662,419 | +$1,312,544 | +20.67% | |
| Commonwealth Equity Services, Llc | 0.01% | 565,059 | $6,068,738 | $7,323,165 | +$1,254,427 | +20.67% | |
| Advisors Asset Management, Inc. | 0.06% | 330,954 | $3,554,446 | $4,289,164 | +$734,718 | +20.67% | |
| Raymond James Financial Inc | 0.00% | 301,680 | $3,240,042 | $3,909,773 | +$669,731 | +20.67% | |
| Grange Capital, Llc | 3.15% | 294,416 | $3,162,026 | $3,815,631 | +$653,605 | +20.67% | |
| Marathon Strategic Advisors, Llc | 2.23% | 288,327 | $3,096,628 | $3,736,718 | +$640,090 | +20.67% | |
| Harbour Investments, Inc. | 0.05% | 275,461 | $2,958,456 | $3,569,975 | +$611,519 | +20.67% | |
| Creekside Partners | 1.01% | 229,190 | $2,461,503 | $2,970,302 | +$508,799 | +20.67% | |
| Oppenheimer & Co Inc | 0.03% | 226,313 | $2,430,602 | $2,933,016 | +$502,414 | +20.67% | |
| Osaic Holdings, Inc. | 0.00% | 224,511 | $2,411,236 | $2,909,663 | +$498,427 | +20.67% | |
| Royal Bank Of Canada | 0.00% | 219,799 | $2,361,000 | $2,848,595 | +$487,595 | +20.65% | |
| Cetera Investment Advisers | 0.00% | 186,570 | $2,003,761 | $2,417,947 | +$414,186 | +20.67% | |
| Rockefeller Capital Management L.P. | 0.00% | 155,580 | $1,670,939 | $2,016,317 | +$345,378 | +20.67% | |
| Samalin Investment Counsel, Llc | 0.56% | 146,349 | $1,571,785 | $1,896,683 | +$324,898 | +20.67% | |
| Focus Partners Wealth | 0.00% | 143,225 | $1,538,236 | $1,856,196 | +$317,960 | +20.67% | |
| Everstar Asset Management, Llc | 0.64% | 111,723 | $1,199,905 | $1,447,930 | +$248,025 | +20.67% | |
| Pmg Family Office Llc | 1.19% | 99,052 | $1,063,818 | $1,283,714 | +$219,896 | +20.67% | |
| Kfa Private Wealth Group, Llc | 0.25% | 97,732 | $1,049,642 | $1,266,607 | +$216,965 | +20.67% | |
| Fifth Third Bancorp | 0.00% | 84,832 | $911,096 | $1,099,423 | +$188,327 | +20.67% | |
| Stifel Financial Corp | 0.00% | 79,237 | $851,000 | $1,026,912 | +$175,912 | +20.67% | |
| Total Wealth Planning & Management, Inc. | 0.61% | 71,436 | $767,223 | $925,811 | +$158,588 | +20.67% | |
| Iht Wealth Management, Llc | 0.02% | 71,052 | $763,098 | $920,834 | +$157,736 | +20.67% | |
| Sei Investments Co | 0.00% | 65,669 | $705,280 | $851,070 | +$145,790 | +20.67% | |
| Boreal Capital Management Llc | 0.56% | 1 | $684,353 | $13 | -$684,340 | -100.00% | |
| Institute For Wealth Management, Llc. | 0.07% | 59,277 | $636,638 | $768,230 | +$131,592 | +20.67% | |
| Captrust Financial Advisors | 0.00% | 55,298 | $593,901 | $716,662 | +$122,761 | +20.67% | |
| Legacy Wealth Management, Llc / Ms | 0.17% | 54,938 | $590,034 | $711,996 | +$121,962 | +20.67% | |
| Sam Advisors, Llc | 0.18% | 54,301 | $583,190 | $703,741 | +$120,551 | +20.67% | |
| Northern Trust Corp | 0.00% | 53,628 | $575,965 | $695,019 | +$119,054 | +20.67% | |
| Mutual Advisors, Llc | 0.01% | 51,577 | $553,937 | $668,438 | +$114,501 | +20.67% | |
| Geneos Wealth Management Inc. | 0.01% | 38,874 | $417,507 | $503,807 | +$86,300 | +20.67% | |
| Apollon Wealth Management, Llc | 0.01% | 37,864 | $406,662 | $490,717 | +$84,055 | +20.67% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 35,917 | $401,556 | $465,484 | +$63,928 | +15.92% | |
| &Partners | 0.00% | 36,995 | $397,326 | $479,455 | +$82,129 | +20.67% | |
| Northrock Partners, Llc | 0.01% | 35,272 | $378,825 | $457,125 | +$78,300 | +20.67% | |
| E&G Advisors, Lp | 0.08% | 34,902 | $374,845 | $452,330 | +$77,485 | +20.67% | |
| Creativeone Wealth, Llc | 0.01% | 34,288 | $368,253 | $444,372 | +$76,119 | +20.67% | |
| Benjamin Edwards Inc | 0.00% | 34,063 | $365,828 | $441,456 | +$75,628 | +20.67% | |
| Kestra Advisory Services, Llc | 0.00% | 33,451 | $359,265 | $433,525 | +$74,260 | +20.67% | |
| Central Trust Co | 0.01% | 33,400 | $358,716 | $432,864 | +$74,148 | +20.67% | |
| Arax Advisory Partners | 0.01% | 31,811 | $341,650 | $412,271 | +$70,621 | +20.67% | |
| Sigma Planning Corp | 0.01% | 30,636 | $329,026 | $397,043 | +$68,017 | +20.67% |
Frequently asked questions about CHI
Who owns the most CHI stock?
The largest holders of CHI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CALAMOS CONVERT OPPORT & INC (CHI).
Is CHI widely held by superinvestors?
Many widely followed stocks like CHI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CHI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.