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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Guggenheim Capital Llc, Ameriprise Financial Inc, Raymond James Financial Inc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-58,065-100.0%0$0.00Q4 2025Aug 26, 2026
Independent Financial Group, LlcBuy+1,000+2.4%43,333$454.13KQ4 2025May 15, 2026
Clearwave Capital, LlcBuy+13,060—13,060$136.87KQ4 2025Mar 02, 2026
Lexington Hill Partners, LlcBuy+21,939—21,939$229.92KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+322,265—322,265$3.38MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+103,066—103,066$1.08MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+28,500—28,500$298.68KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+19,066—19,066$199.81KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+3,700—3,700$38.78KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+575—575$6.03KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+2,484,015—2,484,015$26.03MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+694,810—694,810$7.28MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+659,365—659,365$6.91MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+218,299—218,299$2.29MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+216,092—216,092$2.26MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+212,666—212,666$2.23MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+149,847—149,847$1.57MQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+69,075—69,075$723.91KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+52,303—52,303$548.13KQ4 2025Feb 17, 2026
Northern Trust CorpBuy+44,564—44,564$467.03KQ4 2025Feb 17, 2026
&PartnersBuy+44,237—44,237$463.60KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+40,920—40,920$428.84KQ4 2025Feb 17, 2026
Df Dent & Co IncBuy+29,418—29,418$308.30KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+29,189—29,189$305.90KQ4 2025Feb 17, 2026
Readystate Asset Management LpBuy+24,702—24,702$258.88KQ4 2025Feb 17, 2026
One8Zero8, LlcBuy+13,350—13,350$139.91KQ4 2025Feb 17, 2026
Palogic Value Management, L.P.Buy+12,000—12,000$125.76KQ4 2025Feb 17, 2026
Modern Wealth Management, LlcBuy+11,915—11,915$124.87KQ4 2025Feb 17, 2026
Creative PlanningBuy+11,004—11,004$115.32KQ4 2025Feb 17, 2026
Cape Investment Advisory, Inc.Buy+402—402$4.21KQ4 2025Feb 17, 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.