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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -58,065 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Independent Financial Group, Llc | Buy | +1,000 | +2.4% | 43,333 | $454.13K | Q4 2025 | May 15, 2026 |
| Clearwave Capital, Llc | Buy | +13,060 | — | 13,060 | $136.87K | Q4 2025 | Mar 02, 2026 |
| Lexington Hill Partners, Llc | Buy | +21,939 | — | 21,939 | $229.92K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +322,265 | — | 322,265 | $3.38M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +103,066 | — | 103,066 | $1.08M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +28,500 | — | 28,500 | $298.68K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +19,066 | — | 19,066 | $199.81K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +3,700 | — | 3,700 | $38.78K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +575 | — | 575 | $6.03K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +2,484,015 | — | 2,484,015 | $26.03M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +694,810 | — | 694,810 | $7.28M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +659,365 | — | 659,365 | $6.91M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +218,299 | — | 218,299 | $2.29M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +216,092 | — | 216,092 | $2.26M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +212,666 | — | 212,666 | $2.23M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +149,847 | — | 149,847 | $1.57M | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +69,075 | — | 69,075 | $723.91K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +52,303 | — | 52,303 | $548.13K | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +44,564 | — | 44,564 | $467.03K | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +44,237 | — | 44,237 | $463.60K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +40,920 | — | 40,920 | $428.84K | Q4 2025 | Feb 17, 2026 |
| Df Dent & Co Inc | Buy | +29,418 | — | 29,418 | $308.30K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +29,189 | — | 29,189 | $305.90K | Q4 2025 | Feb 17, 2026 |
| Readystate Asset Management Lp | Buy | +24,702 | — | 24,702 | $258.88K | Q4 2025 | Feb 17, 2026 |
| One8Zero8, Llc | Buy | +13,350 | — | 13,350 | $139.91K | Q4 2025 | Feb 17, 2026 |
| Palogic Value Management, L.P. | Buy | +12,000 | — | 12,000 | $125.76K | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, Llc | Buy | +11,915 | — | 11,915 | $124.87K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +11,004 | — | 11,004 | $115.32K | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | Buy | +402 | — | 402 | $4.21K | Q4 2025 | Feb 17, 2026 |
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.
Related CHI Institutional Insights
- CHI Overview
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- CHI Insider Trading & SEC Form 4 Activity
- CHI Articles
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