Who Owns CHI?
Calamos Convertible Opportunities and Income Fund — Institutional Ownership & 13F Holdings
$12.02
-0.07 (-0.58%)
Market Cap
$956.3M
Shares Outstanding
79,627,683
Institutional Holders
118
Total Inst. Value
$134.1M
% of Float Held
19.9%
QoQ Holder Change
+49
Institutional data as of Q1 2025
New Positions
33
Closed Positions
17
Increased
34
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UBS Group AG | $17.5M | 1,822,128 |
| 2 | BANK OF AMERICA CORP /DE/ | $14.2M | 1,478,279 |
| 3 | MORGAN STANLEY | $14.2M | 1,475,803 |
| 4 | WELLS FARGO & COMPANY/MN | $13.1M | 1,366,671 |
| 5 | D.A. DAVIDSON & CO. | $9.0M | 940,247 |
| 6 | GUGGENHEIM CAPITAL LLC | $6.7M | 699,599 |
| 7 | AMERIPRISE FINANCIAL INC | $5.0M | 523,283 |
| 8 | Baird Financial Group, Inc. | $4.8M | 501,632 |
| 9 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New | $3.4M | 353,411 |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.2M | 334,319 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +108K | $14.2M |
| MORGAN STANLEY | +103K | $14.2M |
| D.A. DAVIDSON & CO. | +30K | $9.0M |
| AMERIPRISE FINANCIAL INC | +23K | $5.0M |
| Baird Financial Group, Inc. | +32K | $4.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -406K | $13.1M |
| GUGGENHEIM CAPITAL LLC | -62K | $6.7M |
| UBS Group AG | -49K | $17.5M |
| ROYAL BANK OF CANADA | -21K | $1.8M |
| Steward Partners Investment Advisory, LLC | -16K | $198K |
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Frequently Asked Questions
How many institutional investors hold CHI?
As of Q1 2025, 118 institutional investors report holding CHI (Calamos Convertible Opportunities and Income Fund) in their 13F filings.
What percentage of Calamos Convertible Opportunities and Income Fund is owned by institutions?
Institutional investors hold approximately 19.9% of Calamos Convertible Opportunities and Income Fund's float as reported in SEC 13F filings.
Which hedge fund owns the most CHI?
The largest institutional holder of CHI is UBS Group AG with $17.5M in shares.
Are institutions buying or selling CHI?
This quarter, 33 institutions opened new positions in CHI and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.