Calamos Convert Opport &CHI
13F holders, Q1 2024 (March 31)107holders
1famous investor
$11.35avg. 13F price*
At the end of Q1 2024, 107 institutions reported holding Calamos Convert Opport & Inc. (CHI) in their 13F filings. The largest holders were Wells Fargo & Company ($17.7M), UBS Group AG ($17.5M) and Morgan Stanley ($15.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Calamos Convert Opport & Inc.
- CUSIP
- 128117108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.6M |
| Exits | 15 | $6.5M |
Ownership 107 holders
| Wells Fargo & Company | 0.00% | Add +10.3% | 1,560,580 | $17.7M |
| UBS Group AG | 0.01% | Add +0.7% | 1,543,433 | $17.5M |
| Morgan Stanley | 0.00% | Reduce -5.2% | 1,330,810 | $15.1M |
| Bank of America Corp. | 0.00% | Add +11.3% | 1,058,639 | $12.0M |
| D.A. Davidson & Co. | 0.09% | Add +15.2% | 842,003 | $9.6M |
| Guggenheim Capital LLC | 0.06% | Reduce -3.7% | 699,929 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.1% | 605,914 | $6.9M |
| LPL Financial LLC | 0.00% | Add +7.3% | 570,480 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Add +15.0% | 495,730 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.1% | 429,934 | $4.9M |
| Cohen & Steers, Inc. | 0.01% | No change | 372,278 | $4.2M |
| Lindbrook Capital, LLC | 0.38% | Reduce -1.8% | 356,531 | $4.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +7.9% | 296,194 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +4.8% | 264,752 | $3.0M |
| Apollon Wealth Management, LLC | 0.09% | Add +7.1% | 245,287 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.4% | 209,810 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -22.3% | 203,313 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -46.3% | 196,560 | $2.2M |
| Harbour Investments, Inc. | 0.07% | Add +0.4% | 180,284 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +5.5% | 153,460 | $1.7M |
| Connectus Wealth, LLC | 0.05% | Add +0.2% | 149,975 | $1.7M |
| Raymond James & Associates | 0.00% | Add +2.3% | 145,480 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +180.9% | 136,611 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.6% | 114,871 | $1.3M |
| Samalin Investment Counsel, LLC | 0.55% | Reduce -8.7% | 101,103 | $1.1M |
| Marks Group Wealth Management, Inc | 0.11% | No change | 93,898 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +358.6% | 93,010 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.7% | 83,328 | $946K |
| NewEdge Advisors, LLC | 0.01% | Add +82.2% | 76,527 | $869K |
| Captrust Financial Advisors | 0.00% | Reduce -11.6% | 71,191 | $808K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +9.8% | 63,597 | $722K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.9% | 57,758 | $656K |
| HighTower Advisors, LLC | 0.00% | Add +13.7% | 52,674 | $598K |
| L.M. Kohn & Company | 0.17% | Add +83.6% | 52,494 | $596K |
| Sigma Planning Corp | 0.02% | New | 50,997 | $579K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.6% | 44,390 | $504K |
| Semus Wealth Partners LLC | 0.42% | Reduce -12.8% | 43,809 | $497K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -12.0% | 40,538 | $460K |
| E&G Advisors, LLC | 0.13% | Reduce -0.7% | 37,102 | $421K |
| Stephens Inc. | 0.01% | No change | 36,562 | $415K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.0% | 32,342 | $367K |
| Founders Financial Alliance, LLC | 0.11% | Add +0.6% | 31,887 | $362K |
| Dumont & Blake Investment Advisors LLC | 0.10% | Reduce -1.3% | 30,970 | $352K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -13.3% | 30,903 | $351K |
| First Nebraska Trust Co | 0.04% | No change | 30,815 | $350K |
| DF Dent & Co. Inc. | 0.00% | Add +0.8% | 30,396 | $345K |
| SAM Advisors, LLC | 0.12% | Reduce -2.3% | 27,966 | $317K |
| Arax Advisory Partners | 0.03% | New | 27,445 | $312K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.0% | 27,433 | $311K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.8% | 27,276 | $310K |
| Stifel Financial Corp. | 0.00% | Reduce -5.1% | 27,055 | $307K |
| Sonora Investment Management Group, LLC | 0.02% | Add +0.8% | 26,350 | $299K |
| Game Plan Financial Advisors, LLC | 0.17% | No change | 26,075 | $296K |
| TFG Advisers LLC | 0.11% | Reduce -0.8% | 25,611 | $291K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.5% | 25,525 | $290K |
| Capital CS Group, LLC | 0.29% | No change | 25,224 | $286K |
| Hollencrest Capital Management | 0.01% | No change | 24,293 | $276K |
| Independent Financial Group, LLC | 0.01% | Add +26.3% | 24,000 | $272K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 23,059 | $262K |
| Financial Advocates Investment Management | 0.01% | Add +0.7% | 22,770 | $258K |
| Mariner, LLC | 0.00% | Add +65.3% | 21,026 | $239K |
| CX Institutional | 0.01% | No change | 20,502 | $233K |
| Wealth Effects LLC | 0.08% | Add +0.2% | 20,127 | $228K |
| PFG Investments, LLC | 0.01% | New | 18,401 | $209K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -17.1% | 17,636 | $200K |
| CoreCap Advisors, LLC | 0.01% | Reduce -12.2% | 17,072 | $194K |
| Wedbush Securities Inc. | 0.01% | No change | 17,010 | $193K |
| EP Wealth Advisors, LLC | 0.00% | No change | 15,500 | $176K |
| Kestra Advisory Services, LLC | 0.00% | Add +34.2% | 15,221 | $173K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 15,041 | $171K |
| Prudential Financial Inc. | 0.00% | New | 14,030 | $159K |
| Melfa Wealth Management, Inc. | 0.11% | Add +0.5% | 13,993 | $159K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -21.8% | 13,400 | $152K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 12,300 | $140K |
| Palogic Value Management, L.P. | 0.06% | No change | 12,000 | $136K |
| MML Investors Services, LLC | 0.00% | Add +2.8% | 11,345 | $129K |
| Gray Wealth Management Inc. | 0.06% | Add +1.0% | 11,336 | $129K |
| Citadel Advisors | 0.00% | Reduce -37.8% | 11,309 | $128K |
| Hyman Charles D | 0.01% | No change | 11,050 | $125K |
| Nwam LLC | 0.01% | Add +2.9% | 10,583 | $119K |
| Barrett & Company, Inc. | 0.06% | No change | 10,250 | $116K |
| Beverly Hills Private Wealth, LLC | 0.03% | New | 10,056 | $114K |
| Monetary Management Group Inc. | 0.03% | New | 10,000 | $114K |
| Lanark Financial, Inc. | 0.01% | No change | 9,043 | $112K |
| Gen-Wealth Partners Inc | 0.04% | — | 7,040 | $80K |
| Comerica Bank | 0.00% | No change | 6,290 | $71K |
| Allworth Financial LP | 0.00% | No change | 5,300 | $60K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.8% | 4,380 | $50K |
| Global Retirement Partners, LLC | 0.00% | Add +89.0% | 4,325 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 4,000 | $45K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +23.6% | 3,876 | $44K |
| Creekmur Asset Management LLC | 0.01% | Reduce -70.0% | 3,857 | $44K |
| ORG Partners LLC | 0.08% | New | 3,841 | $43K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 3,400 | $39K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 3,000 | $34K |
| Private Trust Co. NA | 0.00% | No change | 3,000 | $34K |
| Caldwell Trust Co | 0.00% | No change | 1,534 | $17K |
| Highlander Capital Management, LLC | 0.00% | No change | 1,027 | $12K |
| MeadowBrook Investment Advisors LLC | 0.01% | Reduce -65.2% | 920 | $10K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 725 | $8K |
"% of holder's portfolio" is CHI's weight in each manager's 13F, not the share of Calamos Convert Opport & Inc. the manager owns.