Who Owns Calamos Convertible Opportunities and Income Fund (CHI)?Hedge Fund & Institutional Holders

$11.30+0.00 (+0.03%)Financial ServicesNASDAQ

Institutional Holders

118

as of QNaN NaN

Total Institutional Value

$144.5T

% of Float Held

19.9%

QoQ Change in Holders

+118 / -0

Price History

CHI — Biggest Institutional Buyers This Quarter

Fund	Shares Added	Value	% of Portfolio
UBS Group AGNew	1.8M	$17.5T	3.21%
BANK OF AMERICA CORP /DE/New	1.5M	$14.2T	1.15%
MORGAN STANLEYNew	1.5M	$14.2T	1.01%
WELLS FARGO & COMPANY/MNNew	1.4M	$13.1T	2.98%
D.A. DAVIDSON & CO.New	940K	$9.0T	72.41%
GUGGENHEIM CAPITAL LLCNew	700K	$6.7T	61.63%
COMMONWEALTH EQUITY SERVICES, LLCNew	638K	$6.1T	8.65%
AMERIPRISE FINANCIAL INCNew	523K	$5.0T	1.35%
LPL Financial LLCNew	504K	$4.8T	1.88%
Baird Financial Group, Inc.New	502K	$4.8T	9.26%
AVANTAX ADVISORY SERVICES, INC.New	355K	$3.4T	20.64%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New	353K	$3.4T	0.30%
RAYMOND JAMES FINANCIAL INCNew	334K	$3.2T	1.21%
Creekside PartnersNew	266K	$2.5T	1.33%
Apollon Wealth Management, LLCNew	240K	$2.3T	0.05%

Top Institutional Holders(QNaN NaN)

#	Fund	Shares	Value	% of Portfolio	QoQ Share Change
1	UBS Group AG	1,822,128	$17.5T	3.21%	New
2	BANK OF AMERICA CORP /DE/	1,478,279	$14.2T	1.15%	New
3	MORGAN STANLEY	1,475,803	$14.2T	1.01%	New
4	WELLS FARGO & COMPANY/MN	1,366,671	$13.1T	2.98%	New
5	D.A. DAVIDSON & CO.	940,247	$9.0T	72.41%	New
6	GUGGENHEIM CAPITAL LLC	699,599	$6.7T	61.63%	New
7	COMMONWEALTH EQUITY SERVICES, LLC	637,601	$6.1T	8.65%	New
8	AMERIPRISE FINANCIAL INC	523,283	$5.0T	1.35%	New
9	LPL Financial LLC	503,880	$4.8T	1.88%	New
10	Baird Financial Group, Inc.	501,632	$4.8T	9.26%	New
11	AVANTAX ADVISORY SERVICES, INC.	354,679	$3.4T	20.64%	New
12	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	353,411	$3.4T	0.30%	New
13	RAYMOND JAMES FINANCIAL INC	334,319	$3.2T	1.21%	New
14	Creekside Partners	265,612	$2.5T	1.33%	New
15	Apollon Wealth Management, LLC	239,701	$2.3T	0.05%	New
16	HARBOUR INVESTMENTS, INC.	228,731	$2.2T	0.06%	New
17	Grange Capital, LLC	217,861	$2.1T	2.44%	New
18	Marathon Strategic Advisors, LLC	205,442	$2.0T	2.12%	New
19	WOLVERINE ASSET MANAGEMENT LLC	189,222	$1.8T	21.68%	New
20	ROYAL BANK OF CANADA	185,268	$1.8T	0.37%	New
21	Rockefeller Capital Management L.P.	180,846	$1.7T	4.28%	New
22	OPPENHEIMER & CO INC	171,779	$1.6T	24.87%	New
23	OSAIC HOLDINGS, INC.	149,806	$1.4T	3.20%	New
24	Focus Partners Wealth	145,473	$1.4T	3.50%	New
25	Everstar Asset Management, LLC	126,109	$1.2T	0.88%	New
26	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	109,828	$1.1T	0.86%	New
27	KFA Private Wealth Group, LLC	97,978	$939.6B	0.33%	New
28	Total Wealth Planning & Management, Inc.	75,684	$725.8B	0.69%	New
29	Cetera Investment Advisers	68,543	$657.3B	1.27%	New
30	HighTower Advisors, LLC	62,655	$600.9B	0.82%	New
31	Sigma Planning Corp	60,334	$578.6B	0.02%	New
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	57,314	$549.6B	1.05%	New
33	L.M. KOHN & COMPANY	51,529	$494.2B	0.13%	New
34	CAPTRUST FINANCIAL ADVISORS	49,070	$470.6B	1.18%	New
35	Samalin Investment Counsel, LLC	46,914	$449.9B	0.18%	New
36	CENTRAL TRUST Co	42,483	$407.4B	0.01%	New
37	SAM Advisors, LLC	42,398	$406.6B	0.15%	New
38	Arax Advisory Partners	41,489	$397.9B	0.03%	New
39	NORTHERN TRUST CORP	40,991	$393.1B	0.06%	New
40	CreativeOne Wealth, LLC	40,838	$391.6B	0.01%	New
41	IHT Wealth Management, LLC	40,680	$390.1B	0.01%	New
42	TFG Advisers LLC	38,790	$372.0B	0.14%	New
43	NewEdge Advisors, LLC	38,140	$365.8B	2.17%	New
44	E&G Advisors, LP	36,202	$348.1B	0.10%	New
45	STEPHENS INC /AR/	35,540	$340.8B	4.99%	New
46	DUMONT & BLAKE INVESTMENT ADVISORS LLC	30,285	$290.4B	0.08%	New
47	WINEBRENNER CAPITAL MANAGEMENT LLC	30,000	$287.7B	0.26%	New
48	DF DENT & CO INC	29,418	$282.1B	3.77%	New
49	EP Wealth Advisors, LLC	29,335	$281.3B	2.25%	New
50	Founders Financial Alliance, LLC	27,578	$264.5B	0.06%	New

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As of QNaN NaN, 118 institutional investors hold CHI (Calamos Convertible Opportunities and Income Fund). The largest holder is UBS Group AG with $17.5T in shares. This quarter, 118 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own CHI?

As of QNaN NaN, 118 institutional investors report holding CHI (Calamos Convertible Opportunities and Income Fund) in their 13F filings.

Who is the largest institutional holder of CHI?

The largest institutional holder of CHI is UBS Group AG with $17.5T in shares.

Is institutional ownership of CHI increasing or decreasing?

This quarter, 118 institutions opened new positions in CHI and 0 closed their positions.