GC
CHI

Grange Capital’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Grange Capital’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.16M Sell
294,416
-15,121
-5% -$170K 3.15% 10
2025
Q4 		$3.24M Sell
309,537
-7,059
-2% -$77.1K 3.11% 9
2025
Q3 		$3.42M Buy
316,596
+61,086
+24% +$640K 3.3% 9
2025
Q2 		$2.69M Buy
255,510
+37,649
+17% +$376K 2.81% 11
2025
Q1 		$2.09M Buy
217,861
+138,998
+176% +$1.51M 2.44% 11
2024
Q4 		$942K Buy
+78,863
New +$936K 0.99% 26

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Grange Capital's CHI Position: Q1 2026 in Review

Grange Capital reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 4.9% in Q1 2026, selling an estimated $170K and leaving 294,416 shares worth $3.16M. The position accounts for 3.15% of the portfolio, ranked #10.

Grange Capital first reported a position in CHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.42M in Q3 2025. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

  • Grange Capital held 294,416 shares of Calamos Convertible Opportunities and Income Fund worth $3.16M as of Q1 2026.
  • Grange Capital sold 15,121 Calamos Convertible Opportunities and Income Fund shares in Q1 2026, an estimated $170K.
  • Calamos Convertible Opportunities and Income Fund made up 3.15% of Grange Capital's portfolio in Q1 2026, its #10 holding.
  • Grange Capital first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Grange Capital's Calamos Convertible Opportunities and Income Fund position peaked at $3.42M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on Grange Capital's 13F filing for Q1 2026, filed 28 Apr 2026.