RCM
CHI

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

Ravenstone Capital Management’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
2025
Q1 		– Sell
-23,000
Closed -$275K – 97
2024
Q4 		$275K Buy
+23,000
New +$273K 0.16% 23

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ravenstone Capital Management's CHI Position: Q1 2025 in Review

Ravenstone Capital Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2025, closing a stake of 23,000 shares — an estimated $275K sold.

Ravenstone Capital Management first reported a position in CHI in Q4 2024 and held it in 1 quarter. The position peaked at $275K in Q4 2024. 120 funds tracked by Wall St. Rank hold CHI as of Q1 2025.

  • Ravenstone Capital Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Ravenstone Capital Management sold 23,000 Calamos Convertible Opportunities and Income Fund shares in Q1 2025, an estimated $275K.
  • Ravenstone Capital Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and held it in 1 quarter.
  • Ravenstone Capital Management's Calamos Convertible Opportunities and Income Fund position peaked at $275K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2025.

Based on Ravenstone Capital Management's 13F filing for Q1 2025, filed 26 Jun 2026.