WAM
CHI

Wolverine Asset Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Wolverine Asset 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
2026
Q1 		– Sell
-31,343
Closed -$328K – 1731
2025
Q4 		$328K Sell
31,343
-251,214
-89% -$2.74M ﹤0.01% 1028
2025
Q3 		$3.05M Buy
282,557
+79,782
+39% +$836K 0.02% 461
2025
Q2 		$2.13M Buy
202,775
+13,553
+7% +$135K 0.02% 511
2025
Q1 		$1.81M Buy
+189,222
New +$2.05M 0.02% 535
2024
Q1 		– Sell
-40,329
Closed -$418K – 1708
2023
Q4 		$418K Buy
+40,329
New +$415K ﹤0.01% 921
2022
Q4 		– Sell
-47,491
Closed -$458K – 2143
2022
Q3 		$458K Buy
+47,491
New +$554K ﹤0.01% 1037
2021
Q1 		– Sell
-240,397
Closed -$3.25M – 2044
2020
Q4 		$3.25M Sell
240,397
-52,035
-18% -$641K 0.02% 329
2020
Q3 		$3.22M Buy
292,432
+159,145
+119% +$1.78M 0.03% 303
2020
Q2 		$1.42M Buy
+133,287
New +$1.27M 0.01% 460
2019
Q2 		– Sell
-261,271
Closed -$2.65M – 1420
2019
Q1 		$2.65M Sell
261,271
-114,993
-31% -$1.15M 0.04% 345
2018
Q4 		$3.33M Buy
+376,264
New +$3.75M 0.04% 384
2016
Q2 		– Sell
-159,055
Closed -$1.51M – 1214
2016
Q1 		$1.51M Sell
159,055
-99,951
-39% -$898K 0.04% 320
2015
Q4 		$2.57M Sell
259,006
-133,064
-34% -$1.35M 0.06% 294
2015
Q3 		$3.88M Buy
392,070
+347,310
+776% +$3.84M 0.09% 214
2015
Q2 		$546K Buy
+44,760
New +$580K 0.01% 616

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 $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return

Wolverine Asset Management's CHI Position: Q1 2026 in Review

Wolverine Asset Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2026, closing a stake of 31,343 shares — an estimated $328K sold.

Wolverine Asset Management first reported a position in CHI in Q2 2015 and held it in 15 quarters. The position peaked at $3.88M in Q3 2015. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

  • Wolverine Asset Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Wolverine Asset Management sold 31,343 Calamos Convertible Opportunities and Income Fund shares in Q1 2026, an estimated $328K.
  • Wolverine Asset Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2015 and held it in 15 quarters.
  • Wolverine Asset Management's Calamos Convertible Opportunities and Income Fund position peaked at $3.88M in Q3 2015.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.