13FBOX
CALAMOS CONVERTIBLE OPPS · 13F 机构持仓分析
期权收益计算器 机构排行

CALAMOS CONVERTIBLE OPPS

CHI
持有机构数
136
机构合计市值 (Q2 2026)
$2.52亿
机构合计股数 (Q2 2026)
1,875.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+137.8万股
65 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-58.1万股
49 · 16 清仓 · ≈
⚖️ 净额
+79.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.52亿
持有机构数
136
新买入
18
加仓
47
减仓
33
清仓
16
持股不变
38
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#78$3,876.0万288.4万股$2,824.2万263.0万股+25.4万股+9.67%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#67$3,460.2万257.5万股$2,554.4万237.8万股+19.6万股+8.25%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#106$2,084.6万155.1万股$1,545.8万143.3万股+11.8万股+8.26%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#75$1,831.7万136.3万股$1,459.1万135.9万股+4,247股+0.31%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.08%0.07%#18$1,485.7万110.5万股$1,178.4万109.7万股+8,168股+0.74%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#82$941.8万70.1万股$723.6万67.4万股+2.7万股+4.02%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.05%0.05%#24$864.6万64.3万股$654.6万60.9万股+3.4万股+5.55%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#93$859.3万64.0万股$690.9万64.3万股-3,194股-0.50%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#45$825.0万61.4万股$635.0万59.1万股+2.3万股+3.83%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#51$757.6万56.4万股$606.9万56.5万股-1,373股-0.24%减仓
顾问资产管理Advisors Asset Management, Inc.
0.11%0.06%#14$717.6万53.4万股$355.4万33.1万股+20.3万股+61.32%加仓
Marathon Strategic Advisors, LLC
2.23%2.23%#1$394.9万29.4万股$309.7万28.8万股+5,494股+1.91%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#107$388.3万28.9万股$324.0万30.2万股-1.3万股-4.23%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.05%0.05%#27$367.9万27.4万股$295.8万27.5万股-1,759股-0.64%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#70$348.2万25.9万股$241.1万22.5万股+3.5万股+15.38%加仓
Creekside Partners
1.16%1.01%#4$319.7万23.8万股$246.2万22.9万股+8,666股+3.78%加仓
奥本海默公司OPPENHEIMER & CO INC
0.03%0.03%#28$319.0万23.7万股$243.1万22.6万股+1.1万股+4.87%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#119$298.4万22.2万股$236.1万22.0万股+2,248股+1.02%加仓
Samalin Investment Counsel, LLC
0.87%0.56%#5$277.5万20.6万股$157.2万14.6万股+6.0万股+41.06%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#80$246.7万18.4万股$200.4万18.7万股-3,033股-1.63%减仓
NewEdge顾问NewEdge Advisors, LLC
0.01%<0.01%#59$226.8万16.9万股$127.2万11.8万股+5.0万股+42.50%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#74$207.4万15.4万股$167.1万15.6万股-1,258股-0.81%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%0.01%#65$200.1万14.9万股$201.1万18.7万股-3.8万股-20.49%减仓
Grange Capital, LLC
1.81%3.15%#2$196.2万14.6万股$316.2万29.4万股-14.8万股-50.41%减仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#86$190.5万14.2万股$153.8万14.3万股-1,450股-1.01%减仓
Everstar Asset Management, LLC
0.62%0.64%#7$150.2万11.2万股$120.0万11.2万股00.00%持仓不变
PMG Family Office LLC
1.24%1.19%#3$134.8万10.0万股$106.4万9.9万股+1,251股+1.26%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#105$134.3万10.0万股$85.1万7.9万股+2.1万股+26.08%加仓
Advisory Solutions Group, LLC
0.38%#8$111.2万8.3万股$00股+8.3万股新买入
Janney Montgomery Scott LLC
<0.01%<0.01%#83$107.5万8.0万股$81.3万7.6万股+4,335股+5.73%加仓
Total Wealth Planning & Management, Inc.
0.7%0.57%#6$103.6万7.7万股$76.7万7.1万股+5,646股+7.90%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#95$102.6万7.6万股$91.1万8.5万股-8,475股-9.99%减仓
COHEN & STEERS, INC.
<0.01%<0.01%#96$100.8万7.5万股$59.1万5.5万股+2.0万股+36.36%加仓
IHT 财富管理IHT Wealth Management, LLC
0.02%0.02%#39$95.5万7.1万股$76.3万7.1万股00.00%持仓不变
SEI投资SEI INVESTMENTS CO
<0.01%<0.01%#113$84.4万6.3万股$70.5万6.6万股-2,868股-4.37%减仓
共同顾问Mutual Advisors, LLC
0.02%0.01%#41$81.5万6.1万股$55.4万5.2万股+9,093股+17.63%加仓
Legacy Wealth Management, LLC / MS
0.19%0.17%#11$74.1万5.5万股$59.0万5.5万股+171股+0.31%加仓
SAM Advisors, LLC
0.2%0.18%#10$72.1万5.4万股$58.3万5.4万股-625股-1.15%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#108$68.0万5.1万股$59.4万5.5万股-4,700股-8.50%减仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#128$62.9万4.7万股$57.6万5.4万股-6,846股-12.77%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#44$60.9万4.5万股$00股+4.5万股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#111$52.2万3.9万股$40.2万3.6万股+2,950股+8.21%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.01%0.01%#48$50.4万3.7万股$41.8万3.9万股-1,400股-3.60%减仓
&Partners&PARTNERS
<0.01%<0.01%#84$50.3万3.7万股$39.7万3.7万股+400股+1.08%加仓
KFA Private Wealth Group, LLC
0.12%0.25%#13$50.0万3.7万股$105.0万9.8万股-6.1万股-61.97%减仓
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.01%#61$49.6万3.7万股$40.7万3.8万股-937股-2.47%减仓
CreativeOne Wealth, LLC
0.01%0.01%#46$49.3万3.7万股$36.8万3.4万股+2,400股+7.00%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#97$49.3万3.7万股$35.9万3.3万股+3,233股+9.66%加仓
E&G Advisors, LLC
0.09%0.08%#16$46.9万3.5万股$37.5万3.5万股00.00%持仓不变
北岩合伙人NorthRock Partners, LLC
0.01%0.01%#58$46.8万3.5万股$37.9万3.5万股-417股-1.18%减仓

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