MORGAN STANLEY
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 895421
NEW YORK, NY
Position in CHI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,180,732
+$541,336 QoQ
Shares Held
1,413,476
+1.2% QoQ
Ownership
1.75%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. CHI ranks #189 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in CHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,180,732 | 1,413,476 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,639,396 | 1,396,889 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $15,458,292 | 1,432,650 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $14,983,920 | 1,424,327 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $14,152,950 | 1,475,803 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,393,021 | 1,372,950 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $15,580,500 | 1,338,531 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $15,067,502 | 1,294,459 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $15,104,692 | 1,330,810 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $14,543,346 | 1,403,798 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $15,818,168 | 1,500,775 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $16,581,891 | 1,480,526 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,303,538 | 1,454,709 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,898,114 | 1,417,518 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,436,953 | 1,390,989 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,824,698 | 1,382,901 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $17,089,737 | 1,293,697 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $20,691,225 | 1,369,373 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,517,886 | 1,303,800 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,645,134 | 1,294,999 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $18,782,245 | 1,320,833 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,077,764 | 1,408,993 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $15,024,548 | 1,365,868 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $14,441,437 | 1,357,278 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,535,880 | 1,143,391 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||