CPSO

Calamos S&p 500 Alt Prot Oct

+$1.8M

Net Activity

Institutions Holding

20

Popularity Rank

#8216

Avg Weight

0.05%

Total Value

$16.4M

Ownership Trend

20 institutions currently hold CPSO, with 6 net buyers and 11 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

11

Net Buying Institutions

6

Key Holders

Key Holders

Top 5 by Value

CA
Calamos Advisors LLC
$9.6M
LW
LeClair Wealth Partners LLC
$831.8K
BW
Blue Water Asset Management
$831.8K
SI
Susquehanna International Group, LLP
$719.3K
CW
Calamos Wealth Management LLC
$687.3K

Top 5 by Conviction

LW
LeClair Wealth Partners LLC
0.29%
BW
Blue Water Asset Management
0.29%
GF
Grantvest Financial Group LLC
0.26%
RW
Rooted Wealth Advisors, Inc.
0.09%
SD
Sloy Dahl & Holst, LLC
0.04%
View all 20 holding institutions

Quarterly Activity

Recent Activity

+$11.3M

Total Buy Value

$4.8M

Total Sell Value

New buy3
Trim8
Add3
Sold out3

6

Net Buyers

11

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CALAMOS S&P 500 ALT PROT OCT (CPSO)?
Major stakeholders currently include Calamos Advisors LLC ($9.6M), LeClair Wealth Partners LLC ($831.8K), Blue Water Asset Management ($831.8K). Based on the latest 13F filings, there are a total of 20 tracked investment funds and institutions maintaining positions in CPSO.
What is the overall institutional sentiment toward CPSO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.8M, driven by 6 managers accumulating shares while 11 reduced their exposure.
Which institutions have been selling or reducing their CPSO positions?
In the latest period, 8 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $4.8M.
Are there any notable investors adding CPSO to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 3 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.3M.

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