CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

131 hedge funds and large institutions have $178M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
54
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$24M
2
UBS Group
2
UBS Group
Switzerland
$20.1M
3
LCM
3
Landscape Capital Management
New Jersey
$4.56M
4
NA
4
NewEdge Advisors
Louisiana
$1.23M
5
Ameriprise
5
Ameriprise
Minnesota
$6.3M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$15M
3
AWM
3
Apollon Wealth Management
South Carolina
$2.02M
4
AAS
4
Avantax Advisory Services
Texas
$3.37M
5
Wells Fargo
5
Wells Fargo
California
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$24M 2,284,573 +806,294 +55%
UBS Group
2
UBS Group
Switzerland
$20.1M 1,912,227 +90,099 +5%
Morgan Stanley
3
Morgan Stanley
New York
$15M 1,424,327 -51,476 -3%
Wells Fargo
4
Wells Fargo
California
$14M 1,333,363 -33,308 -2%
DADC
5
D.A. Davidson & Co
Montana
$10.3M 983,643 +43,396 +5%
GC
6
Guggenheim Capital
Illinois
$7.22M 686,153 -13,446 -2%
Ameriprise
7
Ameriprise
Minnesota
$6.3M 599,272 +75,989 +15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.95M 565,861 -71,740 -11%
LPL Financial
9
LPL Financial
California
$5.88M 559,408 +55,528 +11%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.6M 532,450 +30,818 +6%
LCM
11
Landscape Capital Management
New Jersey
$4.56M 433,711 +80,300 +23%
Raymond James Financial
12
Raymond James Financial
Florida
$3.58M 340,154 +5,835 +2%
AAS
13
Avantax Advisory Services
Texas
$3.37M 320,756 -33,923 -10%
CP
14
Creekside Partners
California
$2.87M 272,811 +7,199 +3%
GC
15
Grange Capital
Oregon
$2.69M 255,510 +37,649 +17%
HI
16
Harbour Investments
Wisconsin
$2.44M 231,886 +3,155 +1%
MSA
17
Marathon Strategic Advisors
Pennsylvania
$2.34M 222,018 +16,576 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.15M 204,491 +19,223 +10%
WAM
19
Wolverine Asset Management
Illinois
$2.13M 202,775 +13,553 +7%
AWM
20
Apollon Wealth Management
South Carolina
$2.02M 191,661 -48,040 -20%
OC
21
Oppenheimer & Co
New York
$1.92M 182,778 +10,999 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.92M 160,881 +11,075 +7%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.61M 153,448 -27,398 -15%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.52M 144,727 +20,567 +17%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.36M 129,375 -16,098 -11%
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