CHI

Calamos Convertible Opportunities and Income Fund

133 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 20 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Everstar Asset Management
North Carolina
$1.3M
NA
27
NewEdge Advisors
Louisiana
$1.23M
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.07M
KPWG
29
KFA Private Wealth Group
Virginia
$1.02M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$925K
TWPM
31
Total Wealth Planning & Management
Florida
$796K
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$626K
IFWM
33
Institute for Wealth Management
Colorado
$624K
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$599K
SIC
35
Samalin Investment Counsel
New York
$565K
LMKC
36
L.M. Kohn & Company
Ohio
$543K
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$496K
SA
38
SAM Advisors
California
$466K
HighTower Advisors
39
HighTower Advisors
Illinois
$462K
PG
40
Patten Group
Tennessee
$455K
Northern Trust
41
Northern Trust
Illinois
$444K
AAP
42
Arax Advisory Partners
Colorado
$438K
IWM
43
IHT Wealth Management
Illinois
$428K
SEI Investments
44
SEI Investments
Pennsylvania
$428K
TA
45
TFG Advisers
Michigan
$426K
RAM
46
Readystate Asset Management
Illinois
$413K
CTC
47
Central Trust Company
Missouri
$409K
SPC
48
Sigma Planning Corp
Michigan
$408K
GWM
49
Geneos Wealth Management
Colorado
$405K
CW
50
CreativeOne Wealth
Kansas
$393K