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 %
EAM
26
Everstar Asset Management
North Carolina
$1.3M 123,109 -3,000 -2%
NA
27
NewEdge Advisors
Louisiana
$1.23M 116,628 +78,488 +206%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.07M 101,673 -8,155 -7%
KPWG
29
KFA Private Wealth Group
Virginia
$1.02M 97,282 -696 -0.7%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$925K 87,907 +52,679 +150%
TWPM
31
Total Wealth Planning & Management
Florida
$796K 75,684 – –
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$626K 59,210 +1,896 +3%
IFWM
33
Institute for Wealth Management
Colorado
$624K 59,294 +5,605 +10%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$599K 56,985 -11,558 -17%
SIC
35
Samalin Investment Counsel
New York
$565K 53,676 +6,762 +14%
LMKC
36
L.M. Kohn & Company
Ohio
$543K 51,629 +100 +0.2%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$496K 47,101 -1,969 -4%
SA
38
SAM Advisors
California
$466K 44,273 +1,875 +4%
HighTower Advisors
39
HighTower Advisors
Illinois
$462K 43,939 -18,716 -30%
PG
40
Patten Group
Tennessee
$455K 43,243 – –
Northern Trust
41
Northern Trust
Illinois
$444K 42,228 +1,237 +3%
AAP
42
Arax Advisory Partners
Colorado
$438K 41,614 +125 +0.3%
IWM
43
IHT Wealth Management
Illinois
$428K 40,680 – –
SEI Investments
44
SEI Investments
Pennsylvania
$428K 40,667 +40,667 New
TA
45
TFG Advisers
Michigan
$426K 40,509 +1,719 +4%
RAM
46
Readystate Asset Management
Illinois
$413K 39,262 +7,432 +23%
CTC
47
Central Trust Company
Missouri
$409K 38,853 -3,630 -9%
SPC
48
Sigma Planning Corp
Michigan
$408K 38,755 -21,579 -36%
GWM
49
Geneos Wealth Management
Colorado
$405K 38,474 +28,344 +280%
CW
50
CreativeOne Wealth
Kansas
$393K 37,338 -3,500 -9%
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