CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

116 hedge funds and large institutions have $149M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-6
Holders Change %
-4.92%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
39
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$3.39M
2
WAM
Wolverine Asset Management
Illinois
+$1.81M
3
GC
Grange Capital
Oregon
+$1.33M
4
Bank of America
Bank of America
North Carolina
+$1.04M
5
Morgan Stanley
Morgan Stanley
New York
+$986K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.89M
2
LC
Lindbrook Capital
California
-$2.29M
3
MGWM
Marks Group Wealth Management
Minnesota
-$1.75M
4
GC
Guggenheim Capital
Illinois
-$595K
5
UBS Group
UBS Group
Switzerland
-$469K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.19M +$108K +11,220 +10%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$105K +10,957 +11%
KPWG
28
KFA Private Wealth Group
Virginia
$940K +$605K +63,129 +181%
TWPM
29
Total Wealth Planning & Management
Florida
$726K +$336 +35 +0%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$657K +$17.5K +1,824 +3%
HighTower Advisors
31
HighTower Advisors
Illinois
$601K +$19.8K +2,060 +3%
SPC
32
Sigma Planning Corp
Michigan
$579K +$14.8K +1,539 +3%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$550K +$142K +14,764 +35%
IFWM
34
Institute for Wealth Management
Colorado
$515K +$13.1K +1,371 +3%
LMKC
35
L.M. Kohn & Company
Ohio
$494K -$31.3K -3,267 -6%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$471K -$109K -11,321 -19%
SIC
37
Samalin Investment Counsel
New York
$450K -$2.34K -244 -0.5%
PG
38
Patten Group
Tennessee
$415K -$134K -14,010 -24%
CTC
39
Central Trust Company
Missouri
$407K -$14.4K -1,500 -3%
SA
40
SAM Advisors
California
$407K +$10.2K +1,066 +3%
AAP
41
Arax Advisory Partners
Colorado
$398K +$3.19K +333 +0.8%
Northern Trust
42
Northern Trust
Illinois
$393K -$85.2K -8,886 -18%
CW
43
CreativeOne Wealth
Kansas
$392K -$93.5K -9,750 -19%
IWM
44
IHT Wealth Management
Illinois
$390K – – –
TA
45
TFG Advisers
Michigan
$372K +$80.9K +8,436 +28%
NA
46
NewEdge Advisors
Louisiana
$366K -$51.5K -5,370 -12%
EGA
47
E&G Advisors
Texas
$348K -$3.85K -400 -1%
SI
48
Stephens Inc
Arkansas
$341K – – –
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$338K -$292K -30,427 -46%
AWS
50
Atria Wealth Solutions
New York
$308K -$3.41K -356 -1%
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