CHI

Calamos Convertible Opportunities and Income Fund

117 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
117
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

Top Buyers

1 +$3.39M
2 +$1.81M
3 +$1.33M
4
Bank of America
Bank of America
North Carolina
+$1.04M
5
Morgan Stanley
Morgan Stanley
New York
+$986K

Top Sellers

1 -$3.89M
2 -$2.29M
3 -$1.75M
4
GC
Guggenheim Capital
Illinois
-$595K
5
UBS Group
UBS Group
Switzerland
-$469K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.19M
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.05M
KPWG
28
KFA Private Wealth Group
Virginia
$940K
TWPM
29
Total Wealth Planning & Management
Florida
$726K
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$657K
HighTower Advisors
31
HighTower Advisors
Illinois
$601K
SPC
32
Sigma Planning Corp
Michigan
$579K
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$550K
IFWM
34
Institute for Wealth Management
Colorado
$515K
LMKC
35
L.M. Kohn & Company
Ohio
$494K
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$471K
SIC
37
Samalin Investment Counsel
New York
$450K
PG
38
Patten Group
Tennessee
$415K
CTC
39
Central Trust Company
Missouri
$407K
SA
40
SAM Advisors
California
$407K
AAP
41
Arax Advisory Partners
Colorado
$398K
Northern Trust
42
Northern Trust
Illinois
$393K
CW
43
CreativeOne Wealth
Kansas
$392K
IWM
44
IHT Wealth Management
Illinois
$390K
TA
45
TFG Advisers
Michigan
$372K
NA
46
NewEdge Advisors
Louisiana
$366K
EGA
47
E&G Advisors
Texas
$348K
SI
48
Stephens Inc
Arkansas
$341K
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$338K
AWS
50
Atria Wealth Solutions
New York
$308K