Calamos Convertible Opportunities and Income Fund
120 hedge funds and large institutions have $150M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 16 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 38
0.13% more ownership
Funds ownership: 20.97% → 21.1% (+0.13%)
5% less funds holding
Funds holding: 126 → 120 (-6)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
19% less capital invested
Capital invested by funds: $185M → $150M (-$35.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$3.83M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.05M |
| 3 |
GC
Grange Capital
Beaverton,
Oregon
|
+$1.51M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.17M |
| 5 |
Morgan Stanley
New York
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.4M |
| 2 |
LC
Lindbrook Capital
Calabasas,
California
|
-$2.29M |
| 3 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
-$1.75M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$673K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$530K |
CHI Hedge Fund Activity: Q1 2025 in Review
120 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q1 2025, worth a combined $150M — down 19% from $185M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of CHI and 13 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 40 added.
The largest buyer was Landscape Capital Management, opening a new position worth an estimated $3.83M. The largest seller was Wells Fargo, cutting an estimated $4.4M.
- 120 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q1 2025, down from 126 in Q4 2024.
- Funds reported $150M of Calamos Convertible Opportunities and Income Fund stock for Q1 2025, down 19% quarter-over-quarter.
- 13 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q1 2025 and 16 closed out, a net change of -3 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q1 2025 was Landscape Capital Management, an estimated $3.83M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q1 2025 was Wells Fargo, an estimated $4.4M sold.
Based on aggregated 13F filings for Q1 2025.