CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

132 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
132
Holders Change
+16
Holders Change %
+13.79%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
54
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$24M
2
UBS Group
UBS Group
Switzerland
$20.1M
3
LCM
Landscape Capital Management
New Jersey
$4.56M
4
NA
NewEdge Advisors
Louisiana
$1.23M
5
Ameriprise
Ameriprise
Minnesota
$6.3M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.95M
2
Morgan Stanley
Morgan Stanley
New York
$15M
3
AWM
Apollon Wealth Management
South Carolina
$2.02M
4
AAS
Avantax Advisory Services
Texas
$3.37M
5
Wells Fargo
Wells Fargo
California
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Everstar Asset Management
North Carolina
$1.3M -$31.6K -3,000 -2%
NA
27
NewEdge Advisors
Louisiana
$1.23M +$826K +78,488 +206%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$85.8K -8,155 -7%
KPWG
29
KFA Private Wealth Group
Virginia
$1.02M -$7.32K -696 -0.7%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$925K +$554K +52,679 +150%
TWPM
31
Total Wealth Planning & Management
Florida
$796K – – –
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$626K +$20.1K +1,896 +3%
IFWM
33
Institute for Wealth Management
Colorado
$624K +$59K +5,605 +10%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$599K -$122K -11,558 -17%
SIC
35
Samalin Investment Counsel
New York
$565K +$71.1K +6,762 +14%
LMKC
36
L.M. Kohn & Company
Ohio
$543K +$1.05K +100 +0.2%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$496K -$20.7K -1,969 -4%
SA
38
SAM Advisors
California
$466K +$19.7K +1,875 +4%
HighTower Advisors
39
HighTower Advisors
Illinois
$462K -$197K -18,716 -30%
PG
40
Patten Group
Tennessee
$455K – – –
Northern Trust
41
Northern Trust
Illinois
$444K +$13K +1,237 +3%
AAP
42
Arax Advisory Partners
Colorado
$438K +$1.32K +125 +0.3%
IWM
43
IHT Wealth Management
Illinois
$428K – – –
SEI Investments
44
SEI Investments
Pennsylvania
$428K +$428K +40,667 New
TA
45
TFG Advisers
Michigan
$426K +$18.1K +1,719 +4%
RAM
46
Readystate Asset Management
Illinois
$413K +$78.2K +7,432 +23%
CTC
47
Central Trust Company
Missouri
$409K -$38.2K -3,630 -9%
SPC
48
Sigma Planning Corp
Michigan
$408K -$227K -21,579 -36%
GWM
49
Geneos Wealth Management
Colorado
$405K +$298K +28,344 +280%
CW
50
CreativeOne Wealth
Kansas
$393K -$36.8K -3,500 -9%
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