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Calamos Convertible Opportunities and Income Fund

143 hedge funds and large institutions have $186M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

66% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 32

10% more funds holding

Funds holding: 130143 (+13)

0.68% more ownership

Funds ownership: 22.02%22.7% (+0.68%)

1% more capital invested

Capital invested by funds: $185M → $186M (+$1.23M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
53
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$1.08M -$179K -16,403 -14%
KPWG
27
KFA Private Wealth Group
Virginia
$1M -$51.6K -4,728 -5%
PFO
28
PMG Family Office
Texas
$999K -$125K -11,474 -11%
BCM
29
Boreal Capital Management
Florida
$880K
Comerica Bank
30
Comerica Bank
Texas
$830K +$286K +26,222 +49%
Stifel Financial
31
Stifel Financial
Missouri
$779K +$405K +37,115 +100%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$755K +$67.1K +6,150 +9%
TWPM
33
Total Wealth Planning & Management
Florida
$749K +$780K +71,436 New
IWM
34
IHT Wealth Management
Illinois
$724K +$299K +27,395 +66%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$722K +$87.3K +7,998 +14%
LCM
36
Landscape Capital Management
New Jersey
$715K -$850K -77,879 -53%
SIC
37
Samalin Investment Counsel
New York
$710K +$132K +12,074 +22%
IFWM
38
Institute for Wealth Management
Colorado
$615K -$35K -3,210 -5%
LWMM
39
Legacy Wealth Management (Mississippi)
Mississippi
$574K +$2.07K +190 +0.3%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$548K +$571K +52,303 New
SA
41
SAM Advisors
California
$534K +$20K +1,835 +4%
SEI Investments
42
SEI Investments
Pennsylvania
$493K -$21.5K -1,969 -4%
GFG
43
Greenberg Financial Group
Arizona
$479K +$499K +45,685 New
Northern Trust
44
Northern Trust
Illinois
$467K +$12.8K +1,170 +3%
P
45
&Partners
Tennessee
$464K +$79.2K +7,257 +20%
IFG
46
Independent Financial Group
California
$454K +$10.9K +1,000 +2%
AAP
47
Arax Advisory Partners
Colorado
$437K +$41.7K +3,819 +10%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$429K -$12.6K -1,156 -3%
GWM
49
Geneos Wealth Management
Colorado
$403K
CW
50
CreativeOne Wealth
Kansas
$397K -$16.4K -1,500 -4%