CHI

Calamos Convertible Opportunities and Income Fund

133 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
133
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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$388K
EGA
52
E&G Advisors
Texas
$381K
SI
53
Stephens Inc
Arkansas
$374K
CWM
54
Congress Wealth Management
Massachusetts
$347K
Comerica Bank
55
Comerica Bank
Texas
$325K
DBIA
56
Dumont & Blake Investment Advisors
New Jersey
$319K
WCM
57
Winebrenner Capital Management
Kentucky
$316K
DDC
58
DF Dent & Co
Maryland
$309K
SWP
59
Stratos Wealth Partners
Ohio
$305K
EWA
60
EP Wealth Advisors
California
$300K
FFA
61
Founders Financial Alliance
North Carolina
$297K
CA
62
CoreCap Advisors
Michigan
$296K
FAIM
63
Financial Advocates Investment Management
Washington
$280K
CCG
64
Capital CS Group
California
$265K
GPFA
65
Game Plan Financial Advisors
Ohio
$263K
PAG
66
Private Advisor Group
New Jersey
$260K
HCM
67
Hollencrest Capital Management
California
$256K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$248K
Mariner
69
Mariner
Kansas
$245K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$241K
LWMM
71
Legacy Wealth Management (Mississippi)
Mississippi
$241K
NFSG
72
Newbridge Financial Services Group
Florida
$228K
SPIA
73
Steward Partners Investment Advisory
New York
$217K
IAIM
74
International Assets Investment Management
Florida
$211K
KPWS
75
Kestra Private Wealth Services
Texas
$207K