CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

131 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 19 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
54
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$15M
3
AWM
3
Apollon Wealth Management
South Carolina
$2.02M
4
AAS
4
Avantax Advisory Services
Texas
$3.37M
5
Wells Fargo
5
Wells Fargo
California
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$388K 36,916 +9,960 +37%
EGA
52
E&G Advisors
Texas
$381K 36,202 – –
SI
53
Stephens Inc
Arkansas
$374K 35,540 – –
CWM
54
Congress Wealth Management
Massachusetts
$347K 32,996 +32,996 New
Comerica Bank
55
Comerica Bank
Texas
$325K 30,895 +4,500 +17%
DBIA
56
Dumont & Blake Investment Advisors
New Jersey
$319K 30,285 – –
WCM
57
Winebrenner Capital Management
Kentucky
$316K 30,000 – –
DDC
58
DF Dent & Co
Maryland
$309K 29,418 – –
SWP
59
Stratos Wealth Partners
Ohio
$305K 29,024 +29,024 New
EWA
60
EP Wealth Advisors
California
$300K 28,500 -835 -3%
FFA
61
Founders Financial Alliance
North Carolina
$297K 28,210 +632 +2%
CA
62
CoreCap Advisors
Michigan
$296K 28,113 +8,302 +42%
FAIM
63
Financial Advocates Investment Management
Washington
$280K 26,625 +1,063 +4%
CCG
64
Capital CS Group
California
$265K 25,224 +25,224 New
GPFA
65
Game Plan Financial Advisors
Ohio
$263K 25,000 -1,075 -4%
PAG
66
Private Advisor Group
New Jersey
$260K 24,693 +571 +2%
HCM
67
Hollencrest Capital Management
California
$256K 24,293 – –
Mariner
68
Mariner
Kansas
$245K 23,257 +236 +1%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$241K 22,934 +850 +4%
LWMM
70
Legacy Wealth Management (Mississippi)
Mississippi
$241K 22,877 +9,575 +72%
NFSG
71
Newbridge Financial Services Group
Florida
$228K 21,704 +21,704 New
SPIA
72
Steward Partners Investment Advisory
New York
$217K 20,675 +60 +0.3%
IAIM
73
International Assets Investment Management
Florida
$211K 20,012 +965 +5%
KPWS
74
Kestra Private Wealth Services
Texas
$207K 19,668 -1,022 -5%
CA
75
Calton & Associates
Florida
$205K 19,515 +4,885 +33%
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3
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