CHI

Calamos Convertible Opportunities and Income Fund

117 hedge funds and large institutions have $149M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
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

Top Buyers

1 +$3.39M
2 +$1.81M
3 +$1.33M
4
Bank of America
Bank of America
North Carolina
+$1.04M
5
Morgan Stanley
Morgan Stanley
New York
+$986K

Top Sellers

1 -$3.89M
2 -$2.29M
3 -$1.75M
4
GC
Guggenheim Capital
Illinois
-$595K
5
UBS Group
UBS Group
Switzerland
-$469K
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
51
Readystate Asset Management
Illinois
$305K
DBIA
52
Dumont & Blake Investment Advisors
New Jersey
$290K
WCM
53
Winebrenner Capital Management
Kentucky
$288K
DDC
54
DF Dent & Co
Maryland
$282K
EWA
55
EP Wealth Advisors
California
$281K
FFA
56
Founders Financial Alliance
North Carolina
$264K
Stifel Financial
57
Stifel Financial
Missouri
$259K
Comerica Bank
58
Comerica Bank
Texas
$253K
GPFA
59
Game Plan Financial Advisors
Ohio
$250K
FAIM
60
Financial Advocates Investment Management
Washington
$245K
HCM
61
Hollencrest Capital Management
California
$233K
PAG
62
Private Advisor Group
New Jersey
$231K
Mariner
63
Mariner
Kansas
$221K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$212K
SWP
65
Semus Wealth Partners
Florida
$204K
KPWS
66
Kestra Private Wealth Services
Texas
$198K
SPIA
67
Steward Partners Investment Advisory
New York
$198K
CA
68
CoreCap Advisors
Michigan
$190K
IAIM
69
International Assets Investment Management
Florida
$183K
WE
70
Wealth Effects
Massachusetts
$171K
WS
71
Wedbush Securities
California
$163K
SIMG
72
Sonora Investment Management Group
Arizona
$157K
MML Investors Services
73
MML Investors Services
Massachusetts
$145K
PA
74
Pinnacle Associates
New York
$143K
CA
75
Calton & Associates
Florida
$140K