CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

116 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
116
Holders Change
-6
Holders Change %
-4.92%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
39
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$3.39M
2
WAM
Wolverine Asset Management
Illinois
+$1.81M
3
GC
Grange Capital
Oregon
+$1.33M
4
Bank of America
Bank of America
North Carolina
+$1.04M
5
Morgan Stanley
Morgan Stanley
New York
+$986K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.89M
2
LC
Lindbrook Capital
California
-$2.29M
3
MGWM
Marks Group Wealth Management
Minnesota
-$1.75M
4
GC
Guggenheim Capital
Illinois
-$595K
5
UBS Group
UBS Group
Switzerland
-$469K
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
51
Readystate Asset Management
Illinois
$305K +$305K +31,830 New
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 -$1.11K -116 -0.4%
Stifel Financial
57
Stifel Financial
Missouri
$259K +$35.4K +3,688 +16%
Comerica Bank
58
Comerica Bank
Texas
$253K +$193K +20,105 +320%
GPFA
59
Game Plan Financial Advisors
Ohio
$250K – – –
FAIM
60
Financial Advocates Investment Management
Washington
$245K -$7.07K -737 -3%
HCM
61
Hollencrest Capital Management
California
$233K – – –
PAG
62
Private Advisor Group
New Jersey
$231K -$1.88K -196 -0.8%
Mariner
63
Mariner
Kansas
$221K -$43.4K -4,526 -16%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$212K +$4.83K +504 +2%
SWP
65
Semus Wealth Partners
Florida
$204K -$46.6K -4,859 -19%
KPWS
66
Kestra Private Wealth Services
Texas
$198K +$72.9K +7,599 +58%
SPIA
67
Steward Partners Investment Advisory
New York
$198K -$152K -15,831 -43%
CA
68
CoreCap Advisors
Michigan
$190K +$47.1K +4,911 +33%
IAIM
69
International Assets Investment Management
Florida
$183K +$59.7K +6,220 +48%
WE
70
Wealth Effects
Massachusetts
$171K -$3.16K -329 -2%
WS
71
Wedbush Securities
California
$163K +$96 +10 +0.1%
SIMG
72
Sonora Investment Management Group
Arizona
$157K -$86.3K -9,000 -36%
MML Investors Services
73
MML Investors Services
Massachusetts
$145K -$7.26K -755 -5%
PA
74
Pinnacle Associates
New York
$143K -$959 -100 -0.7%
CA
75
Calton & Associates
Florida
$140K +$140K +14,630 New
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3
4 5