CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

132 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
132
Holders Change
+16
Holders Change %
+13.79%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
54
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.95M
2
Morgan Stanley
Morgan Stanley
New York
$15M
3
AWM
Apollon Wealth Management
South Carolina
$2.02M
4
AAS
Avantax Advisory Services
Texas
$3.37M
5
Wells Fargo
Wells Fargo
California
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$388K +$105K +9,960 +37%
EGA
52
E&G Advisors
Texas
$381K – – –
SI
53
Stephens Inc
Arkansas
$374K – – –
CWM
54
Congress Wealth Management
Massachusetts
$347K +$347K +32,996 New
Comerica Bank
55
Comerica Bank
Texas
$325K +$47.3K +4,500 +17%
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 +$305K +29,024 New
EWA
60
EP Wealth Advisors
California
$300K -$8.78K -835 -3%
FFA
61
Founders Financial Alliance
North Carolina
$297K +$6.65K +632 +2%
CA
62
CoreCap Advisors
Michigan
$296K +$87.3K +8,302 +42%
FAIM
63
Financial Advocates Investment Management
Washington
$280K +$11.2K +1,063 +4%
CCG
64
Capital CS Group
California
$265K +$265K +25,224 New
GPFA
65
Game Plan Financial Advisors
Ohio
$263K -$11.3K -1,075 -4%
PAG
66
Private Advisor Group
New Jersey
$260K +$6.01K +571 +2%
HCM
67
Hollencrest Capital Management
California
$256K – – –
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$248K +$248K +23,558 New
Mariner
69
Mariner
Kansas
$245K +$2.48K +236 +1%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$241K +$8.94K +850 +4%
LWMM
71
Legacy Wealth Management (Mississippi)
Mississippi
$241K +$101K +9,575 +72%
NFSG
72
Newbridge Financial Services Group
Florida
$228K +$228K +21,704 New
SPIA
73
Steward Partners Investment Advisory
New York
$217K +$631 +60 +0.3%
IAIM
74
International Assets Investment Management
Florida
$211K +$10.2K +965 +5%
KPWS
75
Kestra Private Wealth Services
Texas
$207K -$10.8K -1,022 -5%
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