CHI

Calamos Convertible Opportunities and Income Fund

134 hedge funds and large institutions have $179M 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, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
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
SA
63
Sanctuary Advisors
Indiana
$292K
FAIM
64
Financial Advocates Investment Management
Washington
$280K
CCG
65
Capital CS Group
California
$265K
GPFA
66
Game Plan Financial Advisors
Ohio
$263K
PAG
67
Private Advisor Group
New Jersey
$260K
HCM
68
Hollencrest Capital Management
California
$256K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$248K
Mariner
70
Mariner
Kansas
$245K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$241K
LWMM
72
Legacy Wealth Management (Mississippi)
Mississippi
$241K
NFSG
73
Newbridge Financial Services Group
Florida
$228K
SPIA
74
Steward Partners Investment Advisory
New York
$217K
IAIM
75
International Assets Investment Management
Florida
$211K