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CHI

Calamos Convertible Opportunities and Income Fund

143 hedge funds and large institutions have $186M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

66% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 32

10% more funds holding

Funds holding: 130143 (+13)

0.68% more ownership

Funds ownership: 22.02%22.7% (+0.68%)

1% more capital invested

Capital invested by funds: $185M → $186M (+$1.23M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
53
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
51
Dumont & Blake Investment Advisors
New Jersey
$389K +$74.4K +6,813 +22%
SI
52
Stephens Inc
Arkansas
$372K
EGA
53
E&G Advisors
Texas
$367K -$4.37K -400 -1%
BEI
54
Benjamin Edwards Inc
Missouri
$353K +$5.25K +481 +1%
CTC
55
Central Trust Company
Missouri
$350K -$9.61K -880 -3%
FNT
56
First Nebraska Trust
Nebraska
$345K -$273 -25 -0.1%
SWP
57
Stratos Wealth Partners
Ohio
$330K +$14K +1,281 +4%
WAM
58
Wolverine Asset Management
Illinois
$328K -$2.74M -251,214 -89%
JIP
59
Jaffetilchin Investment Partners
Florida
$325K +$104K +9,504 +44%
SPC
60
Sigma Planning Corp
Michigan
$317K -$47.3K -4,334 -13%
HighTower Advisors
61
HighTower Advisors
Illinois
$316K -$83.8K -7,680 -20%
DDC
62
DF Dent & Co
Maryland
$308K
PG
63
Patten Group
Tennessee
$306K -$100K -9,157 -24%
PAG
64
Private Advisor Group
New Jersey
$306K +$8.52K +780 +3%
MA
65
Mutual Advisors
Nebraska
$306K +$138K +12,647 +77%
EWA
66
EP Wealth Advisors
California
$299K +$311K +28,500 New
FFA
67
Founders Financial Alliance
North Carolina
$298K +$906 +83 +0.3%
SA
68
Sanctuary Advisors
Indiana
$296K +$3.35K +307 +1%
CA
69
CoreCap Advisors
Michigan
$285K +$9.48K +868 +3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$279K
CCG
71
Capital CS Group
California
$264K
GPFA
72
Game Plan Financial Advisors
Ohio
$262K
RAM
73
Readystate Asset Management
Illinois
$259K +$61.6K +5,644 +30%
PI
74
PFG Investments
New York
$258K +$269K +24,624 New
HCM
75
Hollencrest Capital Management
California
$255K