CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

131 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 19 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
54
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$15M
3
AWM
3
Apollon Wealth Management
South Carolina
$2.02M
4
AAS
4
Avantax Advisory Services
Texas
$3.37M
5
Wells Fargo
5
Wells Fargo
California
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
76
Semus Wealth Partners
Florida
$203K 19,335 -1,963 -9%
HP
77
Hilltop Partners
Indiana
$193K 18,305 +18,305 New
MML Investors Services
78
MML Investors Services
Massachusetts
$189K 17,980 +2,895 +19%
S
79
Sunpointe
Missouri
$187K 17,745 +17,745 New
KAS
80
Kestra Advisory Services
Texas
$186K 17,654 +17,654 New
NG
81
Novem Group
New York
$186K 17,651 +17,651 New
WS
82
Wedbush Securities
California
$179K 17,050 +20 +0.1%
WE
83
Wealth Effects
Massachusetts
$178K 16,932 -921 -5%
PA
84
Pinnacle Associates
New York
$173K 16,433 +1,493 +10%
SIMG
85
Sonora Investment Management Group
Arizona
$172K 16,350 – –
BCM
86
Brookstone Capital Management
Illinois
$155K 14,760 +341 +2%
OL
87
one8zero8 LLC
North Carolina
$151K 14,350 +700 +5%
AWS
88
Atria Wealth Solutions
New York
$149K 14,194 -17,879 -56%
SLWA
89
San Luis Wealth Advisors
California
$143K 13,555 – –
BPA
90
Beacon Pointe Advisors
California
$136K 12,900 +276 +2%
KA
91
Kovack Advisors
Florida
$133K 12,688 +181 +1%
XT
92
XTX Topco
Cayman Islands
$133K 12,601 +12,601 New
ACI
93
Alpha Cubed Investments
California
$129K 12,300 – –
PVM
94
Palogic Value Management
Texas
$126K 12,000 – –
MWM
95
Modern Wealth Management
Kansas
$125K 11,915 – –
MWM
96
Melfa Wealth Management
Massachusetts
$124K 11,819 – –
Creative Planning
97
Creative Planning
Kansas
$116K 11,000 +11,000 New
CA
98
Clearstead Advisors
Ohio
$115K 10,922 +320 +3%
HF
99
HRT Financial
New York
$110K 10,508 +10,508 New
HHGA
100
Halbert Hargrove Global Advisors
California
$106K 10,050 +600 +6%
2 3
4
5 6