CHI

Calamos Convertible Opportunities and Income Fund

117 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
117
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

Top Buyers

1 +$3.39M
2 +$1.81M
3 +$1.33M
4
Bank of America
Bank of America
North Carolina
+$1.04M
5
Morgan Stanley
Morgan Stanley
New York
+$986K

Top Sellers

1 -$3.89M
2 -$2.29M
3 -$1.75M
4
GC
Guggenheim Capital
Illinois
-$595K
5
UBS Group
UBS Group
Switzerland
-$469K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
76
Elequin Capital
New York
$140K
BCM
77
Brookstone Capital Management
Illinois
$138K
OL
78
one8zero8 LLC
North Carolina
$131K
SLWA
79
San Luis Wealth Advisors
California
$130K
LWMM
80
Legacy Wealth Management (Mississippi)
Mississippi
$128K
BPA
81
Beacon Pointe Advisors
California
$121K
JWCA
82
J.W. Cole Advisors
Florida
$121K
KA
83
Kovack Advisors
Florida
$120K
ACI
84
Alpha Cubed Investments
California
$118K
PVM
85
Palogic Value Management
Texas
$115K
MWM
86
Modern Wealth Management
Kansas
$114K
MWM
87
Melfa Wealth Management
Massachusetts
$113K
CA
88
Clearstead Advisors
Ohio
$102K
GWM
89
Geneos Wealth Management
Colorado
$97.1K
Jane Street
90
Jane Street
New York
$96.8K
HHGA
91
Halbert Hargrove Global Advisors
California
$90.6K
BC
92
Barrett & Company
Rhode Island
$86.3K
MMG
93
Monetary Management Group
Missouri
$71.9K
UBP
94
Union Bancaire Privee
Switzerland
$55K
AF
95
Allworth Financial
California
$52.6K
NS
96
NBC Securities
Alabama
$42K
US Bancorp
97
US Bancorp
Minnesota
$41.2K
AG
98
AmeriFlex Group
Nevada
$40.4K
WSFS
99
Wilmington Savings Fund Society
Delaware
$38.4K
MWM
100
Mascoma Wealth Management
New Hampshire
$29.5K