CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

116 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
116
Holders Change
-6
Holders Change %
-4.92%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
39
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$3.39M
2
WAM
Wolverine Asset Management
Illinois
+$1.81M
3
GC
Grange Capital
Oregon
+$1.33M
4
Bank of America
Bank of America
North Carolina
+$1.04M
5
Morgan Stanley
Morgan Stanley
New York
+$986K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.89M
2
LC
Lindbrook Capital
California
-$2.29M
3
MGWM
Marks Group Wealth Management
Minnesota
-$1.75M
4
GC
Guggenheim Capital
Illinois
-$595K
5
UBS Group
UBS Group
Switzerland
-$469K
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
76
Elequin Capital
New York
$140K +$140K +14,577 New
BCM
77
Brookstone Capital Management
Illinois
$138K +$138K +14,419 New
OL
78
one8zero8 LLC
North Carolina
$131K – – –
SLWA
79
San Luis Wealth Advisors
California
$130K – – –
LWMM
80
Legacy Wealth Management (Mississippi)
Mississippi
$128K -$346K -36,109 -73%
BPA
81
Beacon Pointe Advisors
California
$121K +$2.38K +248 +2%
JWCA
82
J.W. Cole Advisors
Florida
$121K +$121K +12,589 New
KA
83
Kovack Advisors
Florida
$120K +$1.1K +115 +0.9%
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 -$20K -2,088 -15%
CA
88
Clearstead Advisors
Ohio
$102K +$2.77K +289 +3%
GWM
89
Geneos Wealth Management
Colorado
$97.1K +$57K +5,940 +142%
Jane Street
90
Jane Street
New York
$96.8K +$96.8K +10,094 New
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 +$42K +4,409 +110,225%
US Bancorp
97
US Bancorp
Minnesota
$41.2K – – –
AG
98
AmeriFlex Group
Nevada
$40.4K -$25.6K -2,674 -39%
WSFS
99
Wilmington Savings Fund Society
Delaware
$38.4K – – –
MWM
100
Mascoma Wealth Management
New Hampshire
$29.5K +$29.5K +3,075 New
2 3
4
5 6