CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

132 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 20 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+16
Holders Change %
+13.79%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
54
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.95M
2
Morgan Stanley
Morgan Stanley
New York
$15M
3
AWM
Apollon Wealth Management
South Carolina
$2.02M
4
AAS
Avantax Advisory Services
Texas
$3.37M
5
Wells Fargo
Wells Fargo
California
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Calton & Associates
Florida
$205K +$51.4K +4,885 +33%
SWP
77
Semus Wealth Partners
Florida
$203K -$20.7K -1,963 -9%
HP
78
Hilltop Partners
Indiana
$193K +$193K +18,305 New
MML Investors Services
79
MML Investors Services
Massachusetts
$189K +$30.4K +2,895 +19%
S
80
Sunpointe
Missouri
$187K +$187K +17,745 New
KAS
81
Kestra Advisory Services
Texas
$186K +$186K +17,654 New
NG
82
Novem Group
New York
$186K +$186K +17,651 New
WS
83
Wedbush Securities
California
$179K +$210 +20 +0.1%
WE
84
Wealth Effects
Massachusetts
$178K -$9.69K -921 -5%
PA
85
Pinnacle Associates
New York
$173K +$15.7K +1,493 +10%
SIMG
86
Sonora Investment Management Group
Arizona
$172K – – –
BCM
87
Brookstone Capital Management
Illinois
$155K +$3.59K +341 +2%
OL
88
one8zero8 LLC
North Carolina
$151K +$7.36K +700 +5%
AWS
89
Atria Wealth Solutions
New York
$149K -$188K -17,879 -56%
SLWA
90
San Luis Wealth Advisors
California
$143K – – –
BPA
91
Beacon Pointe Advisors
California
$136K +$2.9K +276 +2%
KA
92
Kovack Advisors
Florida
$133K +$1.9K +181 +1%
XT
93
XTX Topco
Cayman Islands
$133K +$133K +12,601 New
ACI
94
Alpha Cubed Investments
California
$129K – – –
PVM
95
Palogic Value Management
Texas
$126K – – –
MWM
96
Modern Wealth Management
Kansas
$125K – – –
MWM
97
Melfa Wealth Management
Massachusetts
$124K – – –
Creative Planning
98
Creative Planning
Kansas
$116K +$116K +11,000 New
CA
99
Clearstead Advisors
Ohio
$115K +$3.37K +320 +3%
HF
100
HRT Financial
New York
$110K +$110K +10,508 New
2 3
4
5 6