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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
IAIM
76
International Assets Investment Management
Florida
$248K +$39.4K +3,605 +18%
Mariner
77
Mariner
Kansas
$245K +$2.92K +267 +1%
MML Investors Services
78
MML Investors Services
Massachusetts
$237K +$3.93K +360 +2%
CIA
79
Concurrent Investment Advisors
Florida
$231K +$240K +21,999 New
LHP
80
Lexington Hill Partners
Texas
$230K +$240K +21,939 New
KPWS
81
Kestra Private Wealth Services
Texas
$218K +$8.9K +815 +4%
CA
82
Calton & Associates
Florida
$213K +$222K +20,332 New
HHGA
83
Halbert Hargrove Global Advisors
California
$210K
WE
84
Wealth Effects
Massachusetts
$200K +$11.7K +1,074 +6%
BPA
85
Beacon Pointe Advisors
California
$200K +$208K +19,066 New
Jane Street
86
Jane Street
New York
$195K +$14.6K +1,340 +8%
HP
87
Hilltop Partners
Indiana
$192K
S
88
Sunpointe
Missouri
$188K
WS
89
Wedbush Securities
California
$179K
ACI
90
Alpha Cubed Investments
California
$176K +$49.2K +4,508 +37%
PA
91
Pinnacle Associates
New York
$172K
NG
92
Novem Group
New York
$170K +$15.4K +1,415 +10%
BCM
93
Brookstone Capital Management
Illinois
$158K
NL
94
NWAM LLC
Washington
$148K +$16.4K +1,506 +13%
HF
95
HRT Financial
New York
$147K +$154K +14,099 New
CTA
96
Clear Trail Advisors
Texas
$143K +$149K +13,649 New
SLWA
97
San Luis Wealth Advisors
California
$142K
OL
98
one8zero8 LLC
North Carolina
$140K -$10.9K -1,000 -7%
CC
99
Clearwave Capital
California
$137K +$143K +13,060 New
KA
100
Kovack Advisors
Florida
$136K +$9.3K +852 +7%