CHI

Calamos Convertible Opportunities and Income Fund

141 hedge funds and large institutions have $185M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Continuum Advisory
Idaho
$127K
PVM
102
Palogic Value Management
Texas
$126K
MWM
103
Modern Wealth Management
Kansas
$125K
AF
104
Allworth Financial
California
$125K
MWM
105
Melfa Wealth Management
Massachusetts
$124K
CA
106
Clearstead Advisors
Ohio
$121K
Cerity Partners
107
Cerity Partners
New York
$120K
SWP
108
Semus Wealth Partners
Florida
$118K
Creative Planning
109
Creative Planning
Kansas
$115K
SPIA
110
Steward Partners Investment Advisory
New York
$104K
FHA
111
Flagship Harbor Advisors
Massachusetts
$101K
KAS
112
Kestra Advisory Services
Texas
$92.8K
GRP
113
Global Retirement Partners
California
$87.1K
BC
114
Barrett & Company
Rhode Island
$81.2K
MMG
115
Monetary Management Group
Missouri
$78.6K
FFA
116
Farther Finance Advisors
California
$56K
NS
117
NBC Securities
Alabama
$46.2K
WSFS
118
Wilmington Savings Fund Society
Delaware
$41.9K
AG
119
AmeriFlex Group
Nevada
$38.8K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$38K
PTC
121
Private Trust Company
Ohio
$31.4K
GWP
122
Gen-Wealth Partners
Michigan
$27K
GIA
123
GHP Investment Advisors
Colorado
$25.2K
CAM
124
Costello Asset Management
Pennsylvania
$23.3K
CI
125
CX Institutional
Indiana
$23K