CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

131 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 19 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
54
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$15M
3
AWM
3
Apollon Wealth Management
South Carolina
$2.02M
4
AAS
4
Avantax Advisory Services
Texas
$3.37M
5
Wells Fargo
5
Wells Fargo
California
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
101
J.W. Cole Advisors
Florida
$106K 10,032 -2,557 -20%
GRP
102
Global Retirement Partners
California
$104K 9,888 +9,888 New
AF
103
Allworth Financial
California
$94K 8,935 +3,635 +69%
BC
104
Barrett & Company
Rhode Island
$81.5K 7,750 -1,250 -14%
MMG
105
Monetary Management Group
Missouri
$78.9K 7,500 – –
NS
106
NBC Securities
Alabama
$46K 4,413 – –
US Bancorp
107
US Bancorp
Minnesota
$45.2K 4,300 – –
EC
108
Elequin Capital
New York
$44.6K 4,244 -10,333 -71%
WSFS
109
Wilmington Savings Fund Society
Delaware
$42.1K 4,000 – –
MWM
110
Mascoma Wealth Management
New Hampshire
$32.3K 3,075 – –
PTC
111
Private Trust Company
Ohio
$31.6K 3,000 – –
AG
112
AmeriFlex Group
Nevada
$31.2K 3,000 -1,213 -29%
GWP
113
Gen-Wealth Partners
Michigan
$27.1K 2,575 – –
GIA
114
GHP Investment Advisors
Colorado
$25.2K 2,400 +2,400 New
CAM
115
Costello Asset Management
Pennsylvania
$22.6K 2,146 +41 +2%
AAS
116
Ameritas Advisory Services
Nebraska
$18K 1,713 +1,713 New
FGC
117
Financial Gravity Companies
Texas
$16K 1,520 +1,520 New
OP
118
ORG Partners
Indiana
$15.8K 1,500 – –
MCM
119
MAI Capital Management
Ohio
$13.9K 1,325 – –
CFFP
120
Center for Financial Planning
Michigan
$11.5K 1,094 – –
TSMHT
121
Thurston Springer Miller Herd & Titak
Indiana
$10.5K 1,000 – –
ME
122
McIlrath & Eck
Washington
$8.53K 811 – –
HWA
123
HHM Wealth Advisors
Tennessee
$7.63K 725 – –
RIL
124
Rothschild Investment LLC
Illinois
$6.96K 662 – –
GC
125
Garde Capital
Washington
$5.6K 532 +532 New
2 3 4
5
6