CHI

Calamos Convertible Opportunities and Income Fund

133 hedge funds and large institutions have $194M invested in Calamos Convertible Opportunities and Income Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
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
MWM
101
Melfa Wealth Management
Massachusetts
$127K
SWP
102
Semus Wealth Partners
Florida
$121K
Creative Planning
103
Creative Planning
Kansas
$118K
CA
104
Clearstead Advisors
Ohio
$118K
CA
105
CoreCap Advisors
Michigan
$105K
AF
106
Allworth Financial
California
$96K
SPIA
107
Steward Partners Investment Advisory
New York
$94.8K
BC
108
Barrett & Company
Rhode Island
$83.2K
MMG
109
Monetary Management Group
Missouri
$80.5K
FFA
110
Farther Finance Advisors
California
$59.2K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$55.6K
NS
112
NBC Securities
Alabama
$47.4K
CWP
113
Clark Wealth Partners
Illinois
$46.2K
WSFS
114
Wilmington Savings Fund Society
Delaware
$43K
AG
115
AmeriFlex Group
Nevada
$39.7K
PTC
116
Private Trust Company
Ohio
$32.2K
GIA
117
GHP Investment Advisors
Colorado
$25.8K
CAM
118
Costello Asset Management
Pennsylvania
$24.3K
GWP
119
Gen-Wealth Partners
Michigan
$23.6K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$23.6K
IA
121
IFP Advisors
Florida
$21.5K
CI
122
CX Institutional
Indiana
$17K
CT
123
Caldwell Trust
Florida
$16.5K
FGAM
124
Financial Gravity Asset Management
Texas
$16.3K
CFFP
125
Center for Financial Planning
Michigan
$11.8K