CHI

Calamos Convertible Opportunities and Income Fund

133 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
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
HHGA
101
Halbert Hargrove Global Advisors
California
$106K
JWCA
102
J.W. Cole Advisors
Florida
$106K
GRP
103
Global Retirement Partners
California
$104K
AF
104
Allworth Financial
California
$94K
BC
105
Barrett & Company
Rhode Island
$81.5K
MMG
106
Monetary Management Group
Missouri
$78.9K
NS
107
NBC Securities
Alabama
$46K
US Bancorp
108
US Bancorp
Minnesota
$45.2K
EC
109
Elequin Capital
New York
$44.6K
WSFS
110
Wilmington Savings Fund Society
Delaware
$42.1K
MWM
111
Mascoma Wealth Management
New Hampshire
$32.3K
PTC
112
Private Trust Company
Ohio
$31.6K
AG
113
AmeriFlex Group
Nevada
$31.2K
GWP
114
Gen-Wealth Partners
Michigan
$27.1K
GIA
115
GHP Investment Advisors
Colorado
$25.2K
CAM
116
Costello Asset Management
Pennsylvania
$22.6K
AAS
117
Ameritas Advisory Services
Nebraska
$18K
CT
118
Caldwell Trust
Florida
$16.1K
FGC
119
Financial Gravity Companies
Texas
$16K
OP
120
ORG Partners
Indiana
$15.8K
MCM
121
MAI Capital Management
Ohio
$13.9K
CFFP
122
Center for Financial Planning
Michigan
$11.5K
TSMHT
123
Thurston Springer Miller Herd & Titak
Indiana
$10.5K
ME
124
McIlrath & Eck
Washington
$8.53K
HWA
125
HHM Wealth Advisors
Tennessee
$7.63K