CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

116 hedge funds and large institutions have $149M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-6
Holders Change %
-4.92%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
39
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$3.39M
2
WAM
Wolverine Asset Management
Illinois
+$1.81M
3
GC
Grange Capital
Oregon
+$1.33M
4
Bank of America
Bank of America
North Carolina
+$1.04M
5
Morgan Stanley
Morgan Stanley
New York
+$986K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.89M
2
LC
Lindbrook Capital
California
-$2.29M
3
MGWM
Marks Group Wealth Management
Minnesota
-$1.75M
4
GC
Guggenheim Capital
Illinois
-$595K
5
UBS Group
UBS Group
Switzerland
-$469K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
101
Private Trust Company
Ohio
$28.8K – – –
GWP
102
Gen-Wealth Partners
Michigan
$24.7K -$3.06K -319 -11%
CAM
103
Costello Asset Management
Pennsylvania
$20.2K +$20.2K +2,105 New
OP
104
ORG Partners
Indiana
$14.6K – – –
FGAM
105
Financial Gravity Asset Management
Texas
$14.6K +$14.6K +1,520 New
MCM
106
MAI Capital Management
Ohio
$12.7K – – –
CFFP
107
Center for Financial Planning
Michigan
$10.5K +$10.5K +1,094 New
TSMHT
108
Thurston Springer Miller Herd & Titak
Indiana
$9.59K – – –
ME
109
McIlrath & Eck
Washington
$7.78K – – –
Jones Financial Companies
110
Jones Financial Companies
Missouri
$7.37K +$4.99K +508 +210%
HWA
111
HHM Wealth Advisors
Tennessee
$6.95K – – –
RIL
112
Rothschild Investment LLC
Illinois
$6.35K +$6.35K +662 New
CIA
113
Cape Investment Advisory
Georgia
$3.86K – – –
TLCM
114
Twin Lakes Capital Management
California
$2.88K +$77 +8 +3%
KFI
115
Key Financial Inc
Pennsylvania
$854 – – –
CAM
116
Creekmur Asset Management
Illinois
$20 -$150 -15 -88%
HNB
117
Huntington National Bank
Ohio
$10 -$12 – –
EB
118
Eastern Bank
Massachusetts
$3 -$4 – –
LC
119
Lindbrook Capital
California
– -$2.29M -192,153 Closed
MGWM
120
Marks Group Wealth Management
Minnesota
– -$1.75M -146,444 Closed
CCG
121
Capital CS Group
California
– -$301K -25,224 Closed
PI
122
PFG Investments
New York
– -$234K -19,606 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
– -$210K -17,612 Closed
Creative Planning
124
Creative Planning
Kansas
– -$200K -16,762 Closed
MWM
125
Mission Wealth Management
California
– -$169K -14,135 Closed
2 3 4
5
6