CHI

Calamos Convertible Opportunities and Income Fund

117 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
117
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

Top Buyers

1 +$3.39M
2 +$1.81M
3 +$1.33M
4
Bank of America
Bank of America
North Carolina
+$1.04M
5
Morgan Stanley
Morgan Stanley
New York
+$986K

Top Sellers

1 -$3.89M
2 -$2.29M
3 -$1.75M
4
GC
Guggenheim Capital
Illinois
-$595K
5
UBS Group
UBS Group
Switzerland
-$469K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$28.8K
GWP
102
Gen-Wealth Partners
Michigan
$24.7K
CAM
103
Costello Asset Management
Pennsylvania
$20.2K
CT
104
Caldwell Trust
Florida
$14.7K
OP
105
ORG Partners
Indiana
$14.6K
FGAM
106
Financial Gravity Asset Management
Texas
$14.6K
MCM
107
MAI Capital Management
Ohio
$12.7K
CFFP
108
Center for Financial Planning
Michigan
$10.5K
TSMHT
109
Thurston Springer Miller Herd & Titak
Indiana
$9.59K
ME
110
McIlrath & Eck
Washington
$7.78K
Jones Financial Companies
111
Jones Financial Companies
Missouri
$7.37K
HWA
112
HHM Wealth Advisors
Tennessee
$6.95K
RIL
113
Rothschild Investment LLC
Illinois
$6.35K
CIA
114
Cape Investment Advisory
Georgia
$3.85K
TLCM
115
Twin Lakes Capital Management
California
$2.88K
KFI
116
Key Financial Inc
Pennsylvania
$854
CAM
117
Creekmur Asset Management
Illinois
$20
HNB
118
Huntington National Bank
Ohio
$10
EB
119
Eastern Bank
Massachusetts
$3
LC
120
Lindbrook Capital
California
MGWM
121
Marks Group Wealth Management
Minnesota
CCG
122
Capital CS Group
California
PI
123
PFG Investments
New York
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
Creative Planning
125
Creative Planning
Kansas