CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

132 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
132
Holders Change
+16
Holders Change %
+13.79%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
54
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.95M
2
Morgan Stanley
Morgan Stanley
New York
$15M
3
AWM
Apollon Wealth Management
South Carolina
$2.02M
4
AAS
Avantax Advisory Services
Texas
$3.37M
5
Wells Fargo
Wells Fargo
California
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
101
Halbert Hargrove Global Advisors
California
$106K +$6.31K +600 +6%
JWCA
102
J.W. Cole Advisors
Florida
$106K -$26.9K -2,557 -20%
GRP
103
Global Retirement Partners
California
$104K +$104K +9,888 New
AF
104
Allworth Financial
California
$94K +$38.2K +3,635 +69%
BC
105
Barrett & Company
Rhode Island
$81.5K -$13.2K -1,250 -14%
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 -$109K -10,333 -71%
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 -$12.6K -1,213 -29%
GWP
114
Gen-Wealth Partners
Michigan
$27.1K – – –
GIA
115
GHP Investment Advisors
Colorado
$25.2K +$25.2K +2,400 New
CAM
116
Costello Asset Management
Pennsylvania
$22.6K +$431 +41 +2%
AAS
117
Ameritas Advisory Services
Nebraska
$18K +$18K +1,713 New
FGC
118
Financial Gravity Companies
Texas
$16K +$16K +1,520 New
OP
119
ORG Partners
Indiana
$15.8K – – –
MCM
120
MAI Capital Management
Ohio
$13.9K – – –
CFFP
121
Center for Financial Planning
Michigan
$11.5K – – –
TSMHT
122
Thurston Springer Miller Herd & Titak
Indiana
$10.5K – – –
ME
123
McIlrath & Eck
Washington
$8.53K – – –
HWA
124
HHM Wealth Advisors
Tennessee
$7.63K – – –
RIL
125
Rothschild Investment LLC
Illinois
$6.96K – – –
2 3 4
5
6