CHI

Calamos Convertible Opportunities and Income Fund

141 hedge funds and large institutions have $185M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
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
IA
126
IFP Advisors
Florida
$21K
CT
127
Caldwell Trust
Florida
$16.1K
OP
128
ORG Partners
Indiana
$15.7K
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$15.7K
CFFP
130
Center for Financial Planning
Michigan
$11.5K
TSMHT
131
Thurston Springer Miller Herd & Titak
Indiana
$10.5K
ME
132
McIlrath & Eck
Washington
$8.5K
HWA
133
HHM Wealth Advisors
Tennessee
$7.6K
RIL
134
Rothschild Investment LLC
Illinois
$6.94K
GAFA
135
Garton & Associates Financial Advisors
Kentucky
$6.03K
CIA
136
Cape Investment Advisory
Georgia
$4.21K
HWP
137
Highline Wealth Partners
California
$4.19K
TLCM
138
Twin Lakes Capital Management
California
$3.41K
GI
139
GAMMA Investing
California
$3.36K
AssetMark Inc
140
AssetMark Inc
California
$2.53K
KFI
141
Key Financial Inc
Pennsylvania
$933
Citigroup
142
Citigroup
New York
$283
HNB
143
Huntington National Bank
Ohio
$10
EB
144
Eastern Bank
Massachusetts
$3
NFSG
145
Newbridge Financial Services Group
Florida
T2I
146
Turim 21 Investimentos
Brazil
AAS
147
Ameritas Advisory Services
Nebraska
PS
148
Principal Securities
Iowa
ASN
149
Advisory Services Network
Georgia
DJSG
150
D.J. St. Germain
Massachusetts