CHI

Calamos Convertible Opportunities and Income Fund

142 hedge funds and large institutions have $186M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
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
CI
126
CX Institutional
Indiana
$23K
IA
127
IFP Advisors
Florida
$21K
CT
128
Caldwell Trust
Florida
$16.1K
OP
129
ORG Partners
Indiana
$15.7K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$15.7K
CFFP
131
Center for Financial Planning
Michigan
$11.5K
TSMHT
132
Thurston Springer Miller Herd & Titak
Indiana
$10.5K
ME
133
McIlrath & Eck
Washington
$8.5K
HWA
134
HHM Wealth Advisors
Tennessee
$7.6K
RIL
135
Rothschild Investment LLC
Illinois
$6.94K
GAFA
136
Garton & Associates Financial Advisors
Kentucky
$6.03K
CIA
137
Cape Investment Advisory
Georgia
$4.21K
HWP
138
Highline Wealth Partners
California
$4.19K
TLCM
139
Twin Lakes Capital Management
California
$3.41K
GI
140
GAMMA Investing
California
$3.36K
AssetMark Inc
141
AssetMark Inc
California
$2.53K
KFI
142
Key Financial Inc
Pennsylvania
$933
Citigroup
143
Citigroup
New York
$283
HNB
144
Huntington National Bank
Ohio
$10
EB
145
Eastern Bank
Massachusetts
$3
NFSG
146
Newbridge Financial Services Group
Florida
T2I
147
Turim 21 Investimentos
Brazil
AAS
148
Ameritas Advisory Services
Nebraska
PS
149
Principal Securities
Iowa
ASN
150
Advisory Services Network
Georgia