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CHI

Calamos Convertible Opportunities and Income Fund

143 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, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

66% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 32

10% more funds holding

Funds holding: 130143 (+13)

0.68% more ownership

Funds ownership: 22.02%22.7% (+0.68%)

1% more capital invested

Capital invested by funds: $185M → $186M (+$1.23M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
53
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Costello Asset Management
Pennsylvania
$23.3K +$448 +41 +2%
CI
127
CX Institutional
Indiana
$23K -$79.1K -7,245 -77%
IA
128
IFP Advisors
Florida
$21K +$21.8K +2,000 New
CT
129
Caldwell Trust
Florida
$16.1K
OP
130
ORG Partners
Indiana
$15.7K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$15.7K -$262K -23,957 -94%
CFFP
132
Center for Financial Planning
Michigan
$11.5K
TSMHT
133
Thurston Springer Miller Herd & Titak
Indiana
$10.5K
ME
134
McIlrath & Eck
Washington
$8.5K
HWA
135
HHM Wealth Advisors
Tennessee
$7.6K
RIL
136
Rothschild Investment LLC
Illinois
$6.94K
GAFA
137
Garton & Associates Financial Advisors
Kentucky
$6.03K +$6.28K +575 New
CIA
138
Cape Investment Advisory
Georgia
$4.21K +$4.39K +402 New
HWP
139
Highline Wealth Partners
California
$4.19K
TLCM
140
Twin Lakes Capital Management
California
$3.41K +$87 +8 +3%
GI
141
GAMMA Investing
California
$3.36K +$2.18K +200 +165%
AssetMark Inc
142
AssetMark Inc
California
$2.53K +$2.63K +241 New
KFI
143
Key Financial Inc
Pennsylvania
$933
Citigroup
144
Citigroup
New York
$283
HNB
145
Huntington National Bank
Ohio
$10
EB
146
Eastern Bank
Massachusetts
$3
NFSG
147
Newbridge Financial Services Group
Florida
-$234K -21,704 Closed
T2I
148
Turim 21 Investimentos
Brazil
-$21K -1,945 Closed
AAS
149
Ameritas Advisory Services
Nebraska
-$13.8K -1,279 Closed
PS
150
Principal Securities
Iowa
-$10.9K -1,012 Closed