CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

116 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
116
Holders Change
-6
Holders Change %
-4.92%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
39
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$3.39M
2
WAM
Wolverine Asset Management
Illinois
+$1.81M
3
GC
Grange Capital
Oregon
+$1.33M
4
Bank of America
Bank of America
North Carolina
+$1.04M
5
Morgan Stanley
Morgan Stanley
New York
+$986K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.89M
2
LC
Lindbrook Capital
California
-$2.29M
3
MGWM
Marks Group Wealth Management
Minnesota
-$1.75M
4
GC
Guggenheim Capital
Illinois
-$595K
5
UBS Group
UBS Group
Switzerland
-$469K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$17.5M -$469K -48,880 -3%
Bank of America
2
Bank of America
North Carolina
$14.2M +$1.04M +108,146 +8%
Morgan Stanley
3
Morgan Stanley
New York
$14.2M +$986K +102,853 +7%
Wells Fargo
4
Wells Fargo
California
$13.1M -$3.89M -405,867 -23%
DADC
5
D.A. Davidson & Co
Montana
$9.02M +$291K +30,390 +3%
GC
6
Guggenheim Capital
Illinois
$6.71M -$595K -62,071 -8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.12M +$229K +23,844 +4%
Ameriprise
8
Ameriprise
Minnesota
$5.02M +$225K +23,480 +5%
LPL Financial
9
LPL Financial
California
$4.83M -$79.5K -8,293 -2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$4.81M +$307K +32,057 +7%
AAS
11
Avantax Advisory Services
Texas
$3.4M +$142K +14,780 +4%
LCM
12
Landscape Capital Management
New Jersey
$3.39M +$3.39M +353,411 New
Raymond James Financial
13
Raymond James Financial
Florida
$3.21M -$76K -7,928 -2%
CP
14
Creekside Partners
California
$2.55M +$178K +18,542 +8%
AWM
15
Apollon Wealth Management
South Carolina
$2.3M -$97.8K -10,202 -4%
HI
16
Harbour Investments
Wisconsin
$2.19M +$368K +38,324 +20%
GC
17
Grange Capital
Oregon
$2.09M +$1.33M +138,998 +176%
MSA
18
Marathon Strategic Advisors
Pennsylvania
$1.97M +$65.1K +6,784 +3%
WAM
19
Wolverine Asset Management
Illinois
$1.81M +$1.81M +189,222 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.78M -$198K -20,622 -10%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.73M +$418K +43,594 +32%
OC
22
Oppenheimer & Co
New York
$1.65M +$50.1K +5,221 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.44M -$296K -30,827 -17%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$1.4M -$4.34K -452 -0.3%
EAM
25
Everstar Asset Management
North Carolina
$1.21M -$94.9K -9,900 -7%
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