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 %
Bank of America
1
Bank of America
North Carolina
$24M +$8.48M +806,294 +55%
UBS Group
2
UBS Group
Switzerland
$20.1M +$948K +90,099 +5%
Morgan Stanley
3
Morgan Stanley
New York
$15M -$542K -51,476 -3%
Wells Fargo
4
Wells Fargo
California
$14M -$350K -33,308 -2%
DADC
5
D.A. Davidson & Co
Montana
$10.3M +$457K +43,396 +5%
GC
6
Guggenheim Capital
Illinois
$7.22M -$141K -13,446 -2%
Ameriprise
7
Ameriprise
Minnesota
$6.3M +$799K +75,989 +15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.95M -$755K -71,740 -11%
LPL Financial
9
LPL Financial
California
$5.88M +$584K +55,528 +11%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.6M +$324K +30,818 +6%
LCM
11
Landscape Capital Management
New Jersey
$4.56M +$845K +80,300 +23%
Raymond James Financial
12
Raymond James Financial
Florida
$3.58M +$61.4K +5,835 +2%
AAS
13
Avantax Advisory Services
Texas
$3.37M -$357K -33,923 -10%
CP
14
Creekside Partners
California
$2.87M +$75.7K +7,199 +3%
GC
15
Grange Capital
Oregon
$2.69M +$396K +37,649 +17%
HI
16
Harbour Investments
Wisconsin
$2.44M +$33.2K +3,155 +1%
MSA
17
Marathon Strategic Advisors
Pennsylvania
$2.34M +$174K +16,576 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.15M +$202K +19,223 +10%
WAM
19
Wolverine Asset Management
Illinois
$2.13M +$143K +13,553 +7%
AWM
20
Apollon Wealth Management
South Carolina
$2.02M -$505K -48,040 -20%
OC
21
Oppenheimer & Co
New York
$1.92M +$116K +10,999 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.92M +$132K +11,075 +7%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.61M -$288K -27,398 -15%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.52M +$216K +20,567 +17%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.36M -$169K -16,098 -11%
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