Calamos Convertible Opportunities and Income Fund
136 hedge funds and large institutions have $180M 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, 30 reducing their positions, and 3 closing their positions.
567% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 3
80% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 30
20% more capital invested
Capital invested by funds: $150M → $180M (+$30M)
13% more funds holding
Funds holding: 120 → 136 (+16)
0.83% more ownership
Funds ownership: 21.1% → 21.93% (+0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.06M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$900K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$803K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$784K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$759K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$717K |
| 2 |
Morgan Stanley
New York
|
-$514K |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$480K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$339K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$333K |
CHI Hedge Fund Activity: Q2 2025 in Review
136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q2 2025, worth a combined $180M — up 20% from $150M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CHI positions and 3 closed out — a net gain of 17 holders — while 54 added to existing stakes and 30 trimmed.
The largest buyer was Bank of America, adding an estimated $8.06M. The largest seller was Commonwealth Equity Services, cutting an estimated $717K.
- 136 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q2 2025, up from 120 in Q1 2025.
- Funds reported $180M of Calamos Convertible Opportunities and Income Fund stock for Q2 2025, up 20% quarter-over-quarter.
- 20 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q2 2025 and 3 closed out, a net change of +17 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q2 2025 was Bank of America, an estimated $8.06M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q2 2025 was Commonwealth Equity Services, an estimated $717K sold.
Based on aggregated 13F filings for Q2 2025.