Calamos Convertible Opportunities and Income Fund
130 hedge funds and large institutions have $185M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 16 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 27
6% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 16
3% more capital invested
Capital invested by funds: $180M → $185M (+$5.31M)
0.09% more ownership
Funds ownership: 21.93% → 22.02% (+0.09%)
4% less funds holding
Funds holding: 136 → 130 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.85M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.54M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$836K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$3.01M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$798K |
| 3 |
LMKC
L.M. Kohn & Company
Cincinnati,
Ohio
|
-$543K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$458K |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$445K |
CHI Hedge Fund Activity: Q3 2025 in Review
130 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q3 2025, worth a combined $185M — up 3% from $180M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CHI positions and 16 closed out — a net gain of 1 holder — while 48 added to existing stakes and 27 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.85M. The largest seller was Landscape Capital Management, cutting an estimated $3.01M.
- 130 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q3 2025, down from 136 in Q2 2025.
- Funds reported $185M of Calamos Convertible Opportunities and Income Fund stock for Q3 2025, up 3% quarter-over-quarter.
- 17 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q3 2025 and 16 closed out, a net change of +1 holder.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.85M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q3 2025 was Landscape Capital Management, an estimated $3.01M sold.
Based on aggregated 13F filings for Q3 2025.