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CHI

Calamos Convertible Opportunities and Income Fund
CHI

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
48
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.85M
2
LPL Financial
LPL Financial
California
+$1.54M
3
UBS Group
UBS Group
Switzerland
+$1.3M
4
Bank of America
Bank of America
North Carolina
+$1.15M
5
WAM
Wolverine Asset Management
Illinois
+$836K

Top Sellers

1
LCM
Landscape Capital Management
New Jersey
-$3.01M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$798K
3
LMKC
L.M. Kohn & Company
Ohio
-$543K
4
GC
Guggenheim Capital
Illinois
-$458K
5
AWM
Apollon Wealth Management
South Carolina
-$445K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$25.8M +$1.15M +109,905 +5%
UBS Group
2
UBS Group
Switzerland
$22M +$1.3M +124,569 +7%
Morgan Stanley
3
Morgan Stanley
New York
$15.5M +$87.2K +8,323 +0.6%
Wells Fargo
4
Wells Fargo
California
$14.9M +$504K +48,123 +4%
DADC
5
D.A. Davidson & Co
Montana
$11.1M +$427K +40,738 +4%
LPL Financial
6
LPL Financial
California
$7.62M +$1.54M +146,813 +26%
GC
7
Guggenheim Capital
Illinois
$6.93M -$458K -43,727 -6%
Ameriprise
8
Ameriprise
Minnesota
$6.84M +$372K +35,542 +6%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$6.05M +$296K +28,223 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.84M -$254K -24,235 -4%
Raymond James Financial
11
Raymond James Financial
Florida
$3.63M -$35.5K -3,391 -1%
GC
12
Grange Capital
Oregon
$3.42M +$640K +61,086 +24%
WAM
13
Wolverine Asset Management
Illinois
$3.05M +$836K +79,782 +39%
MSA
14
Marathon Strategic Advisors
Pennsylvania
$2.89M +$478K +45,644 +21%
CP
15
Creekside Partners
California
$2.58M -$358K -34,132 -13%
HI
16
Harbour Investments
Wisconsin
$2.56M +$55.3K +5,284 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.52M +$1.85M +176,539 +310%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.4M +$247K +23,547 +12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.3M +$95.1K +9,080 +4%
OC
20
Oppenheimer & Co
New York
$2.07M +$92.7K +8,850 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.74M +$173K +16,513 +11%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.66M +$7.62K +727 +0.5%
AWM
23
Apollon Wealth Management
South Carolina
$1.61M -$445K -42,530 -22%
LCM
24
Landscape Capital Management
New Jersey
$1.58M -$3.01M -287,568 -66%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.4M +$3.93K +375 +0.3%
1
2 3 4 5

CHI Hedge Fund Activity: Q3 2025 in Review

130 of the 7,619 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.