Calamos Convertible Opportunities and Income Fund
143 hedge funds and large institutions have $186M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
66% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 32
10% more funds holding
Funds holding: 130 → 143 (+13)
0.68% more ownership
Funds ownership: 22.02% → 22.7% (+0.68%)
1% more capital invested
Capital invested by funds: $185M → $186M (+$1.23M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.84M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.65M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$977K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$572K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.74M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$850K |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$396K |
| 4 |
Morgan Stanley
New York
|
-$390K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$379K |
CHI Hedge Fund Activity: Q4 2025 in Review
143 institutional investors reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2025, worth a combined $186M — up 0.67% from $185M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CHI positions and 7 closed out — a net gain of 15 holders — while 53 added to existing stakes and 32 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.84M. The largest seller was Wolverine Asset Management, cutting an estimated $2.74M.
- 143 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2025, up from 130 in Q3 2025.
- Funds reported $186M of Calamos Convertible Opportunities and Income Fund stock for Q4 2025, up 0.67% quarter-over-quarter.
- 22 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2025 and 7 closed out, a net change of +15 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2025 was Advisors Asset Management, an estimated $1.84M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2025 was Wolverine Asset Management, an estimated $2.74M sold.
Based on aggregated 13F filings for Q4 2025.