Calamos Convertible Opportunities and Income Fund
133 hedge funds and large institutions have $194M invested in Calamos Convertible Opportunities and Income Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 12 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 31
4% more capital invested
Capital invested by funds: $186M → $194M (+$7.62M)
0.39% more ownership
Funds ownership: 22.7% → 23.09% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 143 → 133 (-10)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.14M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.63M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.17M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$952K |
| 5 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
+$882K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$958K |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$842K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$715K |
| 4 |
LPL Financial
San Diego,
California
|
-$623K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$364K |
CHI Hedge Fund Activity: Q1 2026 in Review
133 institutional investors reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q1 2026, worth a combined $194M — up 4.1% from $186M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of CHI and 7 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 54 added.
The largest buyer was UBS Group, adding an estimated $2.14M. The largest seller was Guggenheim Capital, cutting an estimated $958K.
- 133 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q1 2026, down from 143 in Q4 2025.
- Funds reported $194M of Calamos Convertible Opportunities and Income Fund stock for Q1 2026, up 4.1% quarter-over-quarter.
- 7 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q1 2026 and 12 closed out, a net change of -5 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q1 2026 was UBS Group, an estimated $2.14M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q1 2026 was Guggenheim Capital, an estimated $958K sold.
Based on aggregated 13F filings for Q1 2026.