Calamos Convertible Opportunities and Income Fund
CHI
134 hedge funds and large institutions have $253M invested in Calamos Convertible Opportunities and Income Fund in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 12 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 33
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
30% more capital invested
Capital invested by funds: $194M → $253M (+$59M)
0.99% more ownership
Funds ownership: 23.09% → 24.08% (+0.99%)
1% more funds holding
Funds holding: 133 → 134 (+1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.13M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.42M |
| 4 |
Morgan Stanley
New York
|
+$1.7M |
| 5 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
+$741K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Grange Capital
Beaverton,
Oregon
|
-$1.83M |
| 2 |
KPWG
KFA Private Wealth Group
Tysons,
Virginia
|
-$747K |
| 3 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$710K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$473K |
| 5 |
FNT
First Nebraska Trust
Lincoln,
Nebraska
|
-$363K |
CHI Hedge Fund Activity: Q2 2026 in Review
134 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q2 2026, worth a combined $253M — up 30% from $194M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CHI positions and 12 closed out — a net gain of 4 holders — while 48 added to existing stakes and 33 trimmed.
The largest buyer was Bank of America, adding an estimated $3.13M. The largest seller was Grange Capital, cutting an estimated $1.83M.
- 134 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q2 2026, up from 133 in Q1 2026.
- Funds reported $253M of Calamos Convertible Opportunities and Income Fund stock for Q2 2026, up 30% quarter-over-quarter.
- 16 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q2 2026 and 12 closed out, a net change of +4 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q2 2026 was Bank of America, an estimated $3.13M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q2 2026 was Grange Capital, an estimated $1.83M sold.
Based on aggregated 13F filings for Q2 2026.