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Calamos Convertible Opportunities & Income Fund

CHI
Exchange
Nasdaq
SEC CIK
0001171471

In the last 90 days, Calamos Convertible Opportunities & Income Fund insiders filed 1 open-market purchase and 0 sales; 137 institutions reported holding it in 13F filings for Q2 2026, worth $252.8M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Calamos Convertible Opportunities & Income Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
108
No complete 13F data for Q4 2020
Shares held
14.1M
No complete 13F data for Q4 2020
Total value
$201.0M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CHI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 108 institutions
Q1 2021: 108 institutionsQ2 2021: 109 institutionsQ3 2021: 106 institutionsQ4 2021: 110 institutionsQ1 2022: 115 institutionsQ2 2022: 110 institutionsQ3 2022: 104 institutionsQ4 2022: 109 institutionsQ1 2023: 116 institutionsQ2 2023: 109 institutionsQ3 2023: 109 institutionsQ4 2023: 113 institutionsQ1 2024: 108 institutionsQ2 2024: 111 institutionsQ3 2024: 116 institutionsQ4 2024: 128 institutionsQ1 2025: 122 institutionsQ2 2025: 138 institutionsQ3 2025: 132 institutionsQ4 2025: 146 institutionsQ1 2026: 136 institutionsQ2 2026: 137 institutions
Value heldQ1 2021: $201.0M
Q1 2021: $201.0MQ2 2021: $206.1MQ3 2021: $200.1MQ4 2021: $203.3MQ1 2022: $160.0MQ2 2022: $155.5MQ3 2022: $129.8MQ4 2022: $145.6MQ1 2023: $145.3MQ2 2023: $157.5MQ3 2023: $149.0MQ4 2023: $147.6MQ1 2024: $160.1MQ2 2024: $177.1MQ3 2024: $172.5MQ4 2024: $185.2MQ1 2025: $149.6MQ2 2025: $179.6MQ3 2025: $185.0MQ4 2025: $186.2MQ1 2026: $193.8MQ2 2026: $252.8M
Institutions holding CHI and their total value by quarter
QuarterHoldersValue
Q2 2026137$252.8M
Q1 2026136$193.8M
Q4 2025146$186.2M
Q3 2025132$185.0M
Q2 2025138$179.6M
Q1 2025122$149.6M
Q4 2024128$185.2M
Q3 2024116$172.5M
Q2 2024111$177.1M
Q1 2024108$160.1M
Q4 2023113$147.6M
Q3 2023109$149.0M
Q2 2023109$157.5M
Q1 2023116$145.3M
Q4 2022109$145.6M
Q3 2022104$129.8M
Q2 2022110$155.5M
Q1 2022115$160.0M
Q4 2021110$203.3M
Q3 2021106$200.1M
Q2 2021109$206.1M
Q1 2021108$201.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Calamos Convertible Opportunities & Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CHI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp1,328,865$18.9M0.00%––
Morgan Stanley1,320,833$18.8M0.00%––
UBS Group AG1,311,699$18.7M0.01%––
Wells Fargo & Company1,224,227$17.4M0.00%––
Advisors Asset Management, Inc.1,104,976$15.7M0.24%––
Guggenheim Capital LLC812,773$11.6M0.08%––
Royal Bank of Canada714,578$10.2M0.00%––
Commonwealth Equity Services, LLC568,515$8.08M0.02%––
Cohen & Steers, Inc.560,025$7.96M0.02%––
D.A. Davidson & Co.454,959$6.47M0.08%––
LPL Financial LLC393,319$5.59M0.01%––
Ameriprise Financial Inc384,243$5.46M0.00%––
Reitz Capital Advisors LLC245,209$3.49M2.58%––
Raymond James Financial Services Advisors, Inc.212,189$3.02M0.01%––
Karpus Management, Inc.188,151$2.68M0.08%––
Harbour Investments, Inc.178,613$2.54M0.09%––
Baird Financial Group, Inc.178,136$2.53M0.01%––
Advisor Group Holdings, Inc.162,665$2.31M0.01%––
HighTower Advisors, LLC149,463$2.12M0.01%––
Samalin Investment Counsel, LLC141,747$2.02M1.35%––
Northwestern Mutual Wealth Management Co137,081$1.95M0.00%––
Mutual Advisors, LLC108,433$1.54M0.11%––
Private Advisor Group, LLC106,594$1.52M0.01%––
Cambridge Investment Research Advisors, Inc.100,402$1.43M0.01%––
Sigma Planning Corp97,405$1.39M0.04%––
Frontier Wealth Management LLC95,548$1.36M0.10%––
Raymond James & Associates82,755$1.18M0.00%––
Deutsche Bank AG79,663$1.13M0.00%––
Stifel Financial Corp78,635$1.12M0.00%––
Invesco Ltd.70,457$1.00M0.00%––
Cetera Advisors LLC68,801$978.0K0.03%––
Central Trust Co66,938$952.0K0.04%––
Clough Capital Partners L P64,600$919.0K0.06%––
Mid Atlantic Financial Management Inc60,868$866.0K0.06%––
Geneos Wealth Management Inc.57,638$857.0K0.02%––
Shaker Financial Services, LLC51,312$730.0K0.29%––
CNH Partners LLC48,431$689.0K0.02%––
Csenge Advisory Group40,638$622.0K0.06%––
WealthPLAN Partners, LLC39,446$590.0K0.05%––
Janney Montgomery Scott LLC40,865$581.0K0.00%––
E&G Advisors, LP40,277$573.0K0.17%––
Truist Financial Corp39,377$560.0K0.00%––
The PNC Financial Services Group, Inc.36,756$523.0K0.00%––
Founders Financial Alliance, LLC33,042$484.0K0.24%––
Game Plan Financial Advisors, LLC32,000$456.0K0.29%––
Dumont & Blake Investment Advisors LLC31,020$441.0K0.14%––
Cetera Advisor Networks LLC30,780$438.0K0.01%––
Kestra Private Wealth Services, LLC30,428$433.0K0.03%––
Rockefeller Capital Management L.P.29,837$424.0K0.00%––
Hollencrest Capital Management29,780$423.0K0.04%––
TFG Advisers LLC28,368$403.0K0.21%––
Institute for Wealth Management, LLC.28,174$401.0K0.08%––
Neuberger Berman Group LLC28,000$398.0K0.00%––
Oppenheimer & Co Inc27,359$389.0K0.01%––
First Nebraska Trust Co26,999$383.9K0.05%––
Claraphi Advisory Network, LLC26,268$374.0K0.10%––
Stratos Wealth Partners, LTD.25,906$368.0K0.01%––
Kestra Advisory Services, LLC23,940$340.0K0.00%––
Robinson Capital Management, LLC22,882$330.0K0.18%––
United Capital Financial Advisers, LLC23,101$329.0K0.00%––
Cetera Investment Advisers23,109$329.0K0.01%––
Bellecapital International Ltd.21,242$302.0K0.09%––
Capital Investment Advisors, LLC20,690$294.0K0.01%––
Sheaff Brock Investment Advisors, LLC20,226$288.0K0.03%––
Financial Advocates Investment Management19,556$278.0K0.02%––
Belpointe Asset Management LLC17,722$252.0K0.02%––
Pinnacle Associates Ltd17,000$242.0K0.00%––
Advisory Services Network, LLC16,673$237.0K0.01%––
Hyman Charles D16,500$235.0K0.02%––
Capital Analysts, LLC16,350$232.0K0.02%––
Marcum Wealth, LLC15,842$225.0K0.04%––
Sovereign Financial Group, Inc.15,350$218.0K0.14%––
Ford Financial Group, LLC15,000$213.0K0.09%––
Kerntke Otto McGlone Wealth Management Group12,614$179.0K0.09%––
Moneta Group Investment Advisors LLC12,096$172.0K0.01%––
Allred Capital Management, LLC11,930$169.6K0.08%––
Steward Partners Investment Advisory, LLC11,800$167.8K0.00%––
Paradigm Financial Partners, LLC11,627$165.0K0.04%––
American Portfolios Advisors11,305$160.8K0.01%––
Visionary Wealth Advisors10,633$151.0K0.02%––
Prospera Financial Services Inc10,300$147.0K0.01%––
Plante Moran Financial Advisors, LLC8,000$114.0K0.03%––
Spire Wealth Management6,225$89.0K0.00%––
Proequities, Inc.6,031$86.0K0.01%––
Johnson Midwest Financial, LLC6,022$86.0K0.09%––
Newbridge Financial Services Group, Inc.5,924$84.0K0.06%––
Sonora Investment Management, LLC5,750$82.0K0.01%––
Allworth Financial LP5,300$75.0K0.00%––
WealthShield Partners, LLC4,279$61.0K0.01%––
RPG Investment Advisory, LLC4,179$59.0K0.01%––
US Bancorp3,552$51.0K0.00%––
Institutional & Family Asset Management, LLC3,000$43.0K0.01%––
FNY Investment Advisers, LLC2,719$38.0K0.01%––
Endurance Wealth Management, Inc.2,500$36.0K0.00%––
Valley Brook Capital Group1,630$23.0K0.02%––
Caldwell Trust Co1,534$21.8K0.00%––
Dividend Assets Capital, LLC1,250$18.0K0.00%––
Glen Eagle Advisors, LLC927$13.2K0.00%––
Pacitti Group Inc.823$11.0K0.01%––
FourThought Financial, LLC660$9.00K0.00%––