Skip to main content

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
Meeder Asset Management Inc18$00.00%––
Sound Income Strategies, LLC43$6110.00%––
Key Financial Inc89$1.00K0.00%––
Global Retirement Partners, LLC178$3.00K0.00%––
Twin Lakes Capital Management, LLC205$3.00K0.00%––
Wealthcare Advisory Partners LLC300$4.00K0.00%––
Parallel Advisors, LLC449$6.00K0.00%––
Fifth Third Bancorp500$7.00K0.00%––
FourThought Financial, LLC660$9.00K0.00%––
Pacitti Group Inc.823$11.0K0.01%––
Glen Eagle Advisors, LLC927$13.2K0.00%––
Dividend Assets Capital, LLC1,250$18.0K0.00%––
Caldwell Trust Co1,534$21.8K0.00%––
Valley Brook Capital Group1,630$23.0K0.02%––
Endurance Wealth Management, Inc.2,500$36.0K0.00%––
FNY Investment Advisers, LLC2,719$38.0K0.01%––
Institutional & Family Asset Management, LLC3,000$43.0K0.01%––
US Bancorp3,552$51.0K0.00%––
RPG Investment Advisory, LLC4,179$59.0K0.01%––
WealthShield Partners, LLC4,279$61.0K0.01%––
Allworth Financial LP5,300$75.0K0.00%––
Sonora Investment Management, LLC5,750$82.0K0.01%––
Newbridge Financial Services Group, Inc.5,924$84.0K0.06%––
Proequities, Inc.6,031$86.0K0.01%––
Johnson Midwest Financial, LLC6,022$86.0K0.09%––
Spire Wealth Management6,225$89.0K0.00%––
Plante Moran Financial Advisors, LLC8,000$114.0K0.03%––
Prospera Financial Services Inc10,300$147.0K0.01%––
Visionary Wealth Advisors10,633$151.0K0.02%––
American Portfolios Advisors11,305$160.8K0.01%––
Paradigm Financial Partners, LLC11,627$165.0K0.04%––
Steward Partners Investment Advisory, LLC11,800$167.8K0.00%––
Allred Capital Management, LLC11,930$169.6K0.08%––
Moneta Group Investment Advisors LLC12,096$172.0K0.01%––
Kerntke Otto McGlone Wealth Management Group12,614$179.0K0.09%––
Ford Financial Group, LLC15,000$213.0K0.09%––
Sovereign Financial Group, Inc.15,350$218.0K0.14%––
Marcum Wealth, LLC15,842$225.0K0.04%––
Capital Analysts, LLC16,350$232.0K0.02%––
Hyman Charles D16,500$235.0K0.02%––
Advisory Services Network, LLC16,673$237.0K0.01%––
Pinnacle Associates Ltd17,000$242.0K0.00%––
Belpointe Asset Management LLC17,722$252.0K0.02%––
Financial Advocates Investment Management19,556$278.0K0.02%––
Sheaff Brock Investment Advisors, LLC20,226$288.0K0.03%––
Capital Investment Advisors, LLC20,690$294.0K0.01%––
Bellecapital International Ltd.21,242$302.0K0.09%––
United Capital Financial Advisers, LLC23,101$329.0K0.00%––
Cetera Investment Advisers23,109$329.0K0.01%––
Robinson Capital Management, LLC22,882$330.0K0.18%––
Kestra Advisory Services, LLC23,940$340.0K0.00%––
Stratos Wealth Partners, LTD.25,906$368.0K0.01%––
Claraphi Advisory Network, LLC26,268$374.0K0.10%––
First Nebraska Trust Co26,999$383.9K0.05%––
Oppenheimer & Co Inc27,359$389.0K0.01%––
Neuberger Berman Group LLC28,000$398.0K0.00%––
Institute for Wealth Management, LLC.28,174$401.0K0.08%––
TFG Advisers LLC28,368$403.0K0.21%––
Hollencrest Capital Management29,780$423.0K0.04%––
Rockefeller Capital Management L.P.29,837$424.0K0.00%––
Kestra Private Wealth Services, LLC30,428$433.0K0.03%––
Cetera Advisor Networks LLC30,780$438.0K0.01%––
Dumont & Blake Investment Advisors LLC31,020$441.0K0.14%––
Game Plan Financial Advisors, LLC32,000$456.0K0.29%––
Founders Financial Alliance, LLC33,042$484.0K0.24%––
The PNC Financial Services Group, Inc.36,756$523.0K0.00%––
Truist Financial Corp39,377$560.0K0.00%––
E&G Advisors, LP40,277$573.0K0.17%––
Janney Montgomery Scott LLC40,865$581.0K0.00%––
WealthPLAN Partners, LLC39,446$590.0K0.05%––
Csenge Advisory Group40,638$622.0K0.06%––
CNH Partners LLC48,431$689.0K0.02%––
Shaker Financial Services, LLC51,312$730.0K0.29%––
Geneos Wealth Management Inc.57,638$857.0K0.02%––
Mid Atlantic Financial Management Inc60,868$866.0K0.06%––
Clough Capital Partners L P64,600$919.0K0.06%––
Central Trust Co66,938$952.0K0.04%––
Cetera Advisors LLC68,801$978.0K0.03%––
Invesco Ltd.70,457$1.00M0.00%––
Stifel Financial Corp78,635$1.12M0.00%––
Deutsche Bank AG79,663$1.13M0.00%––
Raymond James & Associates82,755$1.18M0.00%––
Frontier Wealth Management LLC95,548$1.36M0.10%––
Sigma Planning Corp97,405$1.39M0.04%––
Cambridge Investment Research Advisors, Inc.100,402$1.43M0.01%––
Private Advisor Group, LLC106,594$1.52M0.01%––
Mutual Advisors, LLC108,433$1.54M0.11%––
Northwestern Mutual Wealth Management Co137,081$1.95M0.00%––
Samalin Investment Counsel, LLC141,747$2.02M1.35%––
HighTower Advisors, LLC149,463$2.12M0.01%––
Advisor Group Holdings, Inc.162,665$2.31M0.01%––
Baird Financial Group, Inc.178,136$2.53M0.01%––
Harbour Investments, Inc.178,613$2.54M0.09%––
Karpus Management, Inc.188,151$2.68M0.08%––
Raymond James Financial Services Advisors, Inc.212,189$3.02M0.01%––
Reitz Capital Advisors LLC245,209$3.49M2.58%––
Ameriprise Financial Inc384,243$5.46M0.00%––
LPL Financial LLC393,319$5.59M0.01%––
D.A. Davidson & Co.454,959$6.47M0.08%––
Cohen & Steers, Inc.560,025$7.96M0.02%––