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.
Q2 2021 vs. Q1 2021
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 108 | 109 | +1 |
| Shares | 14.1M | 13.5M | −583.4K (−4.1%) |
| Value | $201.0M | $206.1M | +$5.08M (+2.5%) |
New holders (13)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wetherby Asset Management Inc | 21,400 | $325.0K | 0.02% |
| CX Institutional | 15,500 | $235.0K | 0.02% |
| MML Investors Services, LLC | 12,992 | $197.0K | 0.00% |
| BlackRock Inc. | 6,163 | $93.0K | 0.00% |
| Citigroup Inc | 4,575 | $69.0K | 0.00% |
| SRS Capital Advisors, Inc. | 4,500 | $68.0K | 0.01% |
| NEXT Financial Group, Inc | 3,211 | $49.0K | 0.00% |
| Glassman Wealth Services | 3,260 | $49.0K | 0.01% |
| Hoover Financial Advisors, Inc. | 3,175 | $48.0K | 0.01% |
| Addison Advisors LLC | 444 | $7.00K | 0.01% |
| GPS Wealth Strategies Group, LLC | 195 | $3.00K | 0.00% |
| Panagora Asset Management Inc | 52 | $1.00K | 0.00% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (12)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Karpus Management, Inc. | 188,151 | $2.68M |
| Clough Capital Partners L P | 64,600 | $919.0K |
| Shaker Financial Services, LLC | 51,312 | $730.0K |
| CNH Partners LLC | 48,431 | $689.0K |
| Robinson Capital Management, LLC | 22,882 | $330.0K |
| Allred Capital Management, LLC | 11,930 | $169.6K |
| Plante Moran Financial Advisors, LLC | 8,000 | $114.0K |
| FNY Investment Advisers, LLC | 2,719 | $38.0K |
| Valley Brook Capital Group | 1,630 | $23.0K |
| Dividend Assets Capital, LLC | 1,250 | $18.0K |
| Wealthcare Advisory Partners LLC | 300 | $4.00K |
| Sound Income Strategies, LLC | 43 | $611 |