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.
Q4 2021 vs. Q3 2021
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 106 | 2 | 110 | +6 |
| Shares | 13.4M | 86.2K | 13.5M | +170.0K (+1.3%) |
| Value | $200.1M | $1.29M | $203.3M | +$4.42M (+2.2%) |
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Apollon Wealth Management, LLC | 208,137 | $3.15M | 0.25% |
| GWM Advisors LLC | 57,061 | $863.0K | 0.01% |
| DF Dent & Co Inc | 29,418 | $445.0K | 0.00% |
| Wealth Effects LLC | 28,090 | $424.0K | 0.18% |
| Axxcess Wealth Management, LLC | 22,044 | $333.0K | 0.03% |
| Sonora Investment Management Group, LLC | 20,750 | $314.0K | 0.04% |
| Kerntke Otto McGlone Wealth Management Group | 13,148 | $199.0K | 0.24% |
| Doyle Wealth Management | 12,467 | $188.0K | 0.01% |
| IHT Wealth Management, LLC | 11,506 | $174.0K | 0.01% |
| Lindbrook Capital, LLC | 10,307 | $156.0K | 0.02% |
| CoreCap Advisors, LLC | 10,157 | $153.0K | 0.01% |
| Ahrens Investment Partners LLC | 3,418 | $52.0K | 0.02% |
| Huntington National Bank | – | $43.0K | 0.00% |
| Covington Capital Management | 1,550 | $23.0K | 0.00% |
| Fortitude Advisory Group L.L.C. | 1,500 | $23.0K | 0.01% |
| FMR LLC | 2 | $0 | 0.00% |
Sold out (10)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mariner, LLC | 13,556 | $203.0K |
| Moneta Group Investment Advisors LLC | 12,091 | $181.0K |
| Goldman Sachs Group Inc | 10,538 | $158.0K |
| Susquehanna International Group, LLP | 10,349 | $155.0K |
| RPG Investment Advisory, LLC | 4,479 | $67.0K |
| Gerber Kawasaki Wealth & Investment Management | 900 | $13.0K |
| Pacitti Group Inc. | 855 | $13.0K |
| Assetmark, Inc | 285 | $4.00K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 259 | $3.00K |
| Global Retirement Partners, LLC | 178 | $3.00K |
Not filed for Q4 2021 yet (2)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mid Atlantic Financial Management Inc | 66,728 | $999.0K |
| Sonora Investment Management, LLC | 19,450 | $291.0K |