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.
Q1 2022 vs. Q4 2021
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 110 | 2 | 115 | +7 |
| Shares | 13.5M | 189.8K | 12.1M | −1.15M (−8.7%) |
| Value | $203.3M | $2.87M | $160.0M | −$40.4M (−20.2%) |
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Avantax Advisory Services, Inc. | 86,819 | $1.15M | 0.02% |
| Money Concepts Capital Corp | 52,180 | $689.0K | 0.04% |
| Atria Wealth Solutions, Inc. | 41,179 | $544.0K | 0.01% |
| WealthPlan Investment Management, LLC | 33,689 | $423.0K | 0.03% |
| Envestnet Asset Management Inc | 31,153 | $411.0K | 0.00% |
| Wedbush Securities Inc | 17,789 | $235.0K | 0.01% |
| San Luis Wealth Advisors LLC | 13,235 | $200.0K | 0.10% |
| EP Wealth Advisors, LLC | 12,000 | $159.0K | 0.00% |
| IFP Advisors, Inc | 11,008 | $130.0K | 0.00% |
| TCWP LLC | 6,046 | $79.0K | 0.01% |
| RWM Asset Management, LLC | 4,500 | $59.0K | 0.01% |
| Whittier Trust Co of Nevada Inc | 3,217 | $42.0K | 0.00% |
| Raleigh Capital Management Inc. | 1,189 | $16.0K | 0.01% |
| Global Retirement Partners, LLC | 869 | $10.0K | 0.00% |
| Tower Research Capital LLC (TRC) | 100 | $1.00K | 0.00% |
Sold out (8)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Advisors Asset Management, Inc. | 1,040,463 | $15.7M |
| Axxcess Wealth Management, LLC | 22,044 | $333.0K |
| Kerntke Otto McGlone Wealth Management Group | 13,148 | $199.0K |
| Neuberger Berman Group LLC | 13,000 | $196.0K |
| CoreCap Advisors, LLC | 10,157 | $153.0K |
| Proequities, Inc. | 6,229 | $95.0K |
| US Bancorp | 1,379 | $21.0K |
| Krane Funds Advisors LLC | 1 | $0 |
Not filed for Q1 2022 yet (2)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Harbour Investments, Inc. | 186,486 | $2.82M |
| NEXT Financial Group, Inc | 3,348 | $51.0K |