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 2022 vs. Q1 2022
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 115 | 2 | 110 | −3 |
| Shares | 12.1M | 67.4K | 13.6M | +1.60M (+13.3%) |
| Value | $160.0M | $846.0K | $155.5M | −$3.66M (−2.3%) |
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 1,062,361 | $20.5M | 0.38% |
| Harbour Investments, Inc. | 174,992 | $1.88M | 0.13% |
| Connectus Wealth, LLC | 163,500 | $1.75M | 0.04% |
| Beacon Pointe Advisors, LLC | 119,536 | $1.28M | 0.03% |
| L.M. Kohn & Company | 24,130 | $259.0K | 0.12% |
| Market Street Wealth Management Advisors LLC | 15,647 | $168.0K | 0.05% |
| Moneta Group Investment Advisors LLC | 12,407 | $133.0K | 0.00% |
| CoreCap Advisors, LLC | 6,957 | $75.0K | 0.01% |
| Private Trust Co NA | 3,000 | $32.0K | 0.00% |
| Citigroup Inc | 2,000 | $21.0K | 0.00% |
| SeaCrest Wealth Management, LLC | 1,500 | $16.0K | 0.00% |
| HHM Wealth Advisors, LLC | 725 | $8.00K | 0.00% |
| US Bancorp | 325 | $3.00K | 0.00% |
Sold out (16)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Csenge Advisory Group | 54,795 | $724.0K |
| Money Concepts Capital Corp | 52,180 | $689.0K |
| SAM Advisors, LLC | 21,814 | $288.0K |
| San Luis Wealth Advisors LLC | 13,235 | $200.0K |
| Doyle Wealth Management | 12,467 | $165.0K |
| Visionary Wealth Advisors | 10,947 | $145.0K |
| Prospera Financial Services Inc | 10,300 | $136.0K |
| TCWP LLC | 6,046 | $79.0K |
| SRS Capital Advisors, Inc. | 4,500 | $59.0K |
| RWM Asset Management, LLC | 4,500 | $59.0K |
| Whittier Trust Co of Nevada Inc | 3,217 | $42.0K |
| Huntington National Bank | – | $37.0K |
| Fortitude Advisory Group L.L.C. | 2,642 | $35.0K |
| Twin Lakes Capital Management, LLC | 221 | $3.00K |
| Tower Research Capital LLC (TRC) | 100 | $1.00K |
| FMR LLC | 1 | $0 |
Not filed for Q2 2022 yet (2)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| WealthPLAN Partners, LLC | 33,689 | $423.0K |
| WealthPlan Investment Management, LLC | 33,689 | $423.0K |