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.
Q3 2022 vs. Q2 2022
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 110 | 1 | 104 | −5 |
| Shares | 13.6M | 114.7K | 13.4M | −121.7K (−0.9%) |
| Value | $155.5M | $1.23M | $129.8M | −$24.4M (−15.9%) |
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Captrust Financial Advisors | 112,396 | $1.09M | 0.01% |
| Wolverine Asset Management LLC | 47,491 | $458.0K | 0.01% |
| Axxcess Wealth Management, LLC | 15,684 | $152.0K | 0.02% |
| Landscape Capital Management, L.L.C. | 12,609 | $122.0K | 0.02% |
| Barrett & Company, Inc. | 10,900 | $114.6K | 0.08% |
| Proequities, Inc. | 2,800 | $27.0K | 0.00% |
| Twin Lakes Capital Management, LLC | 232 | $2.00K | 0.00% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (13)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Envestnet Asset Management Inc | 29,237 | $313.0K |
| Stratos Wealth Partners, LTD. | 26,017 | $279.0K |
| Cetera Investment Advisers | 23,954 | $257.0K |
| Wetherby Asset Management Inc | 15,594 | $168.0K |
| Market Street Wealth Management Advisors LLC | 15,647 | $168.0K |
| CoreCap Advisors, LLC | 6,957 | $75.0K |
| Ahrens Investment Partners LLC | 2,089 | $22.0K |
| Citigroup Inc | 2,000 | $21.0K |
| Spire Wealth Management | 1,800 | $19.0K |
| SeaCrest Wealth Management, LLC | 1,500 | $16.0K |
| Fifth Third Bancorp | 500 | $5.00K |
| Addison Advisors LLC | 444 | $5.00K |
| Meeder Asset Management Inc | 18 | $0 |
Not filed for Q3 2022 yet (1)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Frontier Wealth Management LLC | 114,723 | $1.23M |