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 2022 vs. Q3 2022
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 104 | 3 | 109 | +8 |
| Shares | 13.4M | 13.8K | 13.9M | +469.6K (+3.5%) |
| Value | $129.8M | $133.2K | $145.6M | +$15.9M (+12.3%) |
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 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 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Marks Group Wealth Management, Inc | 91,134 | $957.8K | 0.13% |
| Money Concepts Capital Corp | 63,200 | $664.2K | 0.03% |
| Semus Wealth Partners LLC | 60,870 | $639.7K | 0.78% |
| SAM Advisors, LLC | 26,209 | $275.0K | 0.12% |
| Cetera Investment Advisers | 21,705 | $228.1K | 0.00% |
| Townsend & Associates, Inc | 15,856 | $192.3K | 0.10% |
| Envestnet Asset Management Inc | 17,633 | $185.3K | 0.00% |
| CoreCap Advisors, LLC | 17,115 | $179.9K | 0.01% |
| Melfa Wealth Management, LLC | 13,657 | $143.5K | 0.15% |
| Palogic Value Management, L.P. | 12,000 | $126.1K | 0.07% |
| International Assets Investment Management, LLC | 11,182 | $117.5K | 0.01% |
| Per Stirling Capital Management, LLC. | 11,134 | $117.0K | 0.02% |
| South State Corp. | 1,100 | $11.6K | 0.00% |
| ICA Group Wealth Management, LLC | 175 | $2.07K | 0.00% |
| Huntington National Bank | – | $11 | 0.00% |
| JPMorgan Chase & Co | 20 | $0 | 0.00% |
Sold out (8)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Wolverine Asset Management LLC | 47,491 | $458.0K |
| Landscape Capital Management, L.L.C. | 12,609 | $122.0K |
| Cetera Advisors LLC | 11,629 | $112.0K |
| Financial Advocates Investment Management | 10,731 | $104.0K |
| Moneta Group Investment Advisors LLC | 10,352 | $100.0K |
| Raleigh Capital Management Inc. | 1,250 | $12.0K |
| Parallel Advisors, LLC | 449 | $4.00K |
| FMR LLC | 1 | $0 |
Not filed for Q4 2022 yet (3)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 10,060 | $97.2K |
| Covington Capital Management | 3,100 | $30.0K |
| FourThought Financial, LLC | 660 | $6.00K |