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 2023 vs. Q1 2023
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 116 | 1 | 109 | −6 |
| Shares | 13.8M | 2.22K | 14.3M | +480.6K (+3.5%) |
| Value | $145.3M | $23.3K | $157.5M | +$12.2M (+8.4%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 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 Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cresset Asset Management, LLC | 83,213 | $932.0K | 0.01% |
| National Asset Management, Inc. | 50,892 | $570.0K | 0.01% |
| Stephens Inc | 36,562 | $409.5K | 0.01% |
| JPMorgan Chase & Co | 23,039 | $258.0K | 0.00% |
| Financial Advocates Investment Management | 22,128 | $247.8K | 0.02% |
| CoreCap Advisors, LLC | 13,400 | $150.1K | 0.01% |
| ORG Partners LLC | 4,341 | $49.3K | 0.01% |
| Addison Advisors LLC | 1,033 | $11.6K | 0.01% |
Sold out (14)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Susquehanna International Group, LLP | 40,707 | $428.2K |
| OTA Financial Group L.P. | 37,853 | $398.0K |
| Colony Group LLC | 37,026 | $390.0K |
| Axxcess Wealth Management, LLC | 25,238 | $265.5K |
| SAM Advisors, LLC | 17,214 | $181.1K |
| Jump Financial, LLC | 11,855 | $124.7K |
| Capital Investment Advisors, LLC | 11,590 | $121.9K |
| Calton & Associates, Inc. | 11,530 | $121.3K |
| FMR LLC | 6,624 | $69.7K |
| Elequin Capital LP | 4,732 | $49.8K |
| Belpointe Asset Management LLC | 3,500 | $36.8K |
| Ameritas Advisory Services, LLC | 2,129 | $22.4K |
| WealthPlan Investment Management, LLC | 817 | $8.59K |
| TCI Wealth Advisors, Inc. | 115 | $1.21K |
Not filed for Q2 2023 yet (1)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Ahrens Investment Partners LLC | 2,219 | $23.3K |