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 2023 vs. Q3 2023
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 109 | 2 | 113 | +6 |
| Shares | 14.1M | 9.12K | 14.2M | +119.3K (+0.8%) |
| Value | $149.0M | $96.1K | $147.6M | −$1.30M (−0.9%) |
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Marathon Strategic Advisors, LLC | 181,414 | $1.88M | 2.55% |
| Landscape Capital Management, L.L.C. | 113,567 | $1.18M | 0.11% |
| Wolverine Asset Management LLC | 40,329 | $417.8K | 0.01% |
| Game Plan Financial Advisors, LLC | 26,075 | $270.1K | 0.15% |
| Gateway Wealth Partners, LLC | 21,261 | $220.3K | 0.09% |
| Independent Financial Group, LLC | 19,000 | $196.8K | 0.01% |
| Elequin Capital LP | 17,553 | $181.8K | 0.05% |
| AE Wealth Management LLC | 14,217 | $150.4K | 0.00% |
| Creekmur Asset Management LLC | 12,855 | $133.2K | 0.04% |
| Mariner, LLC | 12,716 | $131.7K | 0.00% |
| Alpha Cubed Investments, LLC | 12,300 | $127.4K | 0.01% |
| Kovack Advisors, Inc. | 10,380 | $107.5K | 0.01% |
| Nwam LLC | 10,283 | $106.5K | 0.01% |
| MeadowBrook Investment Advisors LLC | 2,645 | $27.4K | 0.03% |
| Bartlett & Co. LLC | 1,000 | $11.0K | 0.00% |
| Bartlett & Co. Wealth Management LLC | 1,000 | $10.7K | 0.00% |
| Northwest Financial Advisors | 403 | $4.17K | 0.00% |
| ICA Group Wealth Management, LLC | 175 | $1.81K | 0.00% |
Sold out (12)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Sigma Planning Corp | 74,878 | $789.2K |
| Reitz Capital Advisors LLC | 72,869 | $768.0K |
| Cresset Asset Management, LLC | 70,998 | $748.3K |
| Susquehanna International Group, LLP | 40,494 | $425.6K |
| RVW Wealth, LLC | 21,600 | $227.7K |
| Axxcess Wealth Management, LLC | 20,000 | $210.8K |
| Marcum Wealth, LLC | 18,946 | $199.7K |
| Bellecapital International Ltd. | 18,591 | $195.9K |
| Kestra Private Wealth Services, LLC | 16,665 | $175.6K |
| ORG Partners LLC | 3,516 | $37.1K |
| Glassman Wealth Services | 3,260 | $34.4K |
| FMR LLC | 1 | $11 |
Not filed for Q4 2023 yet (2)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Johnson Midwest Financial, LLC | 9,022 | $95.1K |
| Steward Financial Group LLC | 100 | $1.00K |