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.
Q1 2024 vs. Q4 2023
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 113 | 1 | 108 | −4 |
| Shares | 14.2M | 1.00K | 14.1M | −136.9K (−1.0%) |
| Value | $147.6M | $11.0K | $160.1M | +$12.6M (+8.5%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sigma Planning Corp | 50,997 | $578.8K | 0.02% |
| SRS Capital Advisors, Inc. | 27,445 | $311.5K | 0.03% |
| PFG Investments, LLC | 18,401 | $208.8K | 0.01% |
| Prudential Financial Inc | 14,030 | $159.2K | 0.00% |
| Beverly Hills Private Wealth, LLC | 10,056 | $114.1K | 0.03% |
| Monetary Management Group Inc | 10,000 | $113.5K | 0.03% |
| Gen-Wealth Partners Inc | 7,040 | $79.9K | 0.04% |
| ORG Partners LLC | 3,841 | $42.9K | 0.08% |
| Gilliland Jeter Wealth Management LLC | 3,400 | $38.6K | 0.01% |
| Glen Eagle Advisors, LLC | 265 | $3.01K | 0.00% |
| Tower Research Capital LLC (TRC) | 69 | $783 | 0.00% |
Sold out (15)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Marathon Strategic Advisors, LLC | 181,414 | $1.88M |
| Granite Bay Wealth Management, LLC | 128,205 | $1.32M |
| Landscape Capital Management, L.L.C. | 113,567 | $1.18M |
| Truist Financial Corp | 98,433 | $1.02M |
| Cetera Advisor Networks LLC | 65,827 | $682.0K |
| Wolverine Asset Management LLC | 40,329 | $417.8K |
| Elequin Capital LP | 17,553 | $181.8K |
| Invesco Ltd. | 14,856 | $153.9K |
| AE Wealth Management LLC | 14,217 | $150.4K |
| Kovack Advisors, Inc. | 10,380 | $107.5K |
| Capital Investment Advisors, LLC | 10,090 | $104.5K |
| Bartlett & Co. Wealth Management LLC | 1,000 | $10.7K |
| Advisory Services Network, LLC | 664 | $6.88K |
| Northwest Financial Advisors | 403 | $4.17K |
| IFP Advisors, Inc | 401 | $4.15K |
Not filed for Q1 2024 yet (1)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Bartlett & Co. LLC | 1,000 | $11.0K |