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 2024 vs. Q3 2024
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 116 | 2 | 128 | +14 |
| Shares | 14.9M | 348.9K | 15.5M | +956.3K (+6.6%) |
| Value | $172.5M | $4.06M | $185.2M | +$16.7M (+9.9%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 342,247 | $4.09M | 0.00% |
| Grange Capital, LLC | 78,863 | $941.6K | 0.99% |
| Total Wealth Planning & Management, Inc. | 75,649 | $903.2K | 0.89% |
| Change Path, LLC | 50,588 | $604.0K | 0.02% |
| Northern Trust Corp | 49,877 | $595.5K | 0.00% |
| Legacy Wealth Management, LLC | 49,411 | $590.0K | 0.23% |
| KFA Private Wealth Group, LLC | 34,849 | $416.1K | 0.17% |
| Winebrenner Capital Management LLC | 30,000 | $358.2K | 0.28% |
| Ravenstone Capital Management Inc. | 23,000 | $274.6K | 0.16% |
| Creative Planning | 16,762 | $200.1K | 0.00% |
| one8zero8, LLC | 13,650 | $163.0K | 0.04% |
| Modern Wealth Management, LLC | 11,915 | $142.3K | 0.01% |
| Mercer Global Advisors Inc | 10,659 | $127.3K | 0.00% |
| Halbert Hargrove Global Advisors, LLC | 9,450 | $112.8K | 0.01% |
| Ameriflex Group, Inc. | 6,887 | $78.3K | 0.04% |
| Union Bancaire Privee, UBP SA | 5,600 | $68.0K | 0.00% |
| Financial Gravity Companies, Inc. | 1,520 | $18.1K | 0.00% |
| ORG Partners LLC | 1,500 | $17.9K | 0.00% |
| MAI Capital Management | 1,325 | $15.8K | 0.00% |
| Jones Financial Companies LLLP | 242 | $2.89K | 0.00% |
| FMR LLC | 1 | $12 | 0.00% |
Sold out (7)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Advisors Asset Management, Inc. | 43,407 | $505.3K |
| Calton & Associates, Inc. | 18,359 | $213.7K |
| Kestra Advisory Services, LLC | 16,453 | $191.5K |
| Citadel Advisors LLC | 10,255 | $119.4K |
| Gilliland Jeter Wealth Management LLC | 3,400 | $39.6K |
| Tidemark, LLC | 1,200 | $14.0K |
| Farther Finance Advisors, LLC | 95 | $1.11K |
Not filed for Q4 2024 yet (2)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 205,974 | $2.40M |
| Raymond James & Associates | 142,915 | $1.66M |