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 2025 vs. Q4 2024
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 128 | 3 | 122 | −3 |
| Shares | 15.5M | 41.6K | 15.6M | +130.3K (+0.8%) |
| Value | $185.2M | $496.2K | $149.6M | −$35.1M (−19.0%) |
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Landscape Capital Management, L.L.C. | 353,411 | $3.39M | 0.30% |
| Wolverine Asset Management LLC | 189,222 | $1.81M | 0.04% |
| Readystate Asset Management LP | 31,830 | $305.3K | 0.02% |
| Calton & Associates, Inc. | 14,630 | $140.3K | 0.03% |
| Elequin Capital LP | 14,577 | $139.8K | 0.03% |
| Brookstone Capital Management | 14,419 | $138.3K | 0.00% |
| J.W. Cole Advisors, Inc. | 12,589 | $120.7K | 0.00% |
| Jane Street Group, LLC | 10,094 | $96.8K | 0.00% |
| Mascoma Wealth Management LLC | 3,075 | $29.5K | 0.01% |
| Costello Asset Management, INC | 2,105 | $20.2K | 0.01% |
| Sofos Investments, Inc. | 1,520 | $14.6K | 0.00% |
| Center for Financial Planning, Inc. | 1,094 | $10.5K | 0.00% |
| Rothschild Investment LLC | 662 | $6.35K | 0.00% |
Sold out (16)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Lindbrook Capital, LLC | 192,153 | $2.29M |
| Marks Group Wealth Management, Inc | 146,444 | $1.75M |
| Capital CS Group, LLC | 25,224 | $301.2K |
| Ravenstone Capital Management Inc. | 23,000 | $274.6K |
| PFG Investments, LLC | 19,606 | $234.1K |
| Susquehanna International Group, LLP | 17,612 | $210.3K |
| Creative Planning | 16,762 | $200.1K |
| Mission Wealth Management, LP | 14,135 | $168.8K |
| Cornerstone Advisors, LLC | 12,300 | $146.9K |
| Beverly Hills Private Wealth, LLC | 10,820 | $129.2K |
| Perennial Investment Advisors, LLC | 10,800 | $129.0K |
| Mercer Global Advisors Inc | 10,659 | $127.3K |
| Larson Financial Group LLC | 4,501 | $53.7K |
| Proequities, Inc. | 3,876 | $44.4K |
| Winch Advisory Services, LLC | 2 | $21 |
| FMR LLC | 1 | $12 |
Not filed for Q1 2025 yet (3)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Gray Wealth Management Inc. | 35,661 | $425.8K |
| Global Retirement Partners, LLC | 4,379 | $52.3K |
| Financial Gravity Companies, Inc. | 1,520 | $18.1K |