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 2025 vs. Q1 2025
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 122 | 1 | 138 | +17 |
| Shares | 15.6M | 1.52K | 17.1M | +1.48M (+9.5%) |
| Value | $149.6M | $14.6K | $179.6M | +$30.0M (+20.1%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| SEI Investments Co | 40,667 | $427.8K | 0.00% |
| Congress Wealth Management LLC | 32,996 | $347.1K | 0.00% |
| Stratos Wealth Partners, LTD. | 29,024 | $305.3K | 0.00% |
| Capital CS Group, LLC | 25,224 | $265.4K | 0.44% |
| Susquehanna International Group, LLP | 23,558 | $247.8K | 0.00% |
| Newbridge Financial Services Group, Inc. | 21,704 | $228.3K | 0.04% |
| Hilltop Partners LLC | 18,305 | $192.6K | 0.06% |
| Sunpointe, LLC | 17,745 | $186.7K | 0.07% |
| Kestra Advisory Services, LLC | 17,654 | $185.7K | 0.00% |
| Novem Group | 17,651 | $185.7K | 0.02% |
| XTX Topco Ltd | 12,601 | $132.6K | 0.01% |
| Creative Planning | 11,000 | $115.7K | 0.00% |
| HRT Financial LP | 10,508 | $110.0K | 0.00% |
| Global Retirement Partners, LLC | 9,888 | $104.0K | 0.00% |
| GHP Investment Advisors, Inc. | 2,400 | $25.2K | 0.00% |
| Ameritas Advisory Services, LLC | 1,713 | $18.0K | 0.00% |
| Financial Gravity Companies, Inc. | 1,520 | $16.0K | 0.00% |
| Garde Capital, Inc. | 532 | $5.60K | 0.00% |
| Tower Research Capital LLC (TRC) | 123 | $1.29K | 0.00% |
| GAMMA Investing LLC | 121 | $1.27K | 0.00% |
Sold out (3)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Jane Street Group, LLC | 10,094 | $96.8K |
| Union Bancaire Privee, UBP SA | 5,600 | $55.0K |
| Jones Financial Companies LLLP | 750 | $7.37K |
Not filed for Q2 2025 yet (1)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Sofos Investments, Inc. | 1,520 | $14.6K |