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.
Q3 2025 vs. Q2 2025
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 138 | 7 | 132 | +1 |
| Shares | 17.1M | 514.2K | 17.1M | +584.0K (+3.5%) |
| Value | $179.6M | $5.41M | $185.0M | +$10.7M (+6.2%) |
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| PMG Family Office LLC | 106,822 | $1.15M | 1.29% |
| Advisors Asset Management, Inc. | 58,065 | $626.5K | 0.01% |
| Wiley Bros.-Aintree Capital, LLC | 36,980 | $399.0K | 0.00% |
| Benjamin Edwards Inc | 33,182 | $358.0K | 0.00% |
| Jaffetilchin Investment Partners, LLC | 21,525 | $232.3K | 0.01% |
| Jane Street Group, LLC | 17,223 | $185.8K | 0.00% |
| Mutual Advisors, LLC | 16,514 | $182.6K | 0.00% |
| Cerity Partners LLC | 12,315 | $132.9K | 0.00% |
| Nwam LLC | 11,893 | $131.0K | 0.01% |
| CX Institutional | 9,421 | $102.0K | 0.00% |
| Farther Finance Advisors, LLC | 5,340 | $57.6K | 0.00% |
| Turim 21 Investimentos Ltda. | 1,945 | $21.0K | 0.01% |
| Principal Securities, Inc. | 1,012 | $10.9K | 0.00% |
| Advisory Services Network, LLC | 664 | $7.17K | 0.00% |
| Highline Wealth Partners LLC | 400 | $4.32K | 0.00% |
| St Germain D J Co Inc | 300 | $3.24K | 0.00% |
| Citigroup Inc | 27 | $291 | 0.00% |
Sold out (16)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| L.M. Kohn & Company | 51,629 | $543.1K |
| Winebrenner Capital Management LLC | 30,000 | $315.6K |
| Financial Advocates Investment Management | 26,625 | $280.1K |
| Susquehanna International Group, LLP | 23,558 | $247.8K |
| Calton & Associates, Inc. | 19,515 | $205.3K |
| Kestra Advisory Services, LLC | 17,654 | $185.7K |
| Beacon Pointe Advisors, LLC | 12,900 | $135.7K |
| XTX Topco Ltd | 12,601 | $132.6K |
| HRT Financial LP | 10,508 | $110.0K |
| J.W. Cole Advisors, Inc. | 10,032 | $105.5K |
| US Bancorp | 4,300 | $45.2K |
| Elequin Capital LP | 4,244 | $44.6K |
| Mascoma Wealth Management LLC | 3,075 | $32.3K |
| MAI Capital Management | 1,325 | $13.9K |
| Garde Capital, Inc. | 532 | $5.60K |
| Cape Investment Advisory, Inc. | 402 | $4.23K |
Not filed for Q3 2025 yet (7)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Avantax Advisory Services, Inc. | 320,756 | $3.37M |
| Total Wealth Planning & Management, Inc. | 75,684 | $796.2K |
| TFG Advisers LLC | 40,509 | $426.2K |
| Congress Wealth Management LLC | 32,996 | $347.1K |
| EP Wealth Advisors, LLC | 28,500 | $299.8K |
| Atria Wealth Solutions, Inc. | 14,194 | $149.3K |
| Financial Gravity Companies, Inc. | 1,520 | $16.0K |