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.
13F holders, Q1 2026
Institutional positions in Calamos Convertible Opportunities & Income Fund as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 136
- −5 vs. Q4 2025
- Shares held
- 18.0M
- +451.7K (+2.6%) vs. Q4 2025
- Total value
- $193.8M
- +$9.21M (+5.0%) vs. Q4 2025
- New holders
- 7
- 54 more added
- Sold out
- 12
- 31 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CHI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 137 | $252.8M |
| Q1 2026 | 136 | $193.8M |
| Q4 2025 | 146 | $186.2M |
| Q3 2025 | 132 | $185.0M |
| Q2 2025 | 138 | $179.6M |
| Q1 2025 | 122 | $149.6M |
| Q4 2024 | 128 | $185.2M |
| Q3 2024 | 116 | $172.5M |
| Q2 2024 | 111 | $177.1M |
| Q1 2024 | 108 | $160.1M |
| Q4 2023 | 113 | $147.6M |
| Q3 2023 | 109 | $149.0M |
| Q2 2023 | 109 | $157.5M |
| Q1 2023 | 116 | $145.3M |
| Q4 2022 | 109 | $145.6M |
| Q3 2022 | 104 | $129.8M |
| Q2 2022 | 110 | $155.5M |
| Q1 2022 | 115 | $160.0M |
| Q4 2021 | 110 | $203.3M |
| Q3 2021 | 106 | $200.1M |
| Q2 2021 | 109 | $206.1M |
| Q1 2021 | 108 | $201.0M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Calamos Convertible Opportunities & Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Melfa Wealth Management, LLC | 11,819 | $126.9K | 0.07% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 11,221 | $120.5K | 0.07% | −7−0.1% | Reduced |
| Creative Planning | 11,003 | $118.2K | 0.00% | −10.0% | Reduced |
| Clearstead Advisors, LLC | 10,952 | $117.6K | 0.00% | −575−5.0% | Reduced |
| CoreCap Advisors, LLC | 9,750 | $104.7K | 0.00% | −17,487−64.2% | Reduced |
| Allworth Financial LP | 8,935 | $96.0K | 0.00% | −2,962−24.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,824 | $94.8K | 0.00% | −1,088−11.0% | Reduced |
| Barrett & Company, Inc. | 7,750 | $83.2K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 7,500 | $80.5K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,340 | $59.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,179 | $55.6K | 0.00% | +1,540+42.3% | Added |
| NBC Securities, Inc. | 4,413 | $47.4K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 4,300 | $46.2K | 0.03% | +4,300 | New |
| Bryn Mawr Trust Co | 4,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,700 | $39.7K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 3,000 | $32.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,400 | $25.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,266 | $24.3K | 0.01% | +39+1.8% | Added |
| Gen-Wealth Partners Inc | 2,200 | $23.6K | 0.01% | −375−14.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,197 | $23.6K | 0.00% | +702+47.0% | Added |
| IFP Advisors, Inc | 2,000 | $21.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,547 | $17.0K | 0.00% | −629−28.9% | Reduced |
| Caldwell Trust Co | 1,534 | $16.5K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,520 | $16.3K | 0.00% | +1,520 | New |
| Center for Financial Planning, Inc. | 1,094 | $11.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 811 | $8.71K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 725 | $7.79K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 664 | $7.13K | 0.00% | +664 | New |
| Rothschild Investment LLC | 662 | $7.11K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 334 | $3.58K | 0.00% | +9+2.8% | Added |
| Highline Wealth Partners LLC | 250 | $2.69K | 0.00% | −150−37.5% | Reduced |
| Assetmark, Inc | 241 | $2.59K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 89 | $956 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $11 | 0.00% | – | – |
| Eastern Bank | 0 | $4 | 0.00% | 0 | Unchanged |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −68,264−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −31,343−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −31,029−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −24,702−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −20,803−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,099−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −12,120−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −11,435−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Greenberg Financial Group | – | – | – | – | Not filed |
| Alpha Cubed Investments, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |