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 2026 vs. Q1 2026
How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 136 | 3 | 137 | +4 |
| Shares | 18.0M | 7.51K | 18.7M | +778.0K (+4.3%) |
| Value | $193.8M | $80.7K | $252.8M | +$59.1M (+30.5%) |
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisory Solutions Group, LLC | 82,718 | $1.11M | 0.38% |
| XTX Topco Ltd | 25,761 | $346.2K | 0.00% |
| Cerity Partners LLC | 15,728 | $211.4K | 0.00% |
| Carrera Capital Advisors | 13,000 | $174.7K | 0.03% |
| We Are One Seven, LLC | 10,807 | $145.3K | 0.00% |
| Continuum Advisory, LLC | 10,713 | $144.0K | 0.01% |
| Jones Financial Companies LLLP | 8,400 | $109.0K | 0.00% |
| Global Retirement Partners, LLC | 7,513 | $101.0K | 0.00% |
| IFG Advisory, LLC | 2,058 | $27.7K | 0.00% |
| Financial Gravity Companies, Inc. | 1,520 | $20.4K | 0.00% |
| Compass Financial Management LLC | 1,121 | $15.1K | 0.00% |
| Trust Co of Vermont | 715 | $9.61K | 0.00% |
| Cape Investment Advisory, Inc. | 402 | $5.40K | 0.00% |
| Ronald Blue Trust, Inc. | 227 | $3.05K | 0.00% |
| Buck Wealth Strategies, LLC | 200 | $2.69K | 0.00% |
| JFS Wealth Advisors, LLC | 88 | $1.18K | 0.00% |
Sold out (12)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| First Nebraska Trust Co | 33,760 | $362.6K |
| Stratos Wealth Partners, LTD. | 27,338 | $293.6K |
| Capital CS Group, LLC | 25,224 | $270.9K |
| Lexington Hill Partners, LLC | 22,497 | $241.6K |
| Susquehanna International Group, LLP | 19,899 | $213.7K |
| Jane Street Group, LLC | 19,319 | $207.5K |
| Calton & Associates, Inc. | 12,211 | $131.1K |
| Semus Wealth Partners LLC | 11,221 | $120.5K |
| Creative Planning | 11,003 | $118.2K |
| Advisory Services Network, LLC | 664 | $7.13K |
| Highline Wealth Partners LLC | 250 | $2.69K |
| Key Financial Inc | 89 | $956 |
Not filed for Q2 2026 yet (3)
Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 5,179 | $55.6K |
| Sofos Investments, Inc. | 1,520 | $16.3K |
| McIlrath & Eck, LLC | 811 | $8.71K |