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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, Q3 2026

Institutional positions in Calamos Convertible Opportunities & Income Fund as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
0 vs. Q2 2026
Shares held
1.62K
+35 (+2.2%) vs. Q2 2026
Total value
$18.0K
−$3.00K (−14.3%) vs. Q2 2026
New holders
0
1 more added
Sold out
0
0 more reduced

135 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 108 institutionsQ2 2021: 109 institutionsQ3 2021: 106 institutionsQ4 2021: 110 institutionsQ1 2022: 115 institutionsQ2 2022: 110 institutionsQ3 2022: 104 institutionsQ4 2022: 109 institutionsQ1 2023: 116 institutionsQ2 2023: 109 institutionsQ3 2023: 109 institutionsQ4 2023: 113 institutionsQ1 2024: 108 institutionsQ2 2024: 111 institutionsQ3 2024: 116 institutionsQ4 2024: 128 institutionsQ1 2025: 122 institutionsQ2 2025: 138 institutionsQ3 2025: 132 institutionsQ4 2025: 146 institutionsQ1 2026: 136 institutionsQ2 2026: 137 institutions
Value held
Q1 2021: $201.0MQ2 2021: $206.1MQ3 2021: $200.1MQ4 2021: $203.3MQ1 2022: $160.0MQ2 2022: $155.5MQ3 2022: $129.8MQ4 2022: $145.6MQ1 2023: $145.3MQ2 2023: $157.5MQ3 2023: $149.0MQ4 2023: $147.6MQ1 2024: $160.1MQ2 2024: $177.1MQ3 2024: $172.5MQ4 2024: $185.2MQ1 2025: $149.6MQ2 2025: $179.6MQ3 2025: $185.0MQ4 2025: $186.2MQ1 2026: $193.8MQ2 2026: $252.8M
Institutions holding CHI and their total value by quarter
QuarterHoldersValue
Q2 2026137$252.8M
Q1 2026136$193.8M
Q4 2025146$186.2M
Q3 2025132$185.0M
Q2 2025138$179.6M
Q1 2025122$149.6M
Q4 2024128$185.2M
Q3 2024116$172.5M
Q2 2024111$177.1M
Q1 2024108$160.1M
Q4 2023113$147.6M
Q3 2023109$149.0M
Q2 2023109$157.5M
Q1 2023116$145.3M
Q4 2022109$145.6M
Q3 2022104$129.8M
Q2 2022110$155.5M
Q1 2022115$160.0M
Q4 2021110$203.3M
Q3 2021106$200.1M
Q2 2021109$206.1M
Q1 2021108$201.0M

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Calamos Convertible Opportunities & Income Fund; share changes are against Q2 2026.

Institutions holding CHI in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
CX Institutional1,617$18.0K0.00%+35+2.2%Added
Eastern Bank0$40.00%0Unchanged
Bank of America Corp––––Not filed
UBS Group AG––––Not filed
Morgan Stanley––––Not filed
Wells Fargo & Company––––Not filed
D.A. Davidson & Co.––––Not filed
LPL Financial LLC––––Not filed
Guggenheim Capital LLC––––Not filed
Ameriprise Financial Inc––––Not filed
Baird Financial Group, Inc.––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Advisors Asset Management, Inc.––––Not filed
Marathon Strategic Advisors, LLC––––Not filed
Raymond James Financial Inc––––Not filed
Harbour Investments, Inc.––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Creekside Partners––––Not filed
Oppenheimer & Co Inc––––Not filed
Royal Bank of Canada––––Not filed
Samalin Investment Counsel, LLC––––Not filed
Cetera Investment Advisers––––Not filed
GWM Advisors LLC––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Grange Capital, LLC––––Not filed
Colony Group, LLC––––Not filed
Everstar Asset Management, LLC––––Not filed
PMG Family Office LLC––––Not filed
Stifel Financial Corp––––Not filed
Advisory Solutions Group, LLC––––Not filed
Janney Montgomery Scott LLC––––Not filed
Total Wealth Planning & Management, Inc.––––Not filed
Fifth Third Bancorp––––Not filed
Cohen & Steers, Inc.––––Not filed
IHT Wealth Management, LLC––––Not filed
Boreal Capital Management LLC––––Not filed
SEI Investments Co––––Not filed
Mutual Advisors, LLC––––Not filed
Legacy Wealth Management, LLC––––Not filed
SAM Advisors, LLC––––Not filed
Captrust Financial Advisors––––Not filed
Northern Trust Corp––––Not filed
Independent Financial Group, LLC––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
KFA Private Wealth Group, LLC––––Not filed
Apollon Wealth Management, LLC––––Not filed
Change Path, LLC––––Not filed
Kestra Advisory Services, LLC––––Not filed
E&G Advisors, LP––––Not filed
NorthRock Partners, LLC––––Not filed
Benjamin Edwards Inc––––Not filed
Central Trust Co––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Sigma Planning Corp––––Not filed
Private Advisor Group, LLC––––Not filed
PFG Investments, LLC––––Not filed
DF Dent & Co Inc––––Not filed
Sanctuary Advisors, LLC––––Not filed
Patten Group, Inc.––––Not filed
Game Plan Financial Advisors, LLC––––Not filed
Mariner, LLC––––Not filed
Flagship Harbor Advisors, LLC––––Not filed
Founders Financial Alliance, LLC––––Not filed
Stephens Inc––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
XTX Topco Ltd––––Not filed
Dumont & Blake Investment Advisors LLC––––Not filed
Hollencrest Capital Management––––Not filed
HighTower Advisors, LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
MML Investors Services, LLC––––Not filed
Envestnet Asset Management Inc––––Not filed
EP Wealth Advisors, LLC––––Not filed
Wealth Effects LLC––––Not filed
Hilltop Partners LLC––––Not filed
Sunpointe, LLC––––Not filed
Wedbush Securities Inc––––Not filed
Novem Group––––Not filed
Halbert Hargrove Global Advisors, LLC––––Not filed
Clear Trail Advisors, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Cerity Partners LLC––––Not filed
Pinnacle Associates Ltd––––Not filed
Brookstone Capital Management––––Not filed
Money Concepts Capital Corp––––Not filed
Farther Finance Advisors, LLC––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
San Luis Wealth Advisors LLC––––Not filed
Kovack Advisors, Inc.––––Not filed
Clearwave Capital, LLC––––Not filed
Carrera Capital Advisors––––Not filed
Nwam LLC––––Not filed
one8zero8, LLC––––Not filed
Palogic Value Management, L.P.––––Not filed
ProCore Advisors, LLC––––Not filed
Modern Wealth Management, LLC––––Not filed