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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.

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

Q3 2026 vs. Q2 2026

How the institutions holding Calamos Convertible Opportunities & Income Fund changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of CHI: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders13713430
Shares18.7M18.7M50.1K+11.4K (+29.3%)
Value$252.8M$252.3M$572.3K+$51.8K (+9.9%)

134 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q3 2026 but not at the end of Q2 2026.

None.

Sold out (0)

Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (134)

Institutions that held Calamos Convertible Opportunities & Income Fund at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 134 by value.

Institutions holding CHI in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Bank of America Corp2,883,914$38.8M
UBS Group AG2,574,530$34.6M
Morgan Stanley1,551,031$20.8M
Wells Fargo & Company1,362,840$18.3M
D.A. Davidson & Co.1,105,418$14.9M
LPL Financial LLC700,766$9.42M
Guggenheim Capital LLC643,309$8.65M
Ameriprise Financial Inc640,127$8.59M
Baird Financial Group, Inc.613,861$8.25M
Commonwealth Equity Services, LLC563,686$7.58M
Advisors Asset Management, Inc.533,895$7.18M
Marathon Strategic Advisors, LLC293,821$3.95M
Raymond James Financial Inc288,924$3.88M
Harbour Investments, Inc.273,702$3.68M
Advisor Group Holdings, Inc.259,047$3.48M
Creekside Partners237,856$3.20M
Oppenheimer & Co Inc237,341$3.19M
Royal Bank of Canada222,047$2.98M
Samalin Investment Counsel, LLC206,445$2.77M
Cetera Investment Advisers183,537$2.47M
GWM Advisors LLC168,723$2.27M
Rockefeller Capital Management L.P.154,322$2.07M
Cambridge Investment Research Advisors, Inc.148,918$2.00M
Grange Capital, LLC146,012$1.96M
Colony Group, LLC141,775$1.91M
Everstar Asset Management, LLC111,723$1.50M
PMG Family Office LLC100,303$1.35M
Stifel Financial Corp99,903$1.34M
Advisory Solutions Group, LLC82,718$1.11M
Janney Montgomery Scott LLC79,989$1.07M
Total Wealth Planning & Management, Inc.77,082$1.04M
Fifth Third Bancorp76,357$1.03M
Cohen & Steers, Inc.75,000$1.01M
IHT Wealth Management, LLC71,052$954.9K
Boreal Capital Management LLC0$856.4K
SEI Investments Co62,801$844.0K
Mutual Advisors, LLC60,670$815.4K
Legacy Wealth Management, LLC55,109$740.7K
SAM Advisors, LLC53,676$721.4K
Captrust Financial Advisors50,598$680.0K
Northern Trust Corp46,782$628.8K
Independent Financial Group, LLC45,333$609.3K
Wealth Enhancement Advisory Services, LLC38,867$522.0K
Geneos Wealth Management Inc.37,474$503.7K
Wiley Bros.-Aintree Capital, LLC37,395$502.6K
Apollon Wealth Management, LLC36,927$496.3K
Change Path, LLC36,688$493.1K
Kestra Advisory Services, LLC36,684$493.0K
E&G Advisors, LP34,902$469.1K
NorthRock Partners, LLC34,855$468.5K
Benjamin Edwards Inc33,863$455.1K
Central Trust Co32,975$443.2K
SRS Capital Advisors, Inc.32,098$431.4K
Sigma Planning Corp31,247$420.0K
Private Advisor Group, LLC30,479$409.6K
PFG Investments, LLC29,804$400.6K
DF Dent & Co Inc29,418$395.4K
Sanctuary Advisors, LLC29,306$393.9K
Patten Group, Inc.29,246$393.1K
Game Plan Financial Advisors, LLC28,250$379.7K
Mariner, LLC28,092$377.6K
Flagship Harbor Advisors, LLC28,015$376.5K
Founders Financial Alliance, LLC27,970$375.9K
Stephens Inc27,569$370.5K
The PNC Financial Services Group, Inc.26,590$357.4K
XTX Topco Ltd25,761$346.2K
Dumont & Blake Investment Advisors LLC24,961$335.5K
Hollencrest Capital Management24,293$326.5K
HighTower Advisors, LLC23,811$320.0K
International Assets Investment Management, LLC23,617$312.2K
Concurrent Investment Advisors, LLC22,456$301.8K
MML Investors Services, LLC21,654$291.0K
Envestnet Asset Management Inc19,976$268.5K
EP Wealth Advisors, LLC18,682$251.1K
Wealth Effects LLC18,472$248.3K
Hilltop Partners LLC18,305$246.0K
Sunpointe, LLC17,745$238.5K
Wedbush Securities Inc17,050$229.0K
Novem Group16,592$223.0K
Halbert Hargrove Global Advisors, LLC16,550$222.4K
Clear Trail Advisors, LLC16,199$217.7K
CoreCap Advisors, LLC15,750$211.7K
Cerity Partners LLC15,728$211.4K
Pinnacle Associates Ltd14,940$200.8K
Brookstone Capital Management14,138$190.0K
Money Concepts Capital Corp13,799$185.5K
Farther Finance Advisors, LLC13,640$183.3K
Beacon Pointe Advisors, LLC13,610$182.9K
San Luis Wealth Advisors LLC13,555$182.2K
Kovack Advisors, Inc.13,272$175.6K
Clearwave Capital, LLC13,060$175.5K
Carrera Capital Advisors13,000$174.7K
Nwam LLC12,911$173.5K
one8zero8, LLC12,550$168.7K
Palogic Value Management, L.P.12,000$161.3K
ProCore Advisors, LLC11,932$160.4K
Modern Wealth Management, LLC11,915$160.1K
Melfa Wealth Management, LLC11,819$158.8K
We Are One Seven, LLC10,807$145.3K
Continuum Advisory, LLC10,713$144.0K