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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
Melfa Wealth Management, LLC––––Not filed
We Are One Seven, LLC––––Not filed
Continuum Advisory, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Allworth Financial LP––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Jones Financial Companies LLLP––––Not filed
Barrett & Company, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Monetary Management Group Inc––––Not filed
NBC Securities, Inc.––––Not filed
Clark Wealth Partners––––Not filed
Bryn Mawr Trust Co––––Not filed
Ameriflex Group, Inc.––––Not filed
Private Trust Co NA––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Costello Asset Management, INC––––Not filed
IFG Advisory, LLC––––Not filed
IFP Advisors, Inc––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Assetmark, Inc––––Not filed
Caldwell Trust Co––––Not filed
Gen-Wealth Partners Inc––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Compass Financial Management LLC––––Not filed
Center for Financial Planning, Inc.––––Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.––––Not filed
HHM Wealth Advisors, LLC––––Not filed
Trust Co of Vermont––––Not filed
Rothschild Investment LLC––––Not filed
Cape Investment Advisory, Inc.––––Not filed
Twin Lakes Capital Management, LLC––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Buck Wealth Strategies, LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Huntington National Bank––––Not filed