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Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$10.20 -0.21 (-2.02%)
Closing price 05/21/2025 04:00 PM Eastern
Extended Trading
$10.20 +0.01 (+0.05%)
As of 05/21/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Calamos Convertible Opportunities and Income Fund (NASDAQ:CHI)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$38.38M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$7.09M
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CHI Institutional Buying and Selling by Quarter

Calamos Convertible Opportunities and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC10,094$97K0.0%N/A0.000%
5/16/2025 Everstar Asset Management LLC126,109$1.21M0.2%-7.3%0.000%
5/16/2025 NewEdge Advisors LLC38,140$366K0.0%-12.3%0.000%
5/15/2025 Royal Bank of Canada185,268$1.78M0.0%-10.0%0.000%
5/15/2025 Calton & Associates Inc.14,630$140K0.0%N/A0.000%
5/15/2025 Baird Financial Group Inc.501,632$4.81M0.0%+6.8%0.000%
5/15/2025 Landscape Capital Management L.L.C.353,411$3.39M0.3%N/A0.000%
5/14/2025 CreativeOne Wealth LLC40,838$392K0.0%-19.3%0.000%
5/14/2025 Comerica Bank26,395$253K0.0%+319.6%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.109,828$1.05M0.0%+11.1%0.000%
5/13/2025 Elequin Capital LP14,577$140K0.0%N/A0.000%
5/13/2025 Raymond James Financial Inc.334,319$3.21M0.0%-2.3%0.000%
5/13/2025 HighTower Advisors LLC62,655$601K0.0%+3.4%0.000%
5/12/2025 Wolverine Asset Management LLC189,222$1.82M0.0%N/A0.000%
5/8/2025 Harbour Investments Inc.228,731$2.19M0.1%+20.1%0.000%
5/7/2025 Creekside Partners265,612$2.55M1.3%+7.5%0.000%
5/7/2025 KFA Private Wealth Group LLC97,978$940K0.3%+181.2%0.000%
5/7/2025 LPL Financial LLC503,880$4.83M0.0%-1.6%0.000%
5/7/2025 Semus Wealth Partners LLC21,298$204K0.1%-18.6%0.000%
5/7/2025 SAM Advisors LLC42,398$407K0.2%+2.6%0.000%
5/6/2025 Cetera Investment Advisers68,543$657K0.0%+2.7%0.000%
5/6/2025 Avantax Advisory Services Inc.354,679$3.40M0.0%+4.3%0.000%
5/6/2025 Readystate Asset Management LP31,830$305K0.0%N/A0.000%
5/5/2025 Calton & Associates Inc.11,006$106K0.0%N/A0.000%
5/5/2025 Kestra Private Wealth Services LLC20,690$198K0.0%+58.0%0.000%
5/2/2025 Grange Capital LLC217,861$2.09M2.4%+176.3%0.000%
5/2/2025 Melfa Wealth Management Inc.11,819$113K0.1%-15.0%0.000%
5/2/2025 Apollon Wealth Management LLC239,701$2.30M0.1%-4.1%0.000%
5/2/2025 Sigma Planning Corp60,334$579K0.0%+2.6%0.000%
4/28/2025 D.A. Davidson & CO.940,247$9.02M0.1%+3.3%0.000%
4/24/2025 Mascoma Wealth Management LLC3,075$29K0.0%N/A0.000%
4/23/2025 International Assets Investment Management LLC19,047$183K0.0%+48.5%0.000%
4/23/2025 Oppenheimer & Co. Inc.171,779$1.65M0.0%+3.1%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.124,160$1.19M0.0%+9.9%0.000%
4/21/2025 L.M. Kohn & Company51,529$494K0.1%-6.0%0.000%
4/21/2025 Institute for Wealth Management LLC.53,689$515K0.1%+2.6%0.000%
4/18/2025 CENTRAL TRUST Co42,483$407K0.0%-3.4%0.000%
4/17/2025 Marathon Strategic Advisors LLC205,442$1.97M2.1%+3.4%0.000%
4/17/2025 Janney Montgomery Scott LLC35,228$338K0.0%-46.3%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC57,314$550K0.0%+34.7%0.000%
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4/15/2025 Sonora Investment Management Group LLC16,350$157K0.0%-35.5%0.000%
4/9/2025 NBC Securities Inc.4,413$42K0.0%+110,225.0%0.000%
4/3/2025 Legacy Wealth Management LLC MS13,302$128K0.0%-73.1%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC42,550$508K0.0%-12.7%0.000%
2/28/2025 Total Wealth Planning & Management Inc.75,649$903K0.8%N/A0.000%
2/24/2025 Ameriflex Group Inc.6,887$78K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers66,719$797K0.0%-10.7%0.000%
2/17/2025 Captrust Financial Advisors60,391$721K0.0%-7.6%0.000%
2/17/2025 Baird Financial Group Inc.469,575$5.61M0.0%+3.0%0.000%
2/17/2025 Bank of America Corp DE1,370,133$16.36M0.0%+4.1%0.000%
2/17/2025 Ameriprise Financial Inc.499,803$5.97M0.0%-1.0%0.000%
2/14/2025 Mercer Global Advisors Inc. ADV10,659$127K0.0%N/A0.000%
2/14/2025 Northern Trust Corp49,877$596K0.0%N/A0.000%
2/14/2025 IHT Wealth Management LLC40,680$486K0.0%+4.9%0.000%
2/14/2025 Stifel Financial Corp23,268$278K0.0%-9.0%0.000%
2/13/2025 Guggenheim Capital LLC761,670$9.09M0.1%+19.1%0.000%
2/13/2025 CreativeOne Wealth LLC50,588$604K0.0%N/A0.000%
2/13/2025 Mariner LLC27,547$329K0.0%+29.7%0.000%
2/13/2025 Rockefeller Capital Management L.P.137,252$1.64M0.0%+8.8%0.000%
2/13/2025 Monetary Management Group Inc.7,500$90K0.0%-50.0%0.000%
2/13/2025 Raymond James Financial Inc.342,247$4.09M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN1,772,538$21.16M0.0%+2.7%0.000%
2/12/2025 Everstar Asset Management LLC136,009$1.62M1.1%-3.9%0.000%
2/11/2025 Modern Wealth Management LLC11,915$135K0.0%N/A0.000%
2/11/2025 LPL Financial LLC512,173$6.12M0.0%-1.6%0.000%
2/10/2025 Harbour Investments Inc.190,407$2.27M0.1%+2.5%0.000%
2/10/2025 one8zero8 LLC13,650$163K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC613,757$7.33M0.0%+0.2%0.000%
2/10/2025 Avantax Advisory Services Inc.339,899$4.06M0.0%+2.7%0.000%
2/7/2025 HighTower Advisors LLC60,595$724K0.0%+17.0%0.000%
2/6/2025 Lindbrook Capital LLC192,153$2.29M0.2%-32.3%0.000%
2/6/2025 Raymond James Financial Inc.342,247$4.09M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC36,446$435K0.0%-5.2%0.000%
2/6/2025 Mission Wealth Management LP14,135$169K0.0%-22.7%0.000%
2/5/2025 Halbert Hargrove Global Advisors LLC9,450$113K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.166,558$1.99M0.0%+2.6%0.000%
2/5/2025 Kovack Advisors Inc.12,392$148K0.0%+14.3%0.000%
2/4/2025 Union Bancaire Privee UBP SA5,600$68K0.0%N/A0.000%
2/3/2025 Sigma Planning Corp58,795$702K0.0%+12.8%0.000%
2/3/2025 SAM Advisors LLC41,332$492K0.2%+40.1%0.000%
2/3/2025 Winebrenner Capital Management LLC30,000$358K0.3%N/A0.000%
2/3/2025 Private Advisor Group LLC24,318$290K0.0%-7.9%0.000%
1/31/2025 Semus Wealth Partners LLC26,157$312K0.2%-11.6%0.000%
1/31/2025 D.A. Davidson & CO.909,857$10.86M0.1%+2.1%0.000%
1/31/2025Sanctuary Advisors LLC37,599$428K0.0%-59.0%0.000%
1/28/2025 Stephens Inc. AR35,540$424K0.0%-2.8%0.000%
1/28/2025 Apollon Wealth Management LLC249,903$2.98M0.1%+1.8%0.000%
1/27/2025 Financial Advocates Investment Management26,299$314K0.0%+4.0%0.000%
1/24/2025 CENTRAL TRUST Co43,983$525K0.0%-18.6%0.000%
1/23/2025 Institute for Wealth Management LLC.52,318$625K0.1%+12.9%0.000%
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1/23/2025 Sonora Investment Management Group LLC25,350$303K0.0%-3.8%0.000%
1/22/2025 KFA Private Wealth Group LLC34,849$416K0.2%N/A0.000%
1/22/2025 Union Bancaire Privee UBP SA5,600$68K0.0%N/A0.000%
1/22/2025 PFG Investments LLC19,606$234K0.0%+27.1%0.000%
1/21/2025 Grange Capital LLC78,863$942K1.0%N/A0.000%
1/17/2025 Marathon Strategic Advisors LLC198,658$2.37M2.6%+2.9%0.000%
1/17/2025 Janney Montgomery Scott LLC65,655$784K0.0%+48.3%0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC42,550$495K0.0%-12.7%0.000%
1/8/2025 International Assets Investment Management LLC12,827$151K0.0%-84.4%0.000%
1/6/2025 Legacy Wealth Management LLC MS49,411$590K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

CHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CHI shares?

During the previous two years, 113 institutional investors and hedge funds held shares of Calamos Convertible Opportunities and Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($21.16M), Bank of America Corp DE ($16.36M), UBS Group AG ($15.88M), Guggenheim Capital LLC ($9.09M), D.A. Davidson & CO. ($9.02M), Commonwealth Equity Services LLC ($7.33M), and Ameriprise Financial Inc. ($5.97M).Learn more on CHI's institutional investors.

Which institutional investors have been buying Calamos Convertible Opportunities and Income Fund stock?

Of the 86 institutional investors that purchased Calamos Convertible Opportunities and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($684.49K), Landscape Capital Management L.L.C. ($353.41K), D.A. Davidson & CO. ($257.29K), Wolverine Asset Management LLC ($229.55K), Grange Capital LLC ($217.86K), Wells Fargo & Company MN ($217.50K), and Marathon Strategic Advisors LLC ($205.44K).

How much institutional buying is happening at Calamos Convertible Opportunities and Income Fund?

Institutional investors have bought a total of 4,588,253 shares in the last 24 months. This purchase volume represents approximately $50.64M in transactions.

Which Calamos Convertible Opportunities and Income Fund major shareholders have been selling company stock?

Of the 55 institutional investors that sold Calamos Convertible Opportunities and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($242.05K), Reitz Capital Advisors LLC ($240.67K), EP Wealth Advisors LLC ($232K), Lindbrook Capital LLC ($141.11K), International Assets Investment Management LLC ($69.43K), Sanctuary Advisors LLC ($54.15K), and HighTower Advisors LLC ($51.42K).

How much institutional selling is happening at Calamos Convertible Opportunities and Income Fund?

Institutional investors have sold a total of 1,545,322 shares in the last 24 months. This volume of shares sold represents approximately $16.94M in transactions.


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This page (NASDAQ:CHI) was last updated on 5/22/2025 by MarketBeat.com Staff
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