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Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$13.30 -0.05 (-0.34%)
As of 12:05 PM Eastern
This is a fair market value price provided by Massive. 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)
78
Total
Institutional Inflows
(last 12 months)
$53.34M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$12.66M
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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
7/17/2026 Farther Finance Advisors LLC13,640$183K0.0%+155.4%0.000%
7/17/2026 Marathon Strategic Advisors LLC293,821$3.95M2.2%+1.9%0.000%
7/16/2026 PMG Family Office LLC100,303$1.35M1.2%+1.3%0.000%
7/16/2026 Independent Financial Group LLC45,333$609K0.0%+42.4%0.000%
7/15/2026 Brookstone Capital Management14,138$190K0.0%-10.9%0.000%
7/15/2026 Wealth Enhancement Advisory Services LLC38,867$522K0.0%+8.2%0.000%
7/7/2026 CoreCap Advisors LLC15,750$212K0.0%+61.5%0.000%
6/3/2026 NewEdge Advisors LLC118,401$1.27M0.0%+14.9%0.000%
6/1/2026 First Nebraska Trust Co33,760$363K0.0%N/A0.000%
5/19/2026Bank of America Corp DE2,629,637$28.24M0.0%+5.9%0.000%
5/18/2026Royal Bank of Canada219,799$2.36M0.0%+0.7%0.000%
5/14/2026Sei Investments Co.65,669$705K0.0%+39.7%0.000%
5/13/2026 Cetera Investment Advisers186,570$2.00M0.0%-12.3%0.000%
5/6/2026 Independent Financial Group LLC31,833$342K0.0%N/A0.000%
5/5/2026 D.A. Davidson & CO.1,097,250$11.78M0.1%+5.0%0.000%
5/5/2026Sanctuary Advisors LLC29,370$315K0.0%+3.9%0.000%
5/1/2026 Fifth Third Bancorp84,832$911K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC33,451$359K0.0%+277.7%0.000%
4/30/2026 Money Concepts Capital Corp13,799$148K0.0%N/A0.000%
4/29/2026 Dumont & Blake Investment Advisors LLC24,961$268K0.1%-32.7%0.000%
4/29/2026 Grange Capital LLC294,416$3.16M3.2%-4.9%0.000%
4/28/2026 Stephens Inc. AR27,569$296K0.0%-22.4%0.000%
4/27/2026 PFG Investments LLC29,766$320K0.0%+20.9%0.000%
4/27/2026 Private Advisor Group LLC30,221$325K0.0%+3.5%0.000%
4/23/2026 Apollon Wealth Management LLC37,864$407K0.0%-66.5%0.000%
4/22/2026 Janney Montgomery Scott LLC75,654$813K0.0%+5.0%0.000%
4/20/2026 KFA Private Wealth Group LLC97,732$1.05M0.3%+1.9%0.000%
4/17/2026 Clear Trail Advisors LLC16,245$174K0.0%+19.0%0.000%
4/17/2026 PMG Family Office LLC99,052$1.06M1.2%+3.9%0.000%
4/17/2026 Everstar Asset Management LLC111,723$1.20M0.6%-5.3%0.000%
4/15/2026 Marathon Strategic Advisors LLC288,327$3.10M2.2%+4.1%0.000%
3/17/2026Rockefeller Capital Management L.P.149,847$1.57M0.0%-2.8%0.000%
3/2/2026 Clearwave Capital LLC13,060$137K0.1%N/A0.000%
2/19/2026 Lexington Hill Partners LLC21,939$230K0.2%N/A0.000%
2/18/2026Ameriflex Group Inc.3,700$39K0.0%-50.0%0.000%
2/18/2026Beacon Pointe Advisors LLC19,066$200K0.0%N/A0.000%
2/18/2026 EP Wealth Advisors LLC28,500$299K0.0%N/A0.000%
2/18/2026 NewEdge Advisors LLC103,066$1.08M0.0%-13.7%0.000%
2/18/2026 one8zero8 LLC13,350$140K0.0%-7.0%0.000%
2/18/2026Readystate Asset Management LP24,702$259K0.0%+29.6%0.000%
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2/18/2026IHT Wealth Management LLC69,075$724K0.0%+65.7%0.000%
2/17/2026 Guggenheim Capital LLC694,810$7.28M0.1%+8.2%0.000%
2/17/2026 Cetera Investment Advisers212,666$2.23M0.0%-8.9%0.000%
2/17/2026Osaic Holdings Inc.216,092$2.27M0.0%-5.0%0.000%
2/17/2026Captrust Financial Advisors40,920$429K0.0%-2.7%0.000%
2/17/2026&PARTNERS44,237$464K0.0%+19.6%0.000%
2/17/2026Royal Bank of Canada218,299$2.29M0.0%+2.2%0.000%
2/16/2026 Focus Partners Wealth143,225$1.50M0.0%+10.4%0.000%
2/16/2026 Landscape Capital Management L.L.C.68,264$715K0.0%-53.3%0.000%
2/16/2026 Arax Advisory Partners41,673$437K0.0%+10.1%0.000%
2/13/2026 Kestra Advisory Services LLC8,857$93K0.0%N/A0.000%
2/13/2026CreativeOne Wealth LLC37,838$397K0.0%-3.8%0.000%
2/13/2026 Stifel Financial Corp74,297$779K0.0%+99.8%0.000%
2/13/2026 Creekside Partners217,819$2.28M1.0%-8.7%0.000%
2/13/2026Wells Fargo & Company MN1,346,815$14.12M0.0%-2.5%0.000%
2/12/2026Advisors Asset Management Inc.226,592$2.38M0.0%+290.2%0.000%
2/12/2026Jane Street Group LLC18,563$195K0.0%+7.8%0.000%
2/12/2026HRT Financial LP14,099$147K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC554,988$5.82M0.0%+2.5%0.000%
2/12/2026SAM Advisors LLC50,967$534K0.2%+3.7%0.000%
2/11/2026 Marathon Strategic Advisors LLC276,926$2.90M2.2%+3.5%0.000%
2/11/2026 Janney Montgomery Scott LLC72,036$755K0.0%+9.3%0.000%
2/11/2026Cerity Partners LLC11,435$120K0.0%-7.1%0.000%
2/11/2026 LPL Financial LLC729,256$7.64M0.0%+3.3%0.000%
2/11/2026 Total Wealth Planning & Management Inc.71,436$749K0.6%N/A0.000%
2/11/2026 Continuum Advisory LLC12,120$127K0.0%N/A0.000%
2/10/2026 Calton & Associates Inc.20,332$213K0.0%N/A0.000%
2/9/2026 Harbour Investments Inc.239,497$2.51M0.1%+1.0%0.000%
2/6/2026 HighTower Advisors LLC30,121$316K0.0%-20.3%0.000%
2/5/2026 Everstar Asset Management LLC117,953$1.24M0.6%-2.0%0.000%
2/5/2026 Northwestern Mutual Wealth Management Co.1,707,446$17.89M0.0%+6,608.5%0.000%
2/5/2026 Allworth Financial LP11,897$125K0.0%+33.2%0.000%
2/4/2026 Nwam LLC13,399$148K0.0%+12.7%0.000%
2/3/2026 Grange Capital LLC309,537$3.24M3.1%-2.2%0.000%
2/3/2026 International Assets Investment Management LLC23,617$248K0.0%+18.0%0.000%
2/3/2026Alpha Cubed Investments LLC16,808$176K0.0%+36.7%0.000%
2/2/2026 Wolverine Asset Management LLC31,343$328K0.0%-88.9%0.000%
2/2/2026Mutual Advisors LLC29,161$306K0.0%+76.6%0.000%
2/2/2026 Oppenheimer & Co. Inc.214,803$2.25M0.0%+12.1%0.000%
1/30/2026 Sigma Planning Corp30,277$317K0.0%-12.5%0.000%
1/30/2026 Samalin Investment Counsel LLC67,706$710K0.3%+21.7%0.000%
1/29/2026Comerica Bank79,205$830K0.0%+49.5%0.000%
1/29/2026 D.A. Davidson & CO.1,045,470$10.96M0.1%+2.1%0.000%
1/29/2026 Dumont & Blake Investment Advisors LLC37,098$389K0.1%+22.5%0.000%
1/29/2026UBS Group AG2,187,784$22.93M0.0%+7.4%0.000%
1/29/2026 Concurrent Investment Advisors LLC21,999$231K0.0%N/A0.000%
1/28/2026 PMG Family Office LLC95,348$999K1.2%-10.7%0.000%
1/27/2026 Novem Group16,266$170K0.0%+9.5%0.000%
1/27/2026 Semus Wealth Partners LLC11,228$118K0.1%-31.9%0.000%
1/27/2026 Institute for Wealth Management LLC.58,696$615K0.1%-5.2%0.000%
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1/26/2026CWM LLC3,639$38K0.0%N/A0.000%
1/26/2026 Wealth Effects LLC19,080$200K0.1%+6.0%0.000%
1/26/2026 PFG Investments LLC24,624$258K0.0%N/A0.000%
1/23/2026 Patten Group Inc.29,246$306K0.1%-23.8%0.000%
1/22/2026 Apollon Wealth Management LLC112,860$1.18M0.0%-24.3%0.000%
1/22/2026Greenberg Financial Group45,685$479K0.2%N/A0.000%
1/21/2026 ProCore Advisors LLC12,136$127K0.1%N/A0.000%
1/21/2026 Flagship Harbor Advisors LLC9,679$101K0.0%N/A0.000%
1/20/2026 Stratos Wealth Partners LTD.31,523$330K0.0%+4.2%0.000%
1/15/2026Jaffetilchin Investment Partners LLC31,029$325K0.0%+44.2%0.000%


CHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 138 institutional investors and hedge funds held shares of Calamos Convertible Opportunities and Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($28.24M), UBS Group AG ($22.93M), Northwestern Mutual Wealth Management Co. ($17.89M), Wells Fargo & Company MN ($14.12M), D.A. Davidson & CO. ($11.78M), LPL Financial LLC ($7.64M), and Guggenheim Capital LLC ($7.28M).Learn more on Calamos Convertible Opportunities and Income Fund's institutional investors.

Of the 116 institutional investors that purchased Calamos Convertible Opportunities and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($1.70M), Bank of America Corp DE ($1.12M), Raymond James Financial Inc. ($690.33K), Landscape Capital Management L.L.C. ($353.41K), Grange Capital LLC ($316.60K), Wolverine Asset Management LLC ($282.56K), and UBS Group AG ($275.56K).

Institutional investors have bought a total of 5,038,703 shares in the last 24 months. This purchase volume represents approximately $53.34M in transactions.

Of the 34 institutional investors that sold Calamos Convertible Opportunities and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Landscape Capital Management L.L.C. ($365.45K), Wolverine Asset Management LLC ($251.21K), Apollon Wealth Management LLC ($153.80K), Northwestern Mutual Wealth Management Co. ($76.22K), Creekside Partners ($54.99K), Cetera Investment Advisers ($46.95K), and Wells Fargo & Company MN ($34.67K).

Institutional investors have sold a total of 1,188,751 shares in the last 24 months. This volume of shares sold represents approximately $12.66M in transactions.


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Institutional ownership data for NASDAQ:CHI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/17/2026. New 13F filings are added each quarter as they're published.
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