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Equibles

CHI

Calamos Convertible Opportunities & Income Fund

Company with tickers: CHI

CIK
1171471
CUSIP
128117108
Shares Outstanding
80,706,787
13F Activity (30d)
63 filings 54 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 136
Total Value: $193,090,596
Total Shares: 17,978,646
Showing 1–100 of 136 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 136 13F filers · Δ vs Dec 31, 2025
Top Holder
14.6%
Jun 2023 → Mar 2026 · range 10.4% – 14.8%
+0.6 pts
Top 5
49.4%
Jun 2023 → Mar 2026 · range 37.9% – 49.4%
+1.5 pts
Top 10
66.5%
Jun 2023 → Mar 2026 · range 55.7% – 66.7%
+0.7 pts
HHI
633
Jun 2023 → Mar 2026 · range 423 – 633
Broadly held+34

Quarterly Activity

vs Dec 31, 2025
New
7
Increased
55
Decreased
31
Sold Out
17
Unchanged
43
Holder count: -10
Institutional value: +4.2%
Shares held: +1.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega UBS Group AG +190,612 2,378,396
Mega BANK OF AMERICA CORP /DE/ +145,622 2,629,637
Mid Advisors Asset Management, Inc. +104,362 330,954
Small Samalin Investment Counsel, LLC +78,643 146,349
Mid D.A. DAVIDSON & CO. +51,780 1,097,250

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large GUGGENHEIM CAPITAL LLC −85,334 609,476
Mid Apollon Wealth Management, LLC −74,996 37,864
Mega LPL Financial LLC −55,558 673,698
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP −32,404 19,899
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −30,105 35,917

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large FIFTH THIRD BANCORP 84,832 $911,095
Large COHEN & STEERS, INC. 55,000 $590,700
Mid NorthRock Partners, LLC 35,272 $378,821
Small MONEY CONCEPTS CAPITAL CORP 13,799 $148,201
Micro Clark Wealth Partners 4,300 $46,182

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large COMERICA BANK 79,205 $830,068
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 68,264 $715,405
Small GREENBERG FINANCIAL GROUP 45,685 $478,778
Mid WOLVERINE ASSET MANAGEMENT LLC 31,343 $328,474
Small Jaffetilchin Investment Partners, LLC 31,029 $325,183
Filter: New 7 Increased 55 Reduced 31 Sold out 17 Unchanged 43
Showing 100 of 136
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BANK OF AMERICA CORP /DE/ Bank $28,242,301 14.63% 2,629,637
Mega UBS Group AG $25,543,973 13.23% 2,378,396
Mega MORGAN STANLEY $15,180,732 7.86% 1,413,476
Mega WELLS FARGO & COMPANY/MN $14,591,288 7.56% 1,358,593
Mid D.A. DAVIDSON & CO. $11,784,465 6.10% 1,097,250
Mega LPL Financial LLC $7,235,516 3.75% 673,698
Mega AMERIPRISE FINANCIAL INC $6,909,267 3.58% 643,321
Large GUGGENHEIM CAPITAL LLC $6,545,772 3.39% 609,476
Large Baird Financial Group, Inc. $6,349,874 3.29% 591,236
Large COMMONWEALTH EQUITY SERVICES, LLC $6,068,733 3.14% 565,059
Mid Advisors Asset Management, Inc. $3,554,445 1.84% 330,954
Mega RAYMOND JAMES FINANCIAL INC $3,240,042 1.68% 301,680
Micro Grange Capital, LLC $3,162,027 1.64% 294,416
Micro Marathon Strategic Advisors, LLC $3,096,631 1.60% 288,327
Mid HARBOUR INVESTMENTS, INC. $2,958,451 1.53% 275,461
Micro Creekside Partners $2,461,500 1.27% 229,190
Mid OPPENHEIMER & CO INC $2,430,601 1.26% 226,313
Large OSAIC HOLDINGS, INC. $2,411,246 1.25% 224,511
Mega ROYAL BANK OF CANADA Bank $2,360,641 1.22% 219,799
Large Cambridge Investment Research Advisors, Inc. $2,011,419 1.04% 187,283
Large Cetera Investment Advisers $2,003,761 1.04% 186,570
Large Rockefeller Capital Management L.P. $1,670,929 0.87% 155,580
Small Samalin Investment Counsel, LLC $1,571,788 0.81% 146,349
Large Focus Partners Wealth $1,538,236 0.80% 143,225
Large NewEdge Advisors, LLC $1,271,626 0.66% 118,401
Micro Everstar Asset Management, LLC $1,199,905 0.62% 111,723
Micro PMG Family Office LLC Family Office $1,063,818 0.55% 99,052
Micro KFA Private Wealth Group, LLC $1,049,641 0.54% 97,732
Large FIFTH THIRD BANCORP Bank $911,095 0.47% 84,832
Large STIFEL FINANCIAL CORP $851,005 0.44% 79,237
Large Janney Montgomery Scott LLC $812,523 0.42% 75,654
Small Total Wealth Planning & Management, Inc. $767,222 0.40% 71,436
Mid IHT Wealth Management, LLC $763,098 0.40% 71,052
Large SEI INVESTMENTS CO $705,285 0.37% 65,669
Small Institute for Wealth Management, LLC. $636,634 0.33% 59,277
Large CAPTRUST FINANCIAL ADVISORS $593,900 0.31% 55,298
Large COHEN & STEERS, INC. $590,700 0.31% 55,000
Small Legacy Wealth Management, LLC / MS $590,034 0.31% 54,938
Micro SAM Advisors, LLC $583,192 0.30% 54,301
Mega NORTHERN TRUST CORP Bank $575,964 0.30% 53,628
Mid Mutual Advisors, LLC $553,936 0.29% 51,577
Mid INDEPENDENT FINANCIAL GROUP, LLC $465,396 0.24% 43,333
Mid Geneos Wealth Management Inc. $417,506 0.22% 38,874
Mid Apollon Wealth Management, LLC $406,659 0.21% 37,864
Large &PARTNERS $397,326 0.21% 36,995
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $385,748 0.20% 35,917
Mid NorthRock Partners, LLC $378,821 0.20% 35,272
Small E&G Advisors, LP $374,847 0.19% 34,902
Mid CreativeOne Wealth, LLC $368,253 0.19% 34,288
Mid BENJAMIN EDWARDS INC $365,836 0.19% 34,063
Small First Nebraska Trust Co Bank $362,582 0.19% 33,760
Large Kestra Advisory Services, LLC $359,263 0.19% 33,451
Mid CENTRAL TRUST Co Bank $358,716 0.19% 33,400
Mid Arax Advisory Partners $341,650 0.18% 31,811
Mid Sigma Planning Corp $329,030 0.17% 30,636
Mid Private Advisor Group, LLC $324,573 0.17% 30,221
Mid PFG Investments, LLC $319,686 0.17% 29,766
Mid DF DENT & CO INC $315,949 0.16% 29,418
Mid Sanctuary Advisors, LLC $315,433 0.16% 29,370
Small Patten Group, Inc. $314,102 0.16% 29,246
Mid EP Wealth Advisors, LLC $306,090 0.16% 28,500
Small Founders Financial Alliance, LLC $306,036 0.16% 28,495
Mid STEPHENS INC /AR/ $296,091 0.15% 27,569
Small FLAGSHIP HARBOR ADVISORS, LLC $295,199 0.15% 27,486
Mid Stratos Wealth Partners, LTD. $293,610 0.15% 27,338
Mid Beacon Pointe Advisors, LLC $293,051 0.15% 27,286
Mega PNC FINANCIAL SERVICES GROUP, INC. $285,575 0.15% 26,590
Micro Capital CS Group, LLC $270,905 0.14% 25,224
Micro Game Plan Financial Advisors, LLC $268,500 0.14% 25,000
Small DUMONT & BLAKE INVESTMENT ADVISORS LLC $268,081 0.14% 24,961
Mid HOLLENCREST CAPITAL MANAGEMENT $260,906 0.14% 24,293
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $253,646 0.13% 23,617
Large Mariner, LLC $251,337 0.13% 23,402
Large HighTower Advisors, LLC $244,990 0.13% 22,811
Micro Lexington Hill Partners, LLC $241,617 0.13% 22,497
Mid Concurrent Investment Advisors, LLC $239,566 0.12% 22,306
Large MML INVESTORS SERVICES, LLC $230,448 0.12% 21,457
Micro HALBERT HARGROVE GLOBAL ADVISORS, LLC $215,337 0.11% 20,050
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $213,715 0.11% 19,899
Mega JANE STREET GROUP, LLC $207,485 0.11% 19,319
Small WEALTH EFFECTS LLC $197,669 0.10% 18,405
Small Hilltop Partners LLC $196,595 0.10% 18,305
Small Sunpointe, LLC $190,581 0.10% 17,745
Mid WEDBUSH SECURITIES INC Broker-Dealer $183,117 0.09% 17,050
Small NOVEM GROUP $178,197 0.09% 16,592
Mid PINNACLE ASSOCIATES LTD $176,490 0.09% 16,433
Small Clear Trail Advisors, LLC $174,471 0.09% 16,245
Mid Brookstone Capital Management $170,486 0.09% 15,874
Mega ENVESTNET ASSET MANAGEMENT INC $165,320 0.09% 15,393
Small MONEY CONCEPTS CAPITAL CORP $148,201 0.08% 13,799
Small San Luis Wealth Advisors LLC $145,580 0.08% 13,555
Small one8zero8, LLC $143,379 0.07% 13,350
Mid Kovack Advisors, Inc. $141,241 0.07% 13,151
Micro Clearwave Capital, LLC $140,264 0.07% 13,060
Small NWAM LLC $138,664 0.07% 12,911
Small CALTON & ASSOCIATES, INC. $131,146 0.07% 12,211
Micro ProCore Advisors, LLC $130,340 0.07% 12,136
Small Palogic Value Management, L.P. $128,880 0.07% 12,000
Mid Modern Wealth Management, LLC $127,967 0.07% 11,915
Small MELFA WEALTH MANAGEMENT, INC. $126,936 0.07% 11,819

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