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CHI · Calamos Convertible Opportunities & Income Fund

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$12.31 -0.26 (-2.07%) At close · Jul 28
Market Cap
$993.50M
Shares
80.71M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 136
Total Value: $198,077,602
Total Shares: 17,749,346
Showing 1–100 of 136 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 136 13F filers
Top Holder
14.6%
Jun 2023 → Mar 2026 · range 10.4% – 14.6%
of institutional value
Top 5
49.4%
Jun 2023 → Mar 2026 · range 40.2% – 49.4%
of institutional value
Top 10
66.5%
Jun 2023 → Mar 2026 · range 59.8% – 66.5%
of institutional value
HHI
633
Jun 2023 → Mar 2026 · range 473 – 633
Broadly held
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 14.26% 2,629,637
Mega UBS Group AG $25,543,973 12.90% 2,378,396
Mega MORGAN STANLEY $15,180,732 7.66% 1,413,476
Mid D.A. DAVIDSON & CO. $14,856,817 7.50% 1,105,418
Mega WELLS FARGO & COMPANY/MN $14,591,288 7.37% 1,358,593
Mega LPL Financial LLC $7,235,516 3.65% 673,698
Mega AMERIPRISE FINANCIAL INC $6,909,267 3.49% 643,321
Large GUGGENHEIM CAPITAL LLC $6,545,772 3.30% 609,476
Large Baird Financial Group, Inc. $6,349,874 3.21% 591,236
Large COMMONWEALTH EQUITY SERVICES, LLC $6,068,733 3.06% 565,059
Micro Marathon Strategic Advisors, LLC $3,948,954 1.99% 293,821
Mid Advisors Asset Management, Inc. $3,554,445 1.79% 330,954
Mega RAYMOND JAMES FINANCIAL INC $3,240,042 1.64% 301,680
Mid HARBOUR INVESTMENTS, INC. $2,958,451 1.49% 275,461
Small Samalin Investment Counsel, LLC $2,774,620 1.40% 206,445
Micro Creekside Partners $2,461,500 1.24% 229,190
Mid OPPENHEIMER & CO INC $2,430,601 1.23% 226,313
Large OSAIC HOLDINGS, INC. $2,411,246 1.22% 224,511
Mega ROYAL BANK OF CANADA Bank $2,360,641 1.19% 219,799
Large Cetera Investment Advisers $2,003,761 1.01% 186,570
Large Cambridge Investment Research Advisors, Inc. $2,001,457 1.01% 148,918
Micro Grange Capital, LLC $1,962,401 0.99% 146,012
Large Rockefeller Capital Management L.P. $1,670,929 0.84% 155,580
Large Focus Partners Wealth $1,538,236 0.78% 143,225
Micro PMG Family Office LLC Family Office $1,348,072 0.68% 100,303
Large NewEdge Advisors, LLC $1,271,626 0.64% 118,401
Micro Everstar Asset Management, LLC $1,199,905 0.61% 111,723
Small Total Wealth Planning & Management, Inc. $1,035,982 0.52% 77,082
Large FIFTH THIRD BANCORP Bank $911,095 0.46% 84,832
Large STIFEL FINANCIAL CORP $851,005 0.43% 79,237
Large Janney Montgomery Scott LLC $812,523 0.41% 75,654
Mid IHT Wealth Management, LLC $763,098 0.39% 71,052
Small Legacy Wealth Management, LLC / MS $740,664 0.37% 55,109
Large SEI INVESTMENTS CO $705,285 0.36% 65,669
Mid INDEPENDENT FINANCIAL GROUP, LLC $609,275 0.31% 45,333
Large CAPTRUST FINANCIAL ADVISORS $593,900 0.30% 55,298
Large COHEN & STEERS, INC. $590,700 0.30% 55,000
Micro SAM Advisors, LLC $583,192 0.29% 54,301
Mega NORTHERN TRUST CORP Bank $575,964 0.29% 53,628
Mid Mutual Advisors, LLC $553,936 0.28% 51,577
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $522,372 0.26% 38,867
Micro KFA Private Wealth Group, LLC $499,551 0.25% 37,169
Mid Apollon Wealth Management, LLC $496,298 0.25% 36,927
Large Kestra Advisory Services, LLC $493,032 0.25% 36,684
Small E&G Advisors, LP $469,082 0.24% 34,902
Mid BENJAMIN EDWARDS INC $455,118 0.23% 33,863
Mid Geneos Wealth Management Inc. $417,506 0.21% 38,874
Mid Private Advisor Group, LLC $409,637 0.21% 30,479
Mid PFG Investments, LLC $400,565 0.20% 29,804
Large &PARTNERS $397,326 0.20% 36,995
Mid NorthRock Partners, LLC $378,821 0.19% 35,272
Small FLAGSHIP HARBOR ADVISORS, LLC $376,521 0.19% 28,015
Mid CreativeOne Wealth, LLC $368,253 0.19% 34,288
Small First Nebraska Trust Co Bank $362,582 0.18% 33,760
Mid CENTRAL TRUST Co Bank $358,716 0.18% 33,400
Mid Arax Advisory Partners $341,650 0.17% 31,811
Mid Sigma Planning Corp $329,030 0.17% 30,636
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $317,412 0.16% 23,617
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 0.15% 28,500
Small Founders Financial Alliance, LLC $306,036 0.15% 28,495
Mid Concurrent Investment Advisors, LLC $301,808 0.15% 22,456
Mid STEPHENS INC /AR/ $296,091 0.15% 27,569
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 0.14% 26,590
Micro Capital CS Group, LLC $270,905 0.14% 25,224
Small 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 0.13% 24,293
Large Mariner, LLC $251,337 0.13% 23,402
Large HighTower Advisors, LLC $244,990 0.12% 22,811
Small Sunpointe, LLC $238,492 0.12% 17,745
Large MML INVESTORS SERVICES, LLC $230,448 0.12% 21,457
Mid WEDBUSH SECURITIES INC Broker-Dealer $229,152 0.12% 17,050
Small NOVEM GROUP $222,996 0.11% 16,592
Micro HALBERT HARGROVE GLOBAL ADVISORS, LLC $222,432 0.11% 16,550
Small Clear Trail Advisors, LLC $217,714 0.11% 16,199
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $213,715 0.11% 19,899
Mid CoreCap Advisors, LLC $211,680 0.11% 15,750
Mega JANE STREET GROUP, LLC $207,485 0.10% 19,319
Small WEALTH EFFECTS LLC $197,669 0.10% 18,405
Small Hilltop Partners LLC $196,595 0.10% 18,305
Mid Brookstone Capital Management $190,014 0.10% 14,138
Mid Farther Finance Advisors, LLC $183,321 0.09% 13,640
Small San Luis Wealth Advisors LLC $182,179 0.09% 13,555
Mid PINNACLE ASSOCIATES LTD $176,490 0.09% 16,433
Small Clearwave Capital, LLC $175,526 0.09% 13,060
Small NWAM LLC $173,523 0.09% 12,911
Mega ENVESTNET ASSET MANAGEMENT INC $165,320 0.08% 15,393
Micro ProCore Advisors, LLC $160,366 0.08% 11,932
Small MELFA WEALTH MANAGEMENT, INC. $158,847 0.08% 11,819
Small MONEY CONCEPTS CAPITAL CORP $148,201 0.07% 13,799
Small one8zero8, LLC $143,379 0.07% 13,350
Mid Kovack Advisors, Inc. $141,241 0.07% 13,151
Small CALTON & ASSOCIATES, INC. $131,146 0.07% 12,211
Small Palogic Value Management, L.P. $128,880 0.07% 12,000
Mid Modern Wealth Management, LLC $127,967 0.06% 11,915
Key facts CIK 1171471 CUSIP 128117108 13F (30d) 54 filings 51 filers

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