Skip to main content
CHI logo

CHI · Calamos Convertible Opportunities & Income Fund

$12.96 +0.09 (+0.70%)
Market Cap
$1.04B
Shares
80.71M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$12.87 Open$12.85 Day$12.83–13.01 52W$9.22–13.40 Avg vol 30d187K Short int417K · 0.5% float · 2.4d Short vol57% DataJan 2020–Aug 2026

Up next

FQ4-26 quarter ends
~Oct 31, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Bearish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.2 · calm Equity put/call 0.60
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +10%
above
Price vs 50-day avg −0%
below
RSI (14) 52
neutral
MACD trend Positive
52-week position 87%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return −3%
trailing
6-month return +17%
trailing
YTD return +29%
this year
Relative strength +5%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $13 › 200d $12 — 50d above 200d
Institutional flow Distributing
82 of 136 funds reported for Jun 30 · net -85.8K sh shares · +10 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.52% of float · ▲ +27.1% MoM · 2.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
136 holders — mid 3-yr range
Squeeze score 48
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 19%
annualized · 1-yr
Max drawdown −11%
past year
ATR 2.1%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+10% Bullish
Price vs 50-day avg
−0% Neutral
RSI (14)
52 Neutral
MACD trend
Positive Bullish
52-week position
87% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $13 › 200d $12 — 50d above 200d
Institutional flow Distributing
82 of 136 funds reported for Jun 30 · net -85.8K sh shares · +10 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.52% of float · ▲ +27.1% MoM · 2.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
136 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $9 Now $13 · 87% 52-wk high $13
vs 200-day avg +10% vs 50-day avg 0%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
CHI
Calamos Convertible Opportunities & Income Fund
this stock
$1.04B +28.7% 0.5%
BLK
BlackRock, Inc.
$366.97B +6.7% +16.2% 27.1 0.6%
BX
Blackstone Inc.
$99.14B -10.7% +9.2% 34.2 3.2%
BN
BROOKFIELD Corp /ON/
$98.23B -3.8% 0.7%
KKR
KKR & Co. Inc.
$92.80B -18.6% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
143
% held
22.2%
Reported
82 of 136
Top holder
BANK OF AMERICA CORP /DE/
Held Float
View
Held by Funds
Fund positions
1
View
Short & Settlement
Short Interest Rising
Shares short
417.0K
Days to cover
2.4d
Change
+89.0K sh
View
Short Volume
Short vol %
57%
As of
Aug 6, 2026
Short Total
View
Fails to Deliver
FTD shares
22.5K
Value
$299.0K
As of
Jul 14, 2026
View
Off-Exchange
Off-exchange %
61.4%
Week of
Jun 29, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
May 11, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
CHI +4.0% -2.9% +17.3% +2.7% +28.8%
SPY +3.6% +2.2% +12.8% +2.9% +12.7%
vs SPY +0.3% -5.1% +4.5% -0.2% +16.0%

Capital returns

Latest dividend
$0.095 / share · ex Jul 14, 2026
Raised 18.8%
Paid (TTM)
$1.14 / share · 12 payouts
Dividend yield (TTM, derived)
8.86%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1171471 CUSIP 128117108 13F (30d) 76 filings 76 filers