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Equibles

CHI · Calamos Convertible Opportunities & Income Fund

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$11.53 -0.05 (-0.39%)
Rebalance outlook locked
Market Cap
$929.21M
Shares
80.87M
Volume · Oct 5 232.92K Avg daily vol (3M) 159.19K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$11.57 Open$11.50 Day$11.37–11.61 52W close$10.34–13.44 Avg vol 30d160K Short int492K · 0.6% float · 3.3d Short vol55% DataJan 2020–Oct 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
9.9%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+6.1%
Trailing year
Short interest
0.6%
Latest settlement · 3.3 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Weak Sentiment Bullish Fundamentals Limited Quant / Vol Low
Market backdrop VIX 15.3 · calm Equity put/call 0.58
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −4%
below
Price vs 50-day avg −8%
below
RSI (14) 35
neutral
MACD trend Negative
52-week position 40%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return −8%
trailing
6-month return −1%
trailing
YTD return +10%
this year
Relative strength −13%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $13 › 200d $12 — 50d above 200d
Institutional flow Accumulating
1 of 137 funds reported for Sep 30 · net +35 sh shares
Insider flow Accumulating
Net +$8.6M over 90 days · 0% sells
Short interest Falling
0.61% of float · ▼ -25.9% MoM · 3.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
137 holders — mid 3-yr range
Squeeze score 37
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Low
Volatility 20%
annualized · 1-yr
Max drawdown −15%
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 Sell
2 · 5 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−4% Neutral
Price vs 50-day avg
−8% Bearish
RSI (14)
35 Neutral
MACD trend
Negative Bearish
52-week position
40% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $13 › 200d $12 — 50d above 200d
Institutional flow Accumulating
1 of 137 funds reported for Sep 30 · net +35 sh shares
Insider flow Accumulating
Net +$8.6M over 90 days · 0% sells
Short interest Falling
0.61% of float · ▼ -25.9% MoM · 3.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
137 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $10 Now $12 · 40% Range high $13
vs 200-day avg -4% vs 50-day avg -8%

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
$929.21M +10.4% — — 0.6%
BLK
BlackRock, Inc.
 $347.03B -1.0% +16.2% 25.6 0.6%
KKR
KKR & Co. Inc.
 $86.77B -29.2% -11.0% — 1.5%
BX
Blackstone Inc.
 $85.57B -27.5% +9.2% 25.6 2.6%
BN
BROOKFIELD Corp /ON/
 $81.46B -19.5% — — 0.9%

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 Accumulating
Holders
137
% held
23.2%
Reported
1 of 137
Top holder
BANK OF AMERICA CORP /DE/
Held Float
View
Held by Funds
Fund positions
3
View
Short & Settlement
Short Interest Falling
Shares short
491.7K
Days to cover
3.3d
Change
-172.1K sh
View
Short Volume
Short vol %
55%
As of
Oct 5, 2026
Short Total
View
Fails to Deliver
FTD shares
6.1K
Value
$75.1K
As of
Sep 14, 2026
View
Off-Exchange
Off-exchange %
59.2%
Week of
Aug 31, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$8.6M
Buyers / Sellers
1 / 0
Buyers Sellers
View
Filings
SEC Filings
Latest
DEF 14A
Filed
May 11, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
CHI -2.8% -7.6% -1.2% +1.2% +10.4%
SPY -0.2% -0.5% +12.2% +0.9% +12.9%
vs SPY -2.6% -7.1% -13.4% +0.3% -2.5%

Capital returns

Latest dividend
$0.095 / share · ex Sep 14, 2026
Declared · upcoming
$0.095 / share · ex Oct 14, 2026
Raised 18.8%
Paid (TTM)
$1.14 / share · 12 payouts
Dividend yield (TTM, derived)
9.85%

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) 3 filings 3 filers Investor relations