Institutional shares held 15.8 Million
0 calls
0 puts
Total value of holdings $160M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 140


Latest Institutional Activity in CHI

Top Purchases

Q1 2025
D.A. Davidson & Co. Shares Held: 940K ($9.49M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 57.3K ($578K)
Q1 2025
Brookstone Capital Management Shares Held: 14.4K ($145K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 124K ($1.25M)
Q1 2025
Marathon Strategic Advisors, LLC Shares Held: 205K ($2.07M)

Top Sells

Q1 2025
Legacy Wealth Management, LLC / Ms Shares Held: 13.3K ($134K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 35.2K ($355K)
Q1 2025
Sonora Investment Management Group, LLC Shares Held: 16.4K ($165K)
Q1 2025
L.M. Kohn & Company Shares Held: 51.5K ($520K)
Q1 2025
Central Trust CO Shares Held: 42.5K ($429K)

About CHI

Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated Ba or lower by Moody's or BB or lower by Standard & Poor's. The fund employs both fundamental and quantitative analysis with a focus on such factors as financial soundness, ability to make interest and dividend payments, earnings and cash-flow forecast, and quality of management to create its portfolio. Calamos Convertible Opportunities and Income Fund was formed on April 17, 2002 and is domiciled in the United States.


Insider Transactions at CHI

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
840K Shares
From 1 Insiders
Open market or private purchase 840K shares
Sell / Disposition
0 Shares
From 0 Insiders

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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