Who owns Calamos Convertible Opportunities and Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CHI from SEC Form 13F filings across 136 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 136 institutions disclosed 18.7M shares of Calamos Convertible Opportunities and Income Fund worth $252.8M — about 23.2% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
136
13F holders
$252.8M
value, 2026 filers
23.2%
of shares outstanding (18.7M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CHI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.9M | $38.8M | 0.0% | 3.6% | +9.7% |
| 2 | UBS Group AG | 2.6M | $34.6M | 0.0% | 3.2% | +8.2% |
| 3 | MORGAN STANLEY | 1.6M | $20.8M | 0.0% | 1.9% | +9.7% |
| 4 | WELLS FARGO & COMPANY/MN | 1.4M | $18.3M | 0.0% | 1.7% | +0.3% |
| 5 | D.A. DAVIDSON & CO. | 1.1M | $14.9M | 0.1% | 1.4% | +0.7% |
| 6 | LPL Financial LLC | 700,766 | $9.4M | 0.0% | 0.9% | +4.0% |
| 7 | GUGGENHEIM CAPITAL LLC | 643,309 | $8.6M | 0.1% | 0.8% | +5.6% |
| 8 | AMERIPRISE FINANCIAL INC | 640,127 | $8.6M | 0.0% | 0.8% | -0.5% |
| 9 | Baird Financial Group, Inc. | 613,861 | $8.3M | 0.0% | 0.8% | +3.8% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 563,686 | $7.6M | 0.0% | 0.7% | -0.2% |
| 11 | Advisors Asset Management, Inc. | 533,895 | $7.2M | 0.1% | 0.7% | +61.3% |
| 12 | Marathon Strategic Advisors, LLC | 293,821 | $3.9M | 2.2% | 0.4% | +1.9% |
| 13 | RAYMOND JAMES FINANCIAL INC | 288,924 | $3.9M | 0.0% | 0.4% | -4.2% |
| 14 | HARBOUR INVESTMENTS, INC. | 273,702 | $3.7M | 0.0% | 0.3% | -0.6% |
| 15 | OSAIC HOLDINGS, INC. | 259,047 | $3.5M | 0.0% | 0.3% | +15.4% |
| 16 | Creekside Partners | 237,856 | $3.2M | 1.2% | 0.3% | +3.8% |
| 17 | OPPENHEIMER & CO INC | 237,341 | $3.2M | 0.0% | 0.3% | +4.9% |
| 18 | ROYAL BANK OF CANADA | 222,047 | $3.0M | 0.0% | 0.3% | +1.0% |
| 19 | Samalin Investment Counsel, LLC | 206,445 | $2.8M | 0.9% | 0.3% | +41.1% |
| 20 | Cetera Investment Advisers | 183,537 | $2.5M | 0.0% | 0.2% | -1.6% |
| 21 | NewEdge Advisors, LLC | 168,723 | $2.3M | 0.0% | 0.2% | +42.5% |
| 22 | Rockefeller Capital Management L.P. | 154,322 | $2.1M | 0.0% | 0.2% | -0.8% |
| 23 | Cambridge Investment Research Advisors, Inc. | 148,918 | $2.0M | 0.0% | 0.2% | -20.5% |
| 24 | Grange Capital, LLC | 146,012 | $2.0M | 1.8% | 0.2% | -50.4% |
| 25 | Focus Partners Wealth | 141,775 | $1.9M | 0.0% | 0.2% | -1.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.