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CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND hedge fund holdings

CHINASDAQ
$11.57+0.20 (+1.76%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CHI · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+6.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20254622$22.7M$4.27M130Aug 14, 2025
Q3 20253736$13.8M$12.5M128Nov 14, 2025
Q4 20253724$10.1M$7.34M136Feb 14, 2026
Q1 20262830$9.9M$6.7M126May 15, 2026
Q2 20263425$18.3M$7.19M128Aug 14, 2026

Quarterly action breakdown

Q2 2026
128 filers
New position
12
$1.24M+92K sh
Increased
22
$17.1M+1.27M sh
Reduced
13
-$4.72M-351K sh
Out / sold
12
-$2.47M-183K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Grange Capital, LLCReduce 50.41%-$1.99M$1.96M1.81%Jul 28, 2026
KFA Private Wealth Group, LLCReduce 61.97%-$814K$500K0.12%Jul 28, 2026
Samalin Investment Counsel, LLCAdded 41.06%+$808K$2.77M0.87%Jul 27, 2026
Institute for Wealth Management, LLC.Reduce 97.14%-$774K$22.8K0.00%Jul 28, 2026
Guggenheim Capital LLCAdded 5.55%+$455K$8.65M0.05%Aug 12, 2026
First Nebraska Trust CoSell 100%-$363K$00.00%Aug 12, 2026
Baird Financial Group, Inc.Added 3.83%+$304K$8.25M0.01%Aug 12, 2026
Stratos Wealth Partners, LTD.Sell 100%-$294K$00.00%Aug 11, 2026
Capital CS Group, LLCSell 100%-$271K$00.00%Aug 12, 2026
Cohen & Steers, Inc.Added 36.36%+$269K$1.01M0.00%Aug 14, 2026
Lexington Hill Partners, LLCSell 100%-$242K$00.00%Jul 8, 2026
Carrera Capital AdvisorsNew Buy+$175K$175K0.03%Aug 3, 2026
Oppenheimer & Co IncAdded 4.87%+$148K$3.19M0.03%Aug 3, 2026
Mgo One Seven LLCNew Buy+$145K$145K0.00%Jul 31, 2026
Continuum Advisory, LLCNew Buy+$144K$144K0.01%Aug 6, 2026
Calton & Associates, Inc.Sell 100%-$131K$00.00%Aug 10, 2026
Mutual Advisors, LLCAdded 17.63%+$122K$815K0.02%Aug 14, 2026
Semus Wealth Partners LLCSell 100%-$121K$00.00%Aug 10, 2026
Creekside PartnersAdded 3.78%+$116K$3.2M1.16%Jul 31, 2026
D.A. Davidson & Co.Added 0.74%+$110K$14.9M0.08%Jul 24, 2026
Total Wealth Planning & Management, Inc.Added 7.90%+$75.9K$1.04M0.70%Jul 28, 2026
Marathon Strategic Advisors, LLCAdded 1.91%+$73.8K$3.95M2.23%Jul 16, 2026
Halbert Hargrove Global Advisors, LLCReduce 17.46%-$47K$222K0.01%Jul 21, 2026
Game Plan Financial Advisors, LLCAdded 13.00%+$43.7K$380K0.14%Aug 7, 2026
IFG Advisory, LLCNew Buy+$27.7K$27.7K0.00%Aug 14, 2026
Independent Financial Group, LLCAdded 4.62%+$26.9K$609K0.01%Jul 15, 2026
Brookstone Capital ManagementReduce 10.94%-$23.3K$190K0.00%Jul 15, 2026
Pinnacle Associates LtdReduce 9.09%-$20.1K$201K0.00%Aug 3, 2026
Assetmark, IncAdded 593.78%+$19.2K$22.5K0.00%Jul 30, 2026
Geneos Wealth Management Inc.Reduce 3.60%-$18.8K$504K0.01%Aug 6, 2026
PMG Family Office LLCAdded 1.26%+$16.8K$1.35M1.24%Jul 16, 2026
one8zero8, LLCReduce 5.99%-$10.8K$169K0.03%Aug 10, 2026
Gen-Wealth Partners IncReduce 30.68%-$9.07K$20.5K0.01%Aug 10, 2026
SAM Advisors, LLCReduce 1.15%-$8.4K$721K0.20%Aug 13, 2026
Sigma Planning CorpAdded 1.99%+$8.21K$420K0.01%Aug 7, 2026
Founders Financial Alliance, LLCReduce 1.84%-$7.06K$376K0.05%Aug 4, 2026
CENTRAL TRUST CoReduce 1.27%-$5.71K$443K0.01%Jul 31, 2026
NorthRock Partners, LLCReduce 1.18%-$5.6K$468K0.01%Aug 11, 2026
Cape Investment Advisory, Inc.New Buy+$5.4K$5.4K0.00%Jul 23, 2026
&PartnersAdded 1.08%+$5.38K$503K0.00%Aug 14, 2026
ProCore Advisors, LLCReduce 1.68%-$2.74K$160K0.20%Jul 28, 2026
Buck Wealth Strategies, LLCNew Buy+$2.69K$2.69K0.00%Jul 30, 2026
Benjamin Edwards IncReduce 0.59%-$2.69K$455K0.00%Jul 24, 2026
Highline Wealth Partners LLCSell 100%-$2.69K$00.00%Jul 15, 2026
MML Investors Services, LLCAdded 0.92%+$2.65K$291K0.00%Aug 7, 2026
Legacy Wealth Management, LLC / MSAdded 0.31%+$2.3K$741K0.19%Jul 8, 2026
Concurrent Investment Advisors, LLCAdded 0.67%+$2.02K$302K0.00%Jul 27, 2026
Kovack Advisors, Inc.Added 0.92%+$1.6K$176K0.01%Jul 29, 2026
JFS Wealth Advisors, LLCNew Buy+$1.18K$1.18K0.00%Jul 10, 2026
Key Financial IncSell 100%-$956$00.00%Jul 24, 2026
Wealth Effects LLCAdded 0.36%+$900$248K0.07%Aug 6, 2026
Clear Trail Advisors, LLCReduce 0.28%-$618$218K0.03%Jul 21, 2026
PFG Investments, LLCAdded 0.13%+$511$401K0.02%Jul 23, 2026
CX InstitutionalAdded 2.26%+$465$21K0.00%Jul 2, 2026
Twin Lakes Capital Management, LLCAdded 2.10%+$94$4.59K0.00%Aug 18, 2026

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