Calamos Convertible Opportunities and Income Fund

CHI · NASDAQ

$11.12−$0.02 (−0.18%)TodayMarket closed ·
Prev close $11.14

Who owns CHI

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 55.1% of CHI’s shares.

  • Charles Schwab Investment Management, Inc.17.3%
  • National Financial Services, LLC14.4%
  • Merrill Lynch Pierce, Fenner & Smith, Inc.10.0%
  • BofA Global Research (US)3.6%
  • Next 6 largest institutions9.8%
  • All other shareholders44.9%
Top institutional holders of CHI
HolderShares% of shares
Charles Schwab Investment Management, Inc.14.03M17.34%
National Financial Services, LLC11.63M14.38%
Merrill Lynch Pierce, Fenner & Smith, Inc.8.09M10.00%
BofA Global Research (US)2.88M3.57%
UBS Financial Services, Inc.2.57M3.18%
Morgan Stanley Smith Barney LLC1.55M1.92%
Wells Fargo Advisors1.36M1.69%
D.A. Davidson & Co.(Research)1.11M1.37%
LPL Financial LLC700.77K0.87%
Guggenheim Investments643.31K0.80%

Largest mutual fund holders

Top mutual fund holders of CHI
HolderShares% of shares
Modern Capital Tactical Opportunities Fund191.81K0.24%
Cohen & Steers Closed End Opportunity Fund75.00K0.09%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders bought $8.63M (5 trades) of CHI on the open market, with no sales.

Latest CHI insider transactions
InsiderTypeSharesValue
MetLife Investment Management, LLCBuy48.00K$1.20M
MetLife Investment Management, LLCBuy16.00K$400.00K
MetLife Investment Management, LLCBuy60.00K$1.50M
MetLife Investment Management, LLCBuy112.00K$2.80M
MetLife Investment Management, LLCBuy109.00K$2.73M
MetLife Investment Management, LLCOther244.00K$6.10M
MetLife Investment Management, LLCOther36.00K$900.00K
MetLife Investment Management, LLCOther124.00K$3.10M
MetLife Investment Management, LLCOther36.00K$900.00K
THRIVENT FINANCIAL FOR LUTHERANSOther400.00K$10.00M

Short interest

Settled Sep 30, 2026

Shares short
369.71K
Days to cover
2.02
% of shares outstanding
0.46%
Average daily volume
183.00K
Change since last report
−24.8%

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.