CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) — Institutional Holders, Q2 2026
139 institutional investment managers reported a CHI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $253.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CHI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BANK OF AMERICAAdded · +254,277 sh+$3.4M
- Advisors Asset ManagementAdded · +202,941 sh+$2.7M
- UBS Group AGAdded · +196,134 sh+$2.6M
- MORGAN STANLEYAdded · +137,555 sh+$1.8M
- Samalin Investment CounselAdded · +60,096 sh+$807.7K
Biggest sellers
- Grange CapitalTrimmed · -148,404 sh-$2.0M
- KFA Private Wealth GroupTrimmed · -60,563 sh-$814.0K
- Institute for Wealth ManagementTrimmed · -57,582 sh-$773.9K
- Cambridge Investment Research AdvisorsTrimmed · -38,365 sh-$515.6K
- First NebraskaSold out · -33,760 sh-$453.7K
CHI 13F holders ranked 1–100 of 139
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA#1 · 2,883,914 sh | 2,883,914 | $38.8M | <0.01% | +9.7% |
| 2 | UBS Group AG#2 · 2,574,530 sh | 2,574,530 | $34.6M | <0.01% | +8.2% |
| 3 | MORGAN STANLEY#3 · 1,551,031 sh | 1,551,031 | $20.8M | <0.01% | +9.7% |
| 4 | WELLS FARGO & COMPANY#4 · 1,362,840 sh | 1,362,840 | $18.3M | <0.01% | +0.3% |
| 5 | D.A. DAVIDSON#5 · 1,105,418 sh | 1,105,418 | $14.9M | — | +0.7% |
| 6 | LPL Financial#6 · 700,766 sh | 700,766 | $9.4M | <0.01% | +4.0% |
| 7 | GUGGENHEIM CAPITAL#7 · 643,309 sh | 643,309 | $8.6M | 0.05% | +5.6% |
| 8 | AMERIPRISE FINANCIAL#8 · 640,127 sh | 640,127 | $8.6M | <0.01% | -0.5% |
| 9 | Baird Financial Group#9 · 613,861 sh | 613,861 | $8.3M | 0.01% | +3.8% |
| 10 | COMMONWEALTH EQUITY SERVICES#10 · 563,686 sh | 563,686 | $7.6M | <0.01% | -0.2% |
| 11 | Advisors Asset Management#11 · 533,895 sh | 533,895 | $7.2M | 0.11% | +61.3% |
| 12 | Marathon Strategic Advisors#12 · 293,821 sh | 293,821 | $3.9M | — | +1.9% |
| 13 | RAYMOND JAMES FINANCIAL#13 · 288,924 sh | 288,924 | $3.9M | <0.01% | -4.2% |
| 14 | HARBOUR INVESTMENTS#14 · 273,702 sh | 273,702 | $3.7M | 0.05% | -0.6% |
| 15 | OSAIC#15 · 259,047 sh | 259,047 | $3.5M | <0.01% | +15.4% |
| 16 | Creekside Partners#16 · 237,856 sh | 237,856 | $3.2M | 1.16% | +3.8% |
| 17 | OPPENHEIMER#17 · 237,341 sh | 237,341 | $3.2M | — | +4.9% |
| 18 | ROYAL BANK OF CANADA#18 · 222,047 sh | 222,047 | $3.0M | <0.01% | +1.0% |
| 19 | Samalin Investment Counsel#19 · 206,445 sh | 206,445 | $2.8M | — | +41.1% |
| 20 | Cetera Investment Advisers#20 · 183,537 sh | 183,537 | $2.5M | <0.01% | -1.6% |
| 21 | NewEdge Advisors#21 · 168,723 sh | 168,723 | $2.3M | <0.01% | +42.5% |
| 22 | Rockefeller Capital Management L.P.#22 · 154,322 sh | 154,322 | $2.1M | <0.01% | -0.8% |
| 23 | Cambridge Investment Research Advisors#23 · 148,918 sh | 148,918 | $2.0M | <0.01% | -20.5% |
| 24 | Grange Capital#24 · 146,012 sh | 146,012 | $2.0M | — | -50.4% |
| 25 | Focus Partners Wealth#25 · 141,775 sh | 141,775 | $1.9M | <0.01% | -1.0% |
| 26 | Everstar Asset Management#26 · 111,723 sh | 111,723 | $1.5M | 0.72% | 0.0% |
| 27 | PMG Family Office#27 · 100,303 sh | 100,303 | $1.3M | — | +1.3% |
| 28 | STIFEL FINANCIAL#28 · 99,903 sh | 99,903 | $1.3M | <0.01% | +26.1% |
| 29 | Advisory Solutions Group#29 · 82,718 sh | 82,718 | $1.1M | — | — |
| 30 | Janney Montgomery Scott#30 · 79,989 sh | 79,989 | $1.1M | <0.01% | +5.7% |
| 31 | Total Wealth Planning & Management#31 · 77,082 sh | 77,082 | $1.0M | — | +7.9% |
| 32 | FIFTH THIRD BANCORP#32 · 76,357 sh | 76,357 | $1.0M | <0.01% | -10.0% |
| 33 | COHEN & STEERS#33 · 75,000 sh | 75,000 | $1.0M | <0.01% | +36.4% |
| 34 | IHT Wealth Management#34 · 71,052 sh | 71,052 | $954.9K | 0.02% | 0.0% |
| 35 | Boreal Capital Management#35 · 0 sh | 0 | $856.4K | 0.64% | -100.0% |
| 36 | SEI INVESTMENTS#36 · 62,801 sh | 62,801 | $844.0K | <0.01% | -4.4% |
| 37 | Mutual Advisors#37 · 60,670 sh | 60,670 | $815.4K | 0.02% | +17.6% |
| 38 | Legacy Wealth Management, / MS#38 · 55,109 sh | 55,109 | $740.7K | 0.19% | +0.3% |
| 39 | SAM Advisors#39 · 53,676 sh | 53,676 | $721.4K | 0.20% | -1.2% |
| 40 | CAPTRUST FINANCIAL ADVISORS#40 · 50,598 sh | 50,598 | $680.0K | <0.01% | -8.5% |
| 41 | NORTHERN#41 · 46,782 sh | 46,782 | $628.8K | <0.01% | -12.8% |
| 42 | INDEPENDENT FINANCIAL GROUP#42 · 45,333 sh | 45,333 | $609.3K | — | +42.4% |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES#43 · 38,867 sh | 38,867 | $522.0K | — | +8.2% |
| 44 | Geneos Wealth Management#44 · 37,474 sh | 37,474 | $503.7K | 0.01% | -3.6% |
| 45 | WILEY BROS.-AINTREE CAPITAL#45 · 37,395 sh | 37,395 | $502.6K | <0.01% | +1.1% |
| 46 | KFA Private Wealth Group#46 · 37,169 sh | 37,169 | $499.6K | — | -62.0% |
| 47 | Apollon Wealth Management#47 · 36,927 sh | 36,927 | $496.3K | — | -2.5% |
| 48 | CreativeOne Wealth#48 · 36,688 sh | 36,688 | $493.1K | 0.01% | +7.0% |
| 49 | Kestra Advisory Services#49 · 36,684 sh | 36,684 | $493.0K | <0.01% | +9.7% |
| 50 | Jaffetilchin Investment Partners#50 · 35,186 sh | 35,186 | $472.9K | 0.03% | New |
| 51 | E&G Advisors#51 · 34,902 sh | 34,902 | $469.1K | — | 0.0% |
| 52 | NorthRock Partners#52 · 34,855 sh | 34,855 | $468.5K | <0.01% | -1.2% |
| 53 | BENJAMIN EDWARDS#53 · 33,863 sh | 33,863 | $455.1K | <0.01% | -0.6% |
| 54 | CENTRAL#54 · 32,975 sh | 32,975 | $443.2K | <0.01% | -1.3% |
| 55 | SRS Capital Advisors#55 · 32,098 sh | 32,098 | $431.4K | <0.01% | +0.9% |
| 56 | Sigma Planning#56 · 31,247 sh | 31,247 | $420.0K | — | +2.0% |
| 57 | Private Advisor Group#57 · 30,479 sh | 30,479 | $409.6K | <0.01% | +0.9% |
| 58 | PFG Investments#58 · 29,804 sh | 29,804 | $400.6K | 0.02% | +0.1% |
| 59 | DF DENT#59 · 29,418 sh | 29,418 | $395.4K | <0.01% | 0.0% |
| 60 | Sanctuary Advisors#60 · 29,306 sh | 29,306 | $393.9K | <0.01% | -0.2% |
| 61 | Patten Group#61 · 29,246 sh | 29,246 | $393.1K | — | 0.0% |
| 62 | Game Plan Financial Advisors#62 · 28,250 sh | 28,250 | $379.7K | 0.14% | +13.0% |
| 63 | Mariner#63 · 28,092 sh | 28,092 | $377.6K | <0.01% | +20.0% |
| 64 | FLAGSHIP HARBOR ADVISORS#64 · 28,015 sh | 28,015 | $376.5K | — | +1.9% |
| 65 | Founders Financial Alliance#65 · 27,970 sh | 27,970 | $375.9K | 0.05% | -1.8% |
| 66 | STEPHENS#66 · 27,569 sh | 27,569 | $370.5K | <0.01% | 0.0% |
| 67 | PNC FINANCIAL SERVICES GROUP#67 · 26,590 sh | 26,590 | $357.4K | <0.01% | 0.0% |
| 68 | XTX Topco Ltd#68 · 25,761 sh | 25,761 | $346.2K | <0.01% | New |
| 69 | DUMONT & BLAKE INVESTMENT ADVISORS#69 · 24,961 sh | 24,961 | $335.5K | 0.08% | 0.0% |
| 70 | HOLLENCREST SECURITIES#70 · 24,293 sh | 24,293 | $326.5K | 0.02% | 0.0% |
| 71 | HighTower Advisors#71 · 23,811 sh | 23,811 | $320.0K | <0.01% | +4.4% |
| 72 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#72 · 23,617 sh | 23,617 | $312.2K | 0.02% | 0.0% |
| 73 | Concurrent Investment Advisors#73 · 22,456 sh | 22,456 | $301.8K | — | +0.7% |
| 74 | MML INVESTORS SERVICES#74 · 21,654 sh | 21,654 | $291.0K | <0.01% | +0.9% |
| 75 | ENVESTNET ASSET MANAGEMENT#75 · 19,976 sh | 19,976 | $268.5K | <0.01% | +29.8% |
| 76 | EP Wealth Advisors#76 · 18,682 sh | 18,682 | $251.1K | <0.01% | -34.4% |
| 77 | WEALTH EFFECTS#77 · 18,472 sh | 18,472 | $248.3K | — | +0.4% |
| 78 | Hilltop Partners#78 · 18,305 sh | 18,305 | $246.0K | 0.06% | 0.0% |
| 79 | Sunpointe#79 · 17,745 sh | 17,745 | $238.5K | — | 0.0% |
| 80 | WEDBUSH SECURITIES#80 · 17,050 sh | 17,050 | $229.0K | — | 0.0% |
| 81 | NOVEM GROUP#81 · 16,592 sh | 16,592 | $223.0K | — | 0.0% |
| 82 | Halbert, Hargrove/Russell#82 · 16,550 sh | 16,550 | $222.4K | — | -17.5% |
| 83 | Clear Trail Advisors#83 · 16,199 sh | 16,199 | $217.7K | — | -0.3% |
| 84 | CoreCap Advisors#84 · 15,750 sh | 15,750 | $211.7K | — | +61.5% |
| 85 | Cerity Partners#85 · 15,728 sh | 15,728 | $211.4K | <0.01% | New |
| 86 | PINNACLE ASSOCIATES LTD#86 · 14,940 sh | 14,940 | $200.8K | — | -9.1% |
| 87 | Brookstone Capital Management#87 · 14,138 sh | 14,138 | $190.0K | — | -10.9% |
| 88 | MONEY CONCEPTS CAPITAL#88 · 13,799 sh | 13,799 | $185.5K | <0.01% | 0.0% |
| 89 | Farther Finance Advisors#89 · 13,640 sh | 13,640 | $183.3K | — | +155.4% |
| 90 | Beacon Pointe Advisors#90 · 13,610 sh | 13,610 | $182.9K | <0.01% | -50.1% |
| 91 | San Luis Wealth Advisors#91 · 13,555 sh | 13,555 | $182.2K | — | 0.0% |
| 92 | Kovack Advisors#92 · 13,272 sh | 13,272 | $175.6K | <0.01% | +0.9% |
| 93 | Clearwave Capital#93 · 13,060 sh | 13,060 | $175.5K | — | 0.0% |
| 94 | Carrera Capital Advisors#94 · 13,000 sh | 13,000 | $174.7K | 0.03% | New |
| 95 | NWAM#95 · 12,911 sh | 12,911 | $173.5K | <0.01% | 0.0% |
| 96 | one8zero8#96 · 12,550 sh | 12,550 | $168.7K | 0.03% | -6.0% |
| 97 | Palogic Value Management, L.P.#97 · 12,000 sh | 12,000 | $161.3K | 0.05% | 0.0% |
| 98 | ProCore Advisors#98 · 11,932 sh | 11,932 | $160.4K | — | -1.7% |
| 99 | Modern Wealth Management#99 · 11,915 sh | 11,915 | $160.1K | <0.01% | 0.0% |
| 100 | MELFA WEALTH MANAGEMENT#100 · 11,819 sh | 11,819 | $158.8K | 0.09% | 0.0% |
Funds that sold out of CHI in Q2 2026 (13)
Held CHI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Boreal Capital Management1 sh | 1 | $684.4K |
| First Nebraska33,760 sh | 33,760 | $362.6K |
| Stratos Wealth Partners, LTD.27,338 sh | 27,338 | $293.6K |
| Capital CS Group25,224 sh | 25,224 | $270.9K |
| Lexington Hill Partners22,497 sh | 22,497 | $241.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP19,899 sh | 19,899 | $213.7K |
| JANE STREET GROUP19,319 sh | 19,319 | $207.5K |
| CALTON & ASSOCIATES12,211 sh | 12,211 | $131.1K |
| Semus Wealth Partners11,221 sh | 11,221 | $120.5K |
| Creative Planning11,003 sh | 11,003 | $118.2K |
| Advisory Services Network664 sh | 664 | $7.1K |
| HIGHLINE WEALTH PARTNERS250 sh | 250 | $2.7K |
| Key FInancial89 sh | 89 | $956.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.