CALAMOS CONV OPPORTUNITIES & CHI
SH BEN INT · Closed-End Fund · CUSIP 128117108
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.48.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 105 |
| Q4 2022 | 108 |
| Q1 2023 | 115 |
| Q2 2023 | 109 |
| Q3 2023 | 109 |
| Q4 2023 | 114 |
| Q1 2024 | 108 |
| Q2 2024 | 111 |
| Q3 2024 | 116 |
| Q4 2024 | 128 |
| Q1 2025 | 123 |
| Q2 2025 | 139 |
| Q3 2025 | 132 |
| Q4 2025 | 146 |
| Q1 2026 | 136 |
| Q2 2026 | 138 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 54 | 38 |
| Q4 2024 | 57 | 39 |
| Q1 2025 | 52 | 54 |
| Q2 2025 | 73 | 32 |
| Q3 2025 | 62 | 45 |
| Q4 2025 | 67 | 40 |
| Q1 2026 | 62 | 44 |
| Q2 2026 | 62 | 45 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +254.3k |
| Advisors Asset Management, Inc. | Added | +202.9k |
| UBS Group AG | Added | +196.1k |
| MORGAN STANLEY | Added | +137.6k |
| Cambridge Investment Research Advisors, Inc. | Added | +110.6k |
| Samalin Investment Counsel, LLC | Added | +60.1k |
| NewEdge Advisors, LLC | Added | +50.3k |
| OSAIC HOLDINGS, INC. | Added | +34.5k |
| GUGGENHEIM CAPITAL LLC | Added | +33.8k |
| LPL Financial LLC | Added | +27.1k |
Biggest sellers
| Grange Capital, LLC | Reduced | -148.4k |
| KFA Private Wealth Group, LLC | Reduced | -60.6k |
| Institute for Wealth Management, LLC. | Reduced | -57.6k |
| First Nebraska Trust Co | Sold out | -33.8k |
| Stratos Wealth Partners, LTD. | Sold out | -27.3k |
| Capital CS Group, LLC | Sold out | -25.2k |
| Lexington Hill Partners, LLC | Sold out | -22.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -19.9k |
| JANE STREET GROUP, LLC | Sold out | -19.3k |
| Beacon Pointe Advisors, LLC | Reduced | -13.7k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| MetLife Investment Management, LLC 13G · institution new · filed 2026-09-08 | 50.0% |
| BlackRock Portfolio Management LLC 13G · institution new · filed 2026-09-08 | 50.0% |
Fell to 5% or below in the last year: THRIVENT FINANCIAL FOR LUTHERANS (0.0%, 2026-08-25)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $10.4k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-26 | MetLife Investment Management, LLC 10% owner · See Footnotes · Series H Mandatory Redeemable Preferred Shares | Bought | $8.6m345.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.9m $38.8m | Added +254.3k |
| UBS Group AG 0.01% of their portfolio | 2.6m $34.6m | Added +196.1k |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $20.8m | Added +137.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.4m $18.3m | Added +4.2k |
| D.A. DAVIDSON & CO. 0.08% of their portfolio | 1.1m $14.9m | Added +8.2k |
| LPL Financial LLC 0.00% of their portfolio | 700.8k $9.4m | Added +27.1k |
| GUGGENHEIM CAPITAL LLC 0.06% of their portfolio | 643.3k $8.6m | Added +33.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 640.1k $8.6m | Reduced -3.2k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 613.9k $8.3m | Added +22.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 563.7k $7.6m | Reduced -1.4k |
| Advisors Asset Management, Inc. 0.11% of their portfolio | 533.9k $7.2m | Added +202.9k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 297.8k $4.0m | Added +110.6k |
| Marathon Strategic Advisors, LLC 2.23% of their portfolio | 293.8k $3.9m | Added +5.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 288.9k $3.9m | Reduced -12.8k |
| HARBOUR INVESTMENTS, INC. 0.05% of their portfolio | 273.7k $3.7m | Reduced -1.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 259.0k $3.5m | Added +34.5k |
| Creekside Partners 1.16% of their portfolio | 237.9k $3.2m | Added +8.7k |
| OPPENHEIMER & CO INC 0.03% of their portfolio | 237.3k $3.2m | Added +11.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 222.0k $3.0m | Added +2.2k |
| Samalin Investment Counsel, LLC 0.89% of their portfolio | 206.4k $2.8m | Added +60.1k |
| Cetera Investment Advisers 0.00% of their portfolio | 183.5k $2.5m | Reduced -3.0k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 168.7k $2.3m | Added +50.3k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 154.3k $2.1m | Reduced -1.3k |
| Grange Capital, LLC 1.81% of their portfolio | 146.0k $2.0m | Reduced -148.4k |
| Focus Partners Wealth 0.00% of their portfolio | 141.8k $1.9m | Reduced -1.4k |
| Everstar Asset Management, LLC 0.72% of their portfolio | 111.7k $1.5m | Unchanged |
| PMG Family Office LLC 1.24% of their portfolio | 100.3k $1.3m | Added +1.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 99.9k $1.3m | Added +20.7k |
| Advisory Solutions Group, LLC 0.38% of their portfolio | 82.7k $1.1m | First filing |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 80.0k $1.1m | Added +4.3k |
| Total Wealth Planning & Management, Inc. 0.75% of their portfolio | 77.1k $1.0m | Added +5.6k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 76.4k $1.0m | Reduced -8.5k |
| COHEN & STEERS, INC. 0.00% of their portfolio | 75.0k $1.0m | Added +20.0k |
| IHT Wealth Management, LLC 0.02% of their portfolio | 71.1k $954.9k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 62.8k $844.0k | Reduced -2.9k |
| Mutual Advisors, LLC 0.02% of their portfolio | 60.7k $815.4k | Added +9.1k |
| Legacy Wealth Management, LLC / MS 0.19% of their portfolio | 55.1k $740.7k | Added +171 |
| SAM Advisors, LLC 0.20% of their portfolio | 53.7k $721.4k | Reduced -625 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 50.6k $680.0k | Reduced -4.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 46.8k $628.8k | Reduced -6.8k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio | 45.3k $609.3k | Added +2.0k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 38.9k $522.0k | Added +3.0k |
| Geneos Wealth Management Inc. 0.01% of their portfolio | 37.5k $503.7k | Reduced -1.4k |
| &PARTNERS 0.00% of their portfolio | 37.4k $502.6k | Added +400 |
| KFA Private Wealth Group, LLC 0.12% of their portfolio | 37.2k $499.6k | Reduced -60.6k |
| Apollon Wealth Management, LLC 0.01% of their portfolio | 36.9k $496.3k | Reduced -937 |
| CreativeOne Wealth, LLC 0.01% of their portfolio | 36.7k $493.1k | Added +2.4k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 36.7k $493.0k | Added +3.2k |
| E&G Advisors, LLC 0.09% of their portfolio | 34.9k $469.1k | Unchanged |
| NorthRock Partners, LLC 0.01% of their portfolio | 34.9k $468.5k | Reduced -417 |
| BENJAMIN EDWARDS INC 0.00% of their portfolio | 33.9k $455.1k | Reduced -200 |
| CENTRAL TRUST Co 0.01% of their portfolio | 33.0k $443.2k | Reduced -425 |
| Arax Advisory Partners 0.00% of their portfolio | 32.1k $431.4k | Added +287 |
| Sigma Planning Corp 0.01% of their portfolio | 31.2k $420.0k | Added +611 |
| Private Advisor Group, LLC 0.00% of their portfolio | 30.5k $409.6k | Added +258 |
| PFG Investments, LLC 0.02% of their portfolio | 29.8k $400.6k | Added +38 |
| DF DENT & CO INC 0.01% of their portfolio | 29.4k $395.4k | Unchanged |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 29.3k $393.9k | Reduced -64 |
| Patten Group, Inc. 0.06% of their portfolio | 29.2k $393.1k | Unchanged |
| Game Plan Financial Advisors, LLC 0.14% of their portfolio | 28.2k $379.7k | Added +3.2k |
| Mariner, LLC 0.00% of their portfolio | 28.1k $377.6k | Added +4.7k |
| FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio | 28.0k $376.5k | Added +529 |
| Founders Financial Alliance, LLC 0.05% of their portfolio | 28.0k $375.9k | Reduced -525 |
| STEPHENS INC /AR/ 0.00% of their portfolio | 27.6k $370.5k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 26.6k $357.4k | Unchanged |
| XTX Topco Ltd 0.00% of their portfolio | 25.8k $346.2k | New |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.08% of their portfolio | 25.0k $335.5k | Unchanged |
| HOLLENCREST CAPITAL MANAGEMENT 0.02% of their portfolio | 24.3k $326.5k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 23.8k $320.0k | Added +1.0k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 23.6k $312.2k | Unchanged |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 22.5k $301.8k | Added +150 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 21.7k $291.0k | Added +197 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 20.0k $268.5k | Added +4.6k |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 18.7k $251.1k | Reduced -9.8k |
| WEALTH EFFECTS LLC 0.07% of their portfolio | 18.5k $248.3k | Added +67 |
| Hilltop Partners LLC 0.06% of their portfolio | 18.3k $246.0k | Unchanged |
| Sunpointe, LLC 0.07% of their portfolio | 17.7k $238.5k | Unchanged |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 17.1k $229.0k | Unchanged |
| NOVEM GROUP 0.02% of their portfolio | 16.6k $223.0k | Unchanged |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.01% of their portfolio | 16.6k $222.4k | Reduced -3.5k |
| Clear Trail Advisors, LLC 0.03% of their portfolio | 16.2k $217.7k | Reduced -46 |
| CoreCap Advisors, LLC 0.01% of their portfolio | 15.8k $211.7k | Added +6.0k |
| Cerity Partners LLC 0.00% of their portfolio | 15.7k $211.4k | New |
| PINNACLE ASSOCIATES LTD 0.00% of their portfolio | 14.9k $200.8k | Reduced -1.5k |
| Brookstone Capital Management 0.00% of their portfolio | 14.1k $190.0k | Reduced -1.7k |
| MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio | 13.8k $185.5k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 13.6k $183.3k | Added +8.3k |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 13.6k $182.9k | Reduced -13.7k |
| San Luis Wealth Advisors LLC 0.03% of their portfolio | 13.6k $182.2k | Unchanged |
| Kovack Advisors, Inc. 0.01% of their portfolio | 13.3k $175.6k | Added +121 |
| Clearwave Capital, LLC 0.10% of their portfolio | 13.1k $175.5k | Unchanged |
| Carrera Capital Advisors 0.03% of their portfolio | 13.0k $174.7k | New |
| NWAM LLC 0.01% of their portfolio | 12.9k $173.5k | Unchanged |
| one8zero8, LLC 0.03% of their portfolio | 12.6k $168.7k | Reduced -800 |
| Palogic Value Management, L.P. 0.06% of their portfolio | 12.0k $161.3k | Unchanged |
| ProCore Advisors, LLC 0.20% of their portfolio | 11.9k $160.4k | Reduced -204 |
| Modern Wealth Management, LLC 0.00% of their portfolio | 11.9k $160.1k | Unchanged |
| MELFA WEALTH MANAGEMENT, INC. 0.09% of their portfolio | 11.8k $158.8k | Unchanged |
| MGO ONE SEVEN LLC 0.00% of their portfolio | 10.8k $145.2k | New |
| Continuum Advisory, LLC 0.01% of their portfolio | 10.7k $144.0k | New |