CHI
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUNDMarquee-fund ownership over time
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors | Q4 2024 | Q1 2025 | → $9.86 | -2% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Aug 11, 2025 — the most recent Form 4 on file — not from today.
- Form 40001343519-25-000003Aug 11, 2025
- Form 40000905148-24-002543Sep 11, 2024
- Form 40001343519-24-000003Feb 16, 2024
- Form 40001343519-23-000002Jun 1, 2023
- Form 40001140361-22-020870May 26, 2022
- Form 40001671788-20-000002Dec 18, 2020
- Form 40001747093-20-000001Feb 10, 2020
- Form 40001536407-19-000003Dec 20, 2019
- Form 40001316507-17-000003Jan 25, 2017
- Form 40001192066-16-000002Nov 22, 2016
- Form 40001652122-16-000004Mar 2, 2016
- Form 40001192066-12-000001Mar 20, 2012
- Form 40000070858-09-000395Oct 9, 2009
- Form 4/Aamend0001010506-09-000004Jul 10, 2009
- Form 40001010506-09-000001Jul 10, 2009
Fundamentals
XBRL · CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUNDNot enough XBRL history to plot. CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUNDhasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- DEF 14AProxy statementMay 11, 2026
- DEF 14AProxy statementMay 12, 2025
- SC 13G5%+ ownership (passive)Oct 7, 2024
- SC 13G5%+ ownership (passive)Aug 30, 2024
- 8-KFORM 8-KMay 14, 2024
- DEF 14AProxy statementMay 14, 2024
- DEF 14AProxy statementMay 8, 2023
- SC 13G5%+ ownership (passive)Jun 10, 2022
- SC 13G5%+ ownership (passive)Jun 10, 2022
- DEF 14AProxy statementMay 11, 2022
- SC 13G5%+ ownership (passive)Oct 15, 2021
- 8-KFORM 8-KAug 26, 2021
- DEF 14AProxy statementMay 12, 2021
- 8-KMaterial eventJan 12, 2021
- DEF 14AProxy statementMay 14, 2020
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q4 2024 | Q1 2025 | $10 | $9.86 | -2% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.