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The company

Calamos Convertible Opportunities and Income Fund - Closed End Fund

CHI · Nasdaq

FinancialsFunds, Shells & SPACs

CHI stood above a rising 150-day average in 43 of the last 52 weekly readings, and has been out of that trend for the last 6 weeks. It is 9.7% below that average now. Financials: 51% of its 740 stocks in an uptrend (−2 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 6
Insider buys, 12 months
$17.3M
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
131 (+4)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 43 of 52 weeks.

24 Apr – 23 Oct
44%53%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$16.6MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1
Sale orders, 12 months0
Buyers · sellers1 · 0
WhoDidSharesTraded
Metlife Investment Management, Llc10% ownerbought109,000at $25.0026 Aug 2026filed 26 Aug 2026
Metlife Investment Management, Llc10% ownerbought112,000at $25.0026 Aug 2026filed 26 Aug 2026
Metlife Investment Management, Llc10% ownerbought60,000at $25.0026 Aug 2026filed 26 Aug 2026
Metlife Investment Management, Llc10% ownerbought16,000at $25.0026 Aug 2026filed 26 Aug 2026
Metlife Investment Management, Llc10% ownerbought48,000at $25.0026 Aug 2026filed 26 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders131+4 on the quarter
New · exited18 · 15
Reported value$247.7M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BANK OF AMERICA CORPadded · filed 14 Aug 20262,883,914$38.8M+254,277+9.7%
UBS Group AGadded · filed 13 Aug 20262,574,530$34.6M+196,134+8.2%
MORGAN STANLEYadded · filed 13 Aug 20261,551,031$20.8M+137,555+9.7%
WELLS FARGO & COMPANYadded · filed 14 Aug 20261,362,840$18.3M+4,247+0.3%
D.A. DAVIDSON & CO.added · filed 24 Jul 20261,105,418$14.9M+8,168+0.7%
LPL Financial LLCadded · filed 7 Aug 2026700,766$9.4M+27,068+4.0%
GUGGENHEIM CAPITAL LLCadded · filed 12 Aug 2026643,309$8.6M+33,833+5.6%
AMERIPRISE FINANCIAL INCreduced · filed 14 Aug 2026640,127$8.6M-3,194−0.5%
Baird Financial Group, Inc.added · filed 12 Aug 2026613,861$8.3M+22,625+3.8%
COMMONWEALTH EQUITY SERVICES, LLCreduced · filed 29 Jul 2026563,686$7.6M-1,373−0.2%
31 Mar 2023 – 30 Jun 2026
96116135Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

MetLife Investment Management, LLC Company insider10% owner · last 26 Aug 20263 · 0
THRIVENT FINANCIAL FOR LUTHERANS Company insiderOther · last 24 Aug 20260 · 0
Mark Mickey Company insiderFormerChief Compliance Officer · last 11 Aug 20253 · 3
Robert Behan Company insiderVice President · last 13 Feb 20230 · 0
Lloyd Wennlund Company insiderDirector · last 7 Feb 20201 · 0
David D. Tripple Company insiderDirector · last 19 Dec 20191 · 3
John P. Calamos, Sr. Company insiderPresident and Global CIO · last 23 Jan 20170 · 1
Stephen B. Timbers Company insiderDirector · last 21 Nov 20162 · 0
Theresa Hamacher Company insiderDirector · last 1 Mar 20161 · 0
BANK OF AMERICA CORP /DE/ Company insider10% owner · last 5 Oct 20091 · 1
John E. Neal Company insiderDirector · last 6 Apr 20060 · 1

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.