CHI · Insider trading · 13F holders · Congress trades
Calamos Convertible Opportunities & Income Fund (CHI)
Who is buying and selling CHI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 9
- Insider buys, 90 days
- $8.6M
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CHI at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 1 CHI insider filed 1 open-market purchase worth $8.6M on SEC Form 4.
- 9 13F filers hold CHI among their 50 largest positions, worth $16.7M combined. The biggest bets by portfolio weight are Marathon Strategic Advisors, LLC (2.0%), Grange Capital, LLC (1.5%) and Creekside Partners (1.2%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in CHI.
- CHI last closed at $11.15 on Oct 29, 2026.
CHI insider trading
Between Aug 1, 2026 and Oct 29, 2026, 1 CHI insider filed 1 open-market purchase worth $8.6M on SEC Form 4.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | MetLife Investment Management, LLC | 10% Owner | Buy | 345,000 | $25.00 | $8.6M | SEC |
Who owns CHI? Hedge funds and superinvestors
9 13F filers hold CHI among their 50 largest positions, worth $16.7M combined. The biggest bets by portfolio weight are Marathon Strategic Advisors, LLC (2.0%), Grange Capital, LLC (1.5%) and Creekside Partners (1.2%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLCWealth manager | 1.1% | $3.4M | 298,799 | +44.7% shares | Q3 2026 |
| Marathon Strategic Advisors, LLCWealth manager | 2.0% | $3.4M | 298,591 | +1.6% shares | Q3 2026 |
| Creekside PartnersWealth manager | 1.2% | $3.2M | 237,856 | +3.8% shares | Q2 2026 |
| Grange Capital, LLCWealth manager | 1.5% | $1.6M | 137,103 | -6.1% shares | Q3 2026 |
| Everstar Asset Management, LLCWealth manager | 0.7% | $1.5M | 111,723 | +0.0% shares | Q2 2026 |
| PMG Family Office LLCWealth manager | 1.1% | $1.1M | 100,512 | +0.2% shares | Q3 2026 |
| Total Wealth Planning & Management, Inc.Wealth manager | 0.7% | $881K | 77,082 | +0.0% shares | Q3 2026 |
| Boreal Capital Management LLCAsset manager | 0.6% | $856K | 0 | — | Q2 2026 |
| SAM Advisors, LLCWealth manager | 0.2% | $721K | 53,676 | -1.2% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 4). Screen CHI in the grand portfolio →
CHI stock trades by members of Congress
No member of Congress has disclosed a trade in CHI.
CHI questions and answers
Are insiders buying CHI stock?
Between Aug 1, 2026 and Oct 29, 2026, 1 CHI insider filed 1 open-market purchase worth $8.6M on SEC Form 4.
Which hedge funds own CHI?
9 13F filers hold CHI among their 50 largest positions, worth $16.7M combined. The biggest bets by portfolio weight are Marathon Strategic Advisors, LLC (2.0%), Grange Capital, LLC (1.5%) and Creekside Partners (1.2%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded CHI?
No member of Congress has disclosed a trade in CHI.
Who is the largest holder of CHI?
Among 13F filers, Samalin Investment Counsel, LLC reports the largest CHI position, $3.4M (298,799 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Marathon Strategic Advisors, LLC's: 2.0% of its portfolio.
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