Welcome to our dedicated page for Calamos Convertible Opps & Income SEC filings (Ticker: CHI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Trying to locate leverage ratios, convertible holdings, or insider trades hidden deep inside Calamos Convertible Opportunities & Income Fund’s dense N-CSR? These reports exceed 200 pages and differ from a typical corporate 10-K, making it hard to gauge how CHI balances income against risk. Stock Titan’s AI-powered analysis converts every table, footnote, and schedule into plain-English highlights so you can see distribution sources, premium/discount swings, and credit exposures in minutes—not hours.
All filing types are here, refreshed the moment they post to EDGAR: the semi-annual N-CSR that functions as Calamos CHI’s annual report (yes, we still tag it “Calamos CHI annual report 10-K simplified” for easy search), portfolio updates that mirror a quarterly earnings report (10-Q) experience, plus Form 8-K event notices and the DEF 14A proxy statement covering trustee fees and executive compensation. Need to monitor Calamos CHI insider trading Form 4 transactions? Our system flags purchases or sales by fund directors in real time, answering common queries like “Calamos CHI Form 4 insider transactions real-time” without manual digging.
Use cases professionals rely on: compare quarter-over-quarter sector allocations, track leverage percentage moves before material announcements, or review how convertible positions shift when equity markets run hot. With AI-powered summaries, expert commentary, and real-time alerts, understanding Calamos CHI SEC documents with AI becomes straightforward. Whether you search for “Calamos CHI 8-K material events explained”, “Calamos CHI quarterly earnings report 10-Q filing”, or “Calamos CHI proxy statement executive compensation”, this page delivers every disclosure—clarified, connected, and ready for action.
Calamos Convertible Opportunities & Income Fund (ticker CHI) submitted its monthly Form NPORT-P covering the period ended 30 April 2025.
Balance-sheet snapshot: total assets of US$1.19 billion, liabilities of US$469.7 million, and net assets of US$722.7 million. Long-term borrowings total US$291.7 million; outstanding preferred stock carries a liquidation preference of US$132.8 million. Cash and cash equivalents amount to US$72.2 million.
Risk disclosure: the portfolio’s interest-rate DV100 shows a sensitivity of up to –US$13.1 million for a 100 bp move at the five-year maturity, while non-investment-grade credit-spread CS01 registers –US$139 k at the same tenor. All values are denominated in U.S. dollars.
Securities lending: 19 counterparties are listed, with the largest single loan to J.P. Morgan Securities LLC (US$9.4 million). No non-cash collateral was reported.
The filing is not marked as a final report and contains no performance return data for the past three months.
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