Calamos CHI: MetLife reports 0% Series D preferreds
Rhea-AI Filing Summary
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) is the subject of an amended Schedule 13G filing in which MetLife Investment Management, LLC reports that, as of August 31, 2026, it no longer holds any beneficial ownership of the Fund’s Series D Mandatory Redeemable Preferred Shares.
The reporting person states beneficial ownership of 0 shares, representing 0% of this preferred series, with no sole or shared voting or dispositive power over any Series D Mandatory Redeemable Preferred Shares.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 0 shares
Percent of class owned: 0%
Sole voting power: 0 shares
+3 more
6 metrics
Beneficially owned shares
0 shares
Series D Mandatory Redeemable Preferred Shares as of August 31, 2026
Percent of class owned
0%
Series D Mandatory Redeemable Preferred Shares as of August 31, 2026
Sole voting power
0 shares
Series D Mandatory Redeemable Preferred Shares voting power
Shared voting power
0 shares
Series D Mandatory Redeemable Preferred Shares voting power
Sole dispositive power
0 shares
Series D Mandatory Redeemable Preferred Shares dispositive power
Shared dispositive power
0 shares
Series D Mandatory Redeemable Preferred Shares dispositive power
Key Terms
beneficial owner, Sole Voting Power, Shared Dispositive Power, Percent of class
4 terms
beneficial owner regulatory
"may be deemed to be the beneficial owner of 0 Series D Mandatory"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
Sole Voting Power regulatory
"5 | Sole Voting Power 0.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Percent of class regulatory
"(b) | Percent of class: 0%"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does this Schedule 13G/A mean for CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI)?
It states that MetLife Investment Management, LLC reports 0 beneficial ownership of CHI’s Series D Mandatory Redeemable Preferred Shares, representing 0% of that class as of August 31, 2026, with no voting or dispositive power over any such shares.
Does MetLife Investment Management, LLC have any voting power over CHI’s Series D preferred shares?
No. The filing reports 0 shares with sole voting power and 0 shares with shared voting power over CHI’s Series D Mandatory Redeemable Preferred Shares.
Does MetLife Investment Management, LLC have any dispositive power over CHI’s Series D preferred shares?
No. The filing reports 0 shares with sole dispositive power and 0 shares with shared dispositive power for CHI’s Series D Mandatory Redeemable Preferred Shares.
Who signed the amended Schedule 13G for CHI and in what capacity?
The amended Schedule 13G was signed by Israel Grafstein as Chief Compliance Officer on September 8, 2026 on behalf of MetLife Investment Management, LLC.
AI-generated analysis. How Rhea-AI works. Not financial advice.