Calamos CHI: MetLife reports 50% of Series H

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) reports that MetLife Investment Management, LLC has filed a Schedule 13G disclosing significant ownership of its Series H Mandatory Redeemable Preferred Shares.

Rhea-AI Filing Summary

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) reports that MetLife Investment Management, LLC has filed a Schedule 13G disclosing significant ownership of its Series H Mandatory Redeemable Preferred Shares. As of August 31, 2026, MetLife Investment Management may be deemed the beneficial owner of 345,000 Series H shares, representing 50% of the Series H Mandatory Redeemable Preferred Shares outstanding, based on 690,000 shares outstanding. The reporting person holds sole voting and sole dispositive power over these 345,000 shares and manages them on behalf of various insurance company clients.

Key Figures

Beneficial ownership: 345,000 Series H Mandatory Redeemable Preferred Shares Percent of Series H class: 50% Series H shares outstanding: 690,000 shares +4 more

7 metrics

Beneficial ownership 345,000 Series H Mandatory Redeemable Preferred Shares May be deemed beneficially owned by MetLife Investment Management as of August 31, 2026

Percent of Series H class 50% Proportion of CHI’s Series H Mandatory Redeemable Preferred Shares beneficially owned

Series H shares outstanding 690,000 shares Basis for calculating MetLife Investment Management’s 50% ownership of Series H

Sole voting power 345,000 shares Shares over which MetLife Investment Management has sole power to vote or direct the vote

Sole dispositive power 345,000 shares Shares over which MetLife Investment Management has sole power to dispose or direct the disposition

Shared voting power 0 shares Shares over which MetLife Investment Management reports shared voting power

Shared dispositive power 0 shares Shares over which MetLife Investment Management reports shared dispositive power

Key Terms

Schedule 13G, beneficial owner, Sole Dispositive Power, Series H Mandatory Redeemable Preferred Shares, +1 more

5 terms

Schedule 13G regulatory

"has filed a Schedule 13G disclosing significant ownership"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

beneficial owner financial

"may be deemed to be the beneficial owner of 345,000"

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 Dispositive Power financial

"Sole Dispositive Power 345,000.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Series H Mandatory Redeemable Preferred Shares financial

"Title of class of securities: Series H Mandatory Redeemable Preferred Shares"

percent of class financial

"The percent of class is calculated based on 690,000"

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 percentage of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) Series H shares does MetLife Investment Management own?

MetLife Investment Management, LLC may be deemed the beneficial owner of 50% of CHI’s Series H Mandatory Redeemable Preferred Shares, holding 345,000 shares out of 690,000 shares outstanding as of August 31, 2026.

How many CHI Series H Mandatory Redeemable Preferred Shares are beneficially owned by MetLife Investment Management?

MetLife Investment Management, LLC reports beneficial ownership of 345,000 Series H Mandatory Redeemable Preferred Shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND as of August 31, 2026.

What voting and dispositive powers does MetLife Investment Management report over CHI’s Series H shares?

MetLife Investment Management reports sole power to vote or direct the vote over 345,000 shares and sole power to dispose or direct the disposition of 345,000 shares, with no shared voting or dispositive power.

On whose behalf does MetLife Investment Management hold CHI’s Series H Mandatory Redeemable Preferred Shares?

MetLife Investment Management manages these Series H Mandatory Redeemable Preferred Shares on behalf of various clients, including 21st Century Insurance Company, Metropolitan Life Insurance Company and Metropolitan Tower Life Insurance Company.

What class of securities of CHI is covered by this Schedule 13G filing?

The filing covers the Series H Mandatory Redeemable Preferred Shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND, identified with CUSIP 1281174@4.

As of what date is MetLife Investment Management’s ownership in CHI’s Series H shares reported?

The ownership is reported as of August 31, 2026, when MetLife Investment Management may be deemed to beneficially own 345,000 Series H Mandatory Redeemable Preferred Shares of CHI.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/08/2026 - 04:13 PM Accepted by SEC EDGAR 09/08/2026 - 04:13 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND

(Name of Issuer)

Series H Mandatory Redeemable Preferred Shares

(Title of Class of Securities)

1281174@4

(CUSIP Number)

08/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 1281174@4

1

Names of Reporting Persons

MetLife Investment Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 345,000.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 345,000.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

345,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

50 %

12

Type of Reporting Person (See Instructions)

IA

Comment for Type of Reporting Person: The percent of class is calculated based on 690,000 Series H Mandatory Redeemable Preferred Shares outstanding.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
(b)	Address of issuer's principal executive offices: 2020 Calamos Court, Naperville, Illinois 60563-2787
Item 2.
(a)	Name of person filing: MetLife Investment Management, LLC (the "Reporting Person")
(b)	Address or principal business office or, if none, residence: One MetLife Way, Whippany, New Jersey 07981
(c)	Citizenship: Delaware
(d)	Title of class of securities: Series H Mandatory Redeemable Preferred Shares
(e)	CUSIP Number(s): 1281174@4
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: As of August 31, 2026, the Reporting Person may be deemed to be the beneficial owner of 345,000 Series H Mandatory Redeemable Preferred Shares, representing 50% of the Series H Mandatory Redeemable Preferred Shares. This percentage is calculated based on 690,000 Series H Mandatory Redeemable Preferred Shares outstanding.
(b)	Percent of class: 50%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 345,000
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 345,000
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The Reporting Person manages these Series H Mandatory Redeemable Preferred Shares on behalf of various clients, including 21St Century Insurance Company, Metropolitan Life Insurance Company and Metropolitan Tower Life Insurance Company.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

MetLife Investment Management, LLC

Signature:	/s/ Israel Grafstein
Name/Title:	Israel Grafstein, Chief Compliance Officer
Date:	09/08/2026