CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

60 hedge funds and large institutions have $103M invested in Calamos Convertible Opportunities and Income Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.68M
2
RJA
2
Raymond James & Associates
Florida
$1.03M
3
Citigroup
3
Citigroup
New York
$303K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$225K
5
MCC
5
Mid Continent Capital
Illinois
$18M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$10.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.3M
3
SNC
3
Stifel Nicolaus & Co
Missouri
$479K
4
CTC
4
Central Trust Company
Missouri
$2.65M
5
U
5
UBS
Switzerland
$5.81M
Name Market Value Shares Shares
Change 		Shares
Change %
OA
26
Oxbow Advisors
Texas
$344K 27,326 – –
OC
27
Oppenheimer & Co
New York
$332K 26,354 -367 -1%
PA
28
Pinnacle Associates
New York
$315K 25,000 – –
Citigroup
29
Citigroup
New York
$303K 24,031 +20,762 +635%
ACM
30
Argentus Capital Management
Texas
$297K 23,548 +80 +0.3%
EC
31
Estate Counselors
Wisconsin
$293K 23,220 – –
Ameriprise
32
Ameriprise
Minnesota
$249K 19,750 +3,992 +25%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$225K 17,854 +17,854 New
SB
34
Suntrust Banks
Georgia
$212K 16,877 +265 +2%
FWIA
35
Fort Washington Investment Advisors
Ohio
$210K 16,629 -1,500 -8%
MFS
36
MSI Financial Services
Massachusetts
$209K 16,551 -101 -0.6%
MMG
37
Monetary Management Group
Missouri
$203K 16,121 +2,246 +16%
Goldman Sachs
38
Goldman Sachs
New York
$190K 15,103 +15,103 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$181K 14,378 -1,246 -8%
SHA
40
Smith Hayes Advisers
Nebraska
$162K 12,820 -800 -6%
VKH
41
Virtu KCG Holdings
New York
$158K 12,609 +12,609 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$143K 11,278 +1,446 +15%
ICOA
43
Investment Centers of America
North Dakota
$138K 11,051 +11,051 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$137K 10,900 +10,900 New
DC
45
Davenport & Co
Virginia
$127K 10,100 – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$124K 9,817 +4,759 +94%
BRWA
47
B. Riley Wealth Advisors
Florida
$118K 9,350 +800 +9%
Deutsche Bank
48
Deutsche Bank
Germany
$74K 5,976 +2,447 +69%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$59K 4,721 -3,810 -45%
US Bancorp
50
US Bancorp
Minnesota
$54K 4,247 -5,128 -55%
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