CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

71 hedge funds and large institutions have $124M invested in Calamos Convertible Opportunities and Income Fund in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
21
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$22.4M
2
CAN
2
Cetera Advisor Networks
California
$2.19M
3
SG Americas Securities
3
SG Americas Securities
New York
$1.35M
4
LI
4
LVZ Inc
Michigan
$1.22M
5
EGA
5
E&G Advisors
Texas
$913K

Top Sellers

1
U
1
UBS
Switzerland
$5.37M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.4M
3
GC
3
Guggenheim Capital
Illinois
$10.6M
4
NPC
4
National Planning Corporation
California
$699K
5
Invesco
5
Invesco
Georgia
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$606K 45,728 +300 +0.7%
PWM
27
ParenteBeard Wealth Management
Pennsylvania
$542K 40,866 -656 -2%
Wells Fargo
28
Wells Fargo
California
$488K 36,835 +1,328 +4%
ACM
29
Argentus Capital Management
Texas
$382K 28,828 +5,280 +22%
OA
30
Oxbow Advisors
Texas
$362K 27,326 – –
EC
31
Estate Counselors
Wisconsin
$344K 25,980 +2,760 +12%
PA
32
Pinnacle Associates
New York
$332K 25,000 – –
HCM
33
Hollencrest Capital Management
California
$323K 24,390 +24,390 New
OC
34
Oppenheimer & Co
New York
$288K 21,747 -4,607 -17%
MMG
35
Monetary Management Group
Missouri
$257K 19,367 +3,246 +20%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$239K 18,028 +6,750 +60%
Jane Street
37
Jane Street
New York
$237K 17,904 +17,904 New
SB
38
Suntrust Banks
Georgia
$228K 17,240 +363 +2%
MFS
39
MSI Financial Services
Massachusetts
$224K 16,921 +370 +2%
FWIA
40
Fort Washington Investment Advisors
Ohio
$216K 16,326 -303 -2%
CWM
41
Concert Wealth Management
California
$206K 15,678 +15,678 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$187K 14,122 -256 -2%
SHA
43
Smith Hayes Advisers
Nebraska
$170K 12,820 – –
KFA
44
Kays Financial Advisory
Georgia
$144K 10,855 +10,855 New
VKH
45
Virtu KCG Holdings
New York
$142K 10,740 -1,869 -15%
CIA
46
Capital Investment Advisors
Georgia
$142K 10,693 +10,693 New
First Manhattan
47
First Manhattan
New York
$136K 10,300 +7,300 +243%
DC
48
Davenport & Co
Virginia
$134K 10,100 – –
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$133K 10,050 -850 -8%
BRWA
50
B. Riley Wealth Advisors
Florida
$120K 9,068 -282 -3%
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