CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

73 hedge funds and large institutions have $125M invested in Calamos Convertible Opportunities and Income Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
21
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAAM
1
First Allied Asset Management
California
$3.16M
2
AWA
2
AmeriServ Wealth Advisors
Pennsylvania
$1.83M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.8M
4
FAAS
4
First Allied Advisory Services
California
$4.08M
5
MCC
5
Mid Continent Capital
Illinois
$20.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.5M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
GC
3
Guggenheim Capital
Illinois
$10.3M
4
Bank of America
4
Bank of America
North Carolina
$10.8M
5
Invesco
5
Invesco
Georgia
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$685K 49,590 -7,013 -12%
AIG
27
American International Group
New York
$628K 45,443 -285 -0.6%
PWM
28
ParenteBeard Wealth Management
Pennsylvania
$569K 41,177 +311 +0.8%
WKWM
29
Walter & Keenan Wealth Management
Indiana
$525K 38,000 +38,000 New
Stifel Financial
30
Stifel Financial
Missouri
$517K 37,456 +37,456 New
CNB
31
City National Bank
California
$512K 37,093 +37,093 New
Wells Fargo
32
Wells Fargo
California
$483K 35,006 -1,829 -5%
PA
33
Pinnacle Associates
New York
$470K 34,025 +9,025 +36%
OA
34
Oxbow Advisors
Texas
$377K 27,326 – –
EC
35
Estate Counselors
Wisconsin
$359K 25,980 – –
OC
36
Oppenheimer & Co
New York
$284K 20,501 -1,246 -6%
MMG
37
Monetary Management Group
Missouri
$271K 19,609 +242 +1%
MFS
38
MSI Financial Services
Massachusetts
$231K 16,740 -181 -1%
FWIA
39
Fort Washington Investment Advisors
Ohio
$225K 16,276 -50 -0.3%
CWM
40
Concert Wealth Management
California
$214K 15,387 -291 -2%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$211K 15,288 -2,740 -15%
IH
42
IFC Holdings
Florida
$203K 14,750 +14,750 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$193K 13,951 +3,901 +39%
HCM
44
Hollencrest Capital Management
California
$182K 13,200 -11,190 -46%
SHA
45
Smith Hayes Advisers
Nebraska
$177K 12,820 – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$171K 12,400 -1,722 -12%
KFA
47
Kays Financial Advisory
Georgia
$150K 10,855 – –
CIA
48
Capital Investment Advisors
Georgia
$148K 10,693 – –
First Manhattan
49
First Manhattan
New York
$142K 10,300 – –
ICOA
50
Investment Centers of America
North Dakota
$138K 11,051 +11,051 New
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