CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

77 hedge funds and large institutions have $133M invested in Calamos Convertible Opportunities and Income Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
32
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.4M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.94M
3
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$3.08M
4
Bank of America
4
Bank of America
North Carolina
$12.2M
5
CNB
5
City National Bank
California
$1.04M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11.7M
2
B
2
Baird
Wisconsin
$0
3
Invesco
3
Invesco
Georgia
$953K
4
LI
4
LVZ Inc
Michigan
$1.18M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$721K 51,370 +1,780 +4%
NPC
27
National Planning Corporation
California
$695K 49,531 -363 -0.7%
AIG
28
American International Group
New York
$634K 45,208 -235 -0.5%
PWM
29
ParenteBeard Wealth Management
Pennsylvania
$580K 41,370 +193 +0.5%
PA
30
Pinnacle Associates
New York
$566K 40,325 +6,300 +19%
Wells Fargo
31
Wells Fargo
California
$553K 39,404 +4,398 +13%
WKWM
32
Walter & Keenan Wealth Management
Indiana
$505K 36,000 -2,000 -5%
OA
33
Oxbow Advisors
Texas
$383K 27,326 – –
MFS
34
MSI Financial Services
Massachusetts
$360K 25,639 +8,899 +53%
EC
35
Estate Counselors
Wisconsin
$329K 23,430 -2,550 -10%
MMG
36
Monetary Management Group
Missouri
$300K 21,357 +1,748 +9%
KA
37
Kovack Advisors
Florida
$291K 20,756 +20,756 New
OC
38
Oppenheimer & Co
New York
$286K 20,432 -69 -0.3%
RCM
39
Robinson Capital Management
Michigan
$273K 20,419 +20,419 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$256K 18,252 +5,852 +47%
FWIA
41
Fort Washington Investment Advisors
Ohio
$228K 16,276 – –
NFG
42
Next Financial Group
Texas
$216K 16,048 +16,048 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$213K 15,232 -56 -0.4%
CWM
44
Concert Wealth Management
California
$209K 15,396 +9 +0.1%
IH
45
IFC Holdings
Florida
$207K 14,750 – –
HCM
46
Hollencrest Capital Management
California
$185K 13,200 – –
SHA
47
Smith Hayes Advisers
Nebraska
$180K 12,820 – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$172K 12,250 -1,701 -12%
Jane Street
49
Jane Street
New York
$167K 11,873 +11,873 New
KFA
50
Kays Financial Advisory
Georgia
$152K 10,855 – –
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