CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

78 hedge funds and large institutions have $121M invested in Calamos Convertible Opportunities and Income Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
–
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
22
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.37M
2
AWA
2
AmeriServ Wealth Advisors
Pennsylvania
$3.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.8M
4
LPL Financial
4
LPL Financial
California
$11.3M
5
Invesco
5
Invesco
Georgia
$2.61M

Top Sellers

1
PWM
1
ParenteBeard Wealth Management
Pennsylvania
$36.3K
2
Stifel Financial
2
Stifel Financial
Missouri
$1.25M
3
GC
3
Guggenheim Capital
Illinois
$8.98M
4
Bank of America
4
Bank of America
North Carolina
$9.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.15M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$691K 53,837 +2,700 +5%
NPC
27
National Planning Corporation
California
$603K 47,450 -6,718 -12%
Mariner
28
Mariner
Kansas
$577K 44,915 -4,325 -9%
HighTower Advisors
29
HighTower Advisors
Illinois
$566K 44,108 -3,589 -8%
Wells Fargo
30
Wells Fargo
California
$498K 38,770 +3,231 +9%
WKWM
31
Walter & Keenan Wealth Management
Indiana
$462K 36,000 – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$449K 35,014 – –
OFG
33
OTA Financial Group
New York
$440K 34,335 +34,335 New
DA
34
Doliver Advisors
Texas
$426K 33,208 +33,208 New
MMG
35
Monetary Management Group
Missouri
$362K 28,168 +6,560 +30%
OA
36
Oxbow Advisors
Texas
$347K 27,026 – –
EC
37
Estate Counselors
Wisconsin
$314K 24,480 +1,050 +4%
MFS
38
MSI Financial Services
Massachusetts
$300K 23,379 -904 -4%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$232K 18,096 -2,647 -13%
CA
40
Cetera Advisors
Colorado
$219K 17,042 +1,075 +7%
FWIA
41
Fort Washington Investment Advisors
Ohio
$209K 16,276 – –
CWM
42
Concert Wealth Management
California
$204K 15,815 +419 +3%
IH
43
IFC Holdings
Florida
$194K 14,750 – –
LA
44
LVW Advisors
New York
$193K 15,000 +15,000 New
OC
45
Oppenheimer & Co
New York
$191K 14,894 -4,244 -22%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$189K 14,700 – –
ICOA
47
Investment Centers of America
North Dakota
$175K 13,628 -628 -4%
HCM
48
Hollencrest Capital Management
California
$169K 13,200 – –
PAG
49
Private Advisor Group
New Jersey
$152K 11,832 +1,110 +10%
SPC
50
Sigma Planning Corp
Michigan
$149K 11,580 +11,580 New
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