CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

76 hedge funds and large institutions have $113M invested in Calamos Convertible Opportunities and Income Fund in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
22
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAAS
1
First Allied Advisory Services
California
$2.62M
2
SFS
2
Shaker Financial Services
Virginia
$1.05M
3
PPA
3
Parametric Portfolio Associates
Washington
$924K
4
DADC
4
D.A. Davidson & Co
Montana
$779K
5
WAM
5
Wolverine Asset Management
Illinois
$546K

Top Sellers

1
FAAM
1
First Allied Asset Management
California
$0
2
Bank of America
2
Bank of America
North Carolina
$6.49M
3
CRC
3
Curi RMB Capital
Illinois
$0
4
LPL Financial
4
LPL Financial
California
$9.23M
5
CNB
5
City National Bank
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$646K 52,975 -2,634 -5%
Wells Fargo
27
Wells Fargo
California
$605K 49,620 +6,897 +16%
WAM
28
Wolverine Asset Management
Illinois
$546K 44,760 +44,760 New
Stifel Financial
29
Stifel Financial
Missouri
$538K 44,083 -50,139 -53%
Mariner
30
Mariner
Kansas
$494K 40,450 – –
RCM
31
Rivernorth Capital Management
Florida
$471K 38,601 +38,601 New
DW
32
Domani Wealth
Pennsylvania
$448K 36,686 +36,195 +7,372%
WKWM
33
Walter & Keenan Wealth Management
Indiana
$440K 36,000 – –
OFG
34
OTA Financial Group
New York
$440K 34,335 +34,335 New
DA
35
Doliver Advisors
Texas
$435K 35,642 +35,642 New
MFS
36
MSI Financial Services
Massachusetts
$412K 33,721 +12,685 +60%
HighTower Advisors
37
HighTower Advisors
Illinois
$356K 29,141 -17,909 -38%
KC
38
Kingfisher Capital
North Carolina
$355K 29,047 -1,380 -5%
MMG
39
Monetary Management Group
Missouri
$353K 28,918 +379 +1%
CA
40
Cetera Advisors
Colorado
$339K 27,808 +4,286 +18%
OA
41
Oxbow Advisors
Texas
$330K 27,026 – –
WCM
42
Windsor Capital Management
Arizona
$293K 23,998 -2,066 -8%
NPC
43
National Planning Corporation
California
$274K 24,593 -7,794 -24%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$274K 22,437 +600 +3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$263K 21,531 -3,366 -14%
IH
46
IFC Holdings
Florida
$219K 17,800 +3,050 +21%
FWIA
47
Fort Washington Investment Advisors
Ohio
$199K 16,276 – –
Citigroup
48
Citigroup
New York
$199K 16,289 +1,181 +8%
CWM
49
Concert Wealth Management
California
$196K 16,039 +842 +6%
ICOA
50
Investment Centers of America
North Dakota
$182K 14,967 +500 +3%
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