CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

84 hedge funds and large institutions have $109M invested in Calamos Convertible Opportunities and Income Fund in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
27
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.09M
2
RCM
2
Rivernorth Capital Management
Florida
$6.71M
3
WAM
3
Wolverine Asset Management
Illinois
$3.88M
4
DA
4
Doliver Advisors
Texas
$3.09M
5
LPL Financial
5
LPL Financial
California
$9.27M

Top Sellers

1
AWA
1
AmeriServ Wealth Advisors
Pennsylvania
$341K
2
Morgan Stanley
2
Morgan Stanley
New York
$14.5M
3
MCM
3
Maryland Capital Management
Maryland
$267K
4
FAAS
4
First Allied Advisory Services
California
$1.03M
5
PPA
5
Parametric Portfolio Associates
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$562K 56,803 -7,421 -12%
LCM
27
Landscape Capital Management
New Jersey
$549K 55,545 +55,545 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$529K 53,528 +553 +1%
Wells Fargo
29
Wells Fargo
California
$521K 52,707 +3,087 +6%
Stifel Financial
30
Stifel Financial
Missouri
$465K 46,981 +2,898 +7%
UCFA
31
United Capital Financial Advisors
Texas
$441K 44,600 -15,200 -25%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$412K 41,700 +41,700 New
Mariner
33
Mariner
Kansas
$391K 39,570 -880 -2%
DW
34
Domani Wealth
Pennsylvania
$367K 37,079 +393 +1%
WKWM
35
Walter & Keenan Wealth Management
Indiana
$356K 36,000 – –
AWA
36
AmeriServ Wealth Advisors
Pennsylvania
$341K 34,512 -198,253 -85%
CA
37
Cetera Advisors
Colorado
$336K 34,048 +6,240 +22%
MFS
38
MSI Financial Services
Massachusetts
$333K 33,688 -33 -0.1%
CA
39
Cornerstone Advisors
North Carolina
$332K 33,600 +33,600 New
AAM
40
Advisors Asset Management
Colorado
$307K 31,061 +31,061 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$283K 28,622 +28,622 New
KC
42
Kingfisher Capital
North Carolina
$271K 27,360 -1,687 -6%
MCM
43
Maryland Capital Management
Maryland
$267K 26,985 -133,775 -83%
OA
44
Oxbow Advisors
Texas
$262K 26,484 -542 -2%
BRWM
45
B. Riley Wealth Management
Tennessee
$252K 25,565 +12,278 +92%
WCM
46
Windsor Capital Management
Arizona
$225K 22,845 -1,153 -5%
HighTower Advisors
47
HighTower Advisors
Illinois
$207K 20,901 -8,240 -28%
NPC
48
National Planning Corporation
California
$206K 19,384 -5,209 -21%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$185K 18,664 -2,867 -13%
IH
50
IFC Holdings
Florida
$181K 17,800 – –
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