CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

81 hedge funds and large institutions have $144M invested in Calamos Convertible Opportunities and Income Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
81
Holders Change
-9
Holders Change %
-10%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.64M
2
RCM
2
Rivernorth Capital Management
Florida
$20.4M
3
NMC
3
Nine Masts Capital
Hong Kong
$5.23M
4
DA
4
Doliver Advisors
Texas
$1.78M
5
MIG
5
Mariner Investment Group
New York
$2.53M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.6M
2
Squarepoint
2
Squarepoint
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.59M
4
Bank of America
4
Bank of America
North Carolina
$3.81M
5
WAM
5
Wolverine Asset Management
Illinois
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
TYCC
26
Texas Yale Capital Corp
Florida
$946K 99,707 – –
CCP
27
Clough Capital Partners
Massachusetts
$656K 69,100 +17,400 +34%
FAAS
28
First Allied Advisory Services
California
$632K 66,531 +761 +1%
EGA
29
E&G Advisors
Texas
$602K 63,475 -1,000 -2%
Citigroup
30
Citigroup
New York
$568K 59,830 -13,918 -19%
PA
31
Pinnacle Associates
New York
$560K 59,023 +800 +1%
RJA
32
Raymond James & Associates
Florida
$519K 54,645 +3,543 +7%
Stifel Financial
33
Stifel Financial
Missouri
$475K 50,105 +4,776 +11%
CWM
34
Calamos Wealth Management
Illinois
$446K 46,952 +1,236 +3%
MFS
35
MSI Financial Services
Massachusetts
$442K 46,597 +474 +1%
AIG
36
American International Group
New York
$431K 45,449 -6,029 -12%
CA
37
Cetera Advisors
Colorado
$384K 40,529 +3,031 +8%
UCFA
38
United Capital Financial Advisors
Texas
$293K 30,850 -3,200 -9%
GWM
39
Geneos Wealth Management
Colorado
$293K 30,981 +30,981 New
KC
40
Kingfisher Capital
North Carolina
$290K 30,543 -2,103 -6%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$277K 29,182 -502 -2%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$268K 28,210 +3,294 +13%
WKWM
43
Walter & Keenan Wealth Management
Indiana
$266K 28,000 -8,000 -22%
NPC
44
National Planning Corporation
California
$251K 25,974 +2,261 +10%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$213K 22,400 +2,745 +14%
HCM
46
Hollencrest Capital Management
California
$210K 22,129 +8,929 +68%
MCM
47
Maryland Capital Management
Maryland
$205K 21,700 -1,875 -8%
PFP
48
Pinnacle Financial Partners
Tennessee
$204K 21,500 +21,500 New
WCM
49
Windsor Capital Management
Arizona
$203K 21,411 -825 -4%
DBIA
50
Dumont & Blake Investment Advisors
New Jersey
$198K 20,900 – –
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