CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

83 hedge funds and large institutions have $130M invested in Calamos Convertible Opportunities and Income Fund in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$2.33M
2
Wells Fargo
2
Wells Fargo
California
$12M
3
MWM
3
Merriman Wealth Management
Washington
$1.08M
4
SFS
4
Shaker Financial Services
Virginia
$2.06M
5
WP
5
WealthPLAN Partners
Nebraska
$504K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.4M
2
NMC
2
Nine Masts Capital
Hong Kong
$0
3
UBS Group
3
UBS Group
Switzerland
$4.66M
4
DA
4
Doliver Advisors
Texas
$121K
5
MIG
5
Mariner Investment Group
New York
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
26
WealthPLAN Partners
Nebraska
$504K 91,168 +91,168 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$482K 49,126 +34,258 +230%
IA
28
IFP Advisors
Florida
$477K 48,543 +46,880 +2,819%
CWM
29
Calamos Wealth Management
Illinois
$468K 47,603 +651 +1%
Citigroup
30
Citigroup
New York
$448K 45,477 -14,353 -24%
CA
31
Cetera Advisors
Colorado
$435K 44,210 +3,681 +9%
AG
32
Advisor Group
Arizona
$427K 43,563 +43,563 New
Stifel Financial
33
Stifel Financial
Missouri
$411K 41,738 -8,367 -17%
RJA
34
Raymond James & Associates
Florida
$363K 36,914 -17,731 -32%
CCP
35
Clough Capital Partners
Massachusetts
$342K 34,800 -34,300 -50%
UCFA
36
United Capital Financial Advisors
Texas
$306K 30,550 -300 -1%
GWM
37
Geneos Wealth Management
Colorado
$299K 30,441 -540 -2%
MFS
38
MSI Financial Services
Massachusetts
$296K 30,080 -16,517 -35%
KC
39
Kingfisher Capital
North Carolina
$281K 28,556 -1,987 -7%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$278K 28,296 +86 +0.3%
WKWM
41
Walter & Keenan Wealth Management
Indiana
$275K 28,000 – –
CRC
42
Curi RMB Capital
Illinois
$274K 27,848 +27,848 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$256K 26,026 -3,156 -11%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$244K 24,815 +2,415 +11%
CIA
45
Capital Investment Advisors
Georgia
$231K 23,530 +6,700 +40%
CWM
46
Concert Wealth Management
California
$231K 23,411 +8,429 +56%
HCM
47
Hollencrest Capital Management
California
$218K 22,129 – –
MCM
48
Maryland Capital Management
Maryland
$213K 21,700 – –
PFP
49
Pinnacle Financial Partners
Tennessee
$211K 21,500 – –
SPC
50
Sigma Planning Corp
Michigan
$208K 21,135 +21,135 New
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