CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 hedge funds and large institutions have $113M invested in Calamos Convertible Opportunities and Income Fund in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$4.74M
2
Bank of America
2
Bank of America
North Carolina
$5.07M
3
LPL Financial
3
LPL Financial
California
$14.2M
4
NMC
4
Nine Masts Capital
Hong Kong
$362K
5
CTC
5
Central Trust Company
Missouri
$2.42M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.01M
2
COLIM
2
City of London Investment Management
United Kingdom
$275K
3
SFS
3
Shaker Financial Services
Virginia
$658K
4
MIG
4
Mariner Investment Group
New York
$0
5
OA
5
Oxbow Advisors
Texas
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$581K 56,297 +12,734 +29%
IA
27
IFP Advisors
Florida
$535K 51,785 +3,242 +7%
CWM
28
Calamos Wealth Management
Illinois
$500K 48,438 +835 +2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$484K 46,831 +18,535 +66%
Stifel Financial
30
Stifel Financial
Missouri
$397K 38,568 -3,170 -8%
NPC
31
National Planning Corporation
California
$390K 40,070 +23,570 +143%
RJA
32
Raymond James & Associates
Florida
$388K 37,517 +603 +2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$381K 37,034 +11,008 +42%
NMC
34
Nine Masts Capital
Hong Kong
$362K 35,088 +35,088 New
GWM
35
Geneos Wealth Management
Colorado
$295K 28,626 -1,815 -6%
WKWM
36
Walter & Keenan Wealth Management
Indiana
$289K 28,000 – –
CWM
37
Concert Wealth Management
California
$289K 28,214 +4,803 +21%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$288K 27,848 +3,033 +12%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$281K 27,213 -21,913 -45%
COLIM
40
City of London Investment Management
United Kingdom
$275K 26,611 -294,916 -92%
CIA
41
Capital Investment Advisors
Georgia
$270K 26,099 +2,569 +11%
UCFA
42
United Capital Financial Advisors
Texas
$268K 25,900 -4,650 -15%
HCM
43
Hollencrest Capital Management
California
$253K 24,484 +2,355 +11%
DA
44
Doliver Advisors
Texas
$251K 24,269 +11,969 +97%
MFS
45
MSI Financial Services
Massachusetts
$237K 22,915 -7,165 -24%
PFP
46
Pinnacle Financial Partners
Tennessee
$222K 21,500 – –
WCM
47
Windsor Capital Management
Arizona
$220K 21,349 +196 +0.9%
DBIA
48
Dumont & Blake Investment Advisors
New Jersey
$216K 20,900 – –
WHI
49
William Harris Investors
Illinois
$201K 19,500 +3,800 +24%
Millennium Management
50
Millennium Management
New York
$197K 19,076 +19,076 New
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