CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

95 hedge funds and large institutions have $121M invested in Calamos Convertible Opportunities and Income Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
29
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$11M
2
Millennium Management
2
Millennium Management
New York
$3.44M
3
SIA
3
Sit Investment Associates
Minnesota
$1.33M
4
SFS
4
Shaker Financial Services
Virginia
$1.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$698K

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$2.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.6M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.54M
5
UBS Group
5
UBS Group
Switzerland
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$596K 59,003 +2,706 +5%
CA
27
Cetera Advisors
Colorado
$572K 56,707 -3,553 -6%
FAAS
28
First Allied Advisory Services
California
$545K 54,010 -23,407 -30%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$540K 53,523 +6,692 +14%
IA
30
IFP Advisors
Florida
$514K 50,962 -823 -2%
CWM
31
Calamos Wealth Management
Illinois
$495K 49,100 +662 +1%
AGM
32
Alpine Global Management
New York
$418K 41,423 +41,423 New
Stifel Financial
33
Stifel Financial
Missouri
$391K 39,032 +464 +1%
RJA
34
Raymond James & Associates
Florida
$389K 38,516 +999 +3%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$295K 29,263 +2,050 +8%
GWM
36
Geneos Wealth Management
Colorado
$291K 28,911 +285 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$273K 27,007 -841 -3%
COLIM
38
City of London Investment Management
United Kingdom
$269K 26,611 – –
CIA
39
Capital Investment Advisors
Georgia
$268K 26,549 +450 +2%
WKWM
40
Walter & Keenan Wealth Management
Indiana
$257K 25,500 -2,500 -9%
SPC
41
Sigma Planning Corp
Michigan
$244K 24,158 +5,802 +32%
KC
42
Kingfisher Capital
North Carolina
$233K 23,078 +23,078 New
MFS
43
MSI Financial Services
Massachusetts
$222K 21,966 -949 -4%
PFP
44
Pinnacle Financial Partners
Tennessee
$217K 21,500 – –
DBIA
45
Dumont & Blake Investment Advisors
New Jersey
$217K 21,500 +600 +3%
UCFA
46
United Capital Financial Advisors
Texas
$216K 21,400 -4,500 -17%
ICOA
47
Investment Centers of America
North Dakota
$198K 19,622 +1,005 +5%
WHI
48
William Harris Investors
Illinois
$196K 19,500 – –
PAG
49
Private Advisor Group
New Jersey
$196K 18,649 +620 +3%
NPC
50
National Planning Corporation
California
$194K 17,892 -22,178 -55%
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