CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 hedge funds and large institutions have $146M invested in Calamos Convertible Opportunities and Income Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 16 closing their positions.

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% 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
33
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$25.1M
2
Ameriprise
2
Ameriprise
Minnesota
$7.64M
3
VIA
3
Vident Investment Advisory
Georgia
$6.48M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.92M
5
GC
5
Guggenheim Capital
Illinois
$6.67M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$14M
4
SFS
4
Shaker Financial Services
Virginia
$0
5
SIA
5
Sit Investment Associates
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
Pinnacle Associates
New York
$643K 58,450 -4,300 -7%
FAAS
27
First Allied Advisory Services
California
$614K 56,628 +2,618 +5%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$603K 54,804 +1,281 +2%
HCM
29
Hollencrest Capital Management
California
$597K 54,275 -7,655 -12%
IAA
30
Independent Advisor Alliance
North Carolina
$587K 53,197 +53,197 New
Stifel Financial
31
Stifel Financial
Missouri
$426K 38,679 -353 -0.9%
STMM
32
South Texas Money Management
Texas
$363K 33,000 +33,000 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$362K 32,880 +3,617 +12%
GWM
34
Geneos Wealth Management
Colorado
$329K 29,911 +1,000 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$322K 29,231 +2,224 +8%
Truist Financial
36
Truist Financial
North Carolina
$311K 28,271 +28,271 New
CIA
37
Capital Investment Advisors
Georgia
$292K 26,549 – –
WKWM
38
Walter & Keenan Wealth Management
Indiana
$281K 25,500 – –
UCFA
39
United Capital Financial Advisors
Texas
$262K 23,850 +2,450 +11%
DBIA
40
Dumont & Blake Investment Advisors
New Jersey
$241K 21,950 +450 +2%
PFP
41
Pinnacle Financial Partners
Tennessee
$237K 21,500 – –
NL
42
NWAM LLC
Washington
$233K 21,225 +4,000 +23%
FFEC
43
First Financial Equity Corporation
Arizona
$210K 19,125 +19,125 New
PAG
44
Private Advisor Group
New Jersey
$203K 18,361 -288 -2%
ICOA
45
Investment Centers of America
North Dakota
$202K 18,022 -1,600 -8%
IA
46
IFP Advisors
Florida
$197K 17,893 -33,069 -65%
B
47
Bellecapital
Switzerland
$193K 17,525 – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$190K 17,242 +502 +3%
WCM
49
Windsor Capital Management
Arizona
$184K 16,804 -711 -4%
NPC
50
National Planning Corporation
California
$183K 16,492 -1,400 -8%
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