CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

87 hedge funds and large institutions have $133M invested in Calamos Convertible Opportunities and Income Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
39
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
1
Vident Investment Advisory
Georgia
$7.81M
2
UBS Group
2
UBS Group
Switzerland
$26.8M
3
Bank of America
3
Bank of America
North Carolina
$7.23M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$594K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.84M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.94M
2
OA
2
Oxbow Advisors
Texas
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$7.31M
5
Invesco
5
Invesco
Georgia
$824K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
Pinnacle Associates
New York
$658K 58,400 -50 -0.1%
HCM
27
Hollencrest Capital Management
California
$611K 54,275 – –
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$594K 14,360 +14,360 New
FAAS
29
First Allied Advisory Services
California
$514K 45,533 -11,095 -20%
Stifel Financial
30
Stifel Financial
Missouri
$448K 39,961 +1,282 +3%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$390K 34,608 +1,728 +5%
WP
32
WealthPLAN Partners
Nebraska
$372K 33,002 +24,366 +282%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$339K 30,144 +913 +3%
GWM
34
Geneos Wealth Management
Colorado
$330K 29,386 -525 -2%
Truist Financial
35
Truist Financial
North Carolina
$327K 29,007 +736 +3%
NPC
36
National Planning Corporation
California
$297K 26,256 +9,764 +59%
DA
37
Doliver Advisors
Texas
$294K 26,069 +26,069 New
WKWM
38
Walter & Keenan Wealth Management
Indiana
$287K 25,500 – –
CIA
39
Capital Investment Advisors
Georgia
$278K 24,674 -1,875 -7%
NL
40
NWAM LLC
Washington
$260K 23,053 +1,828 +9%
BTS
41
BB&T Securities
Virginia
$255K 22,689 +8,933 +65%
DBIA
42
Dumont & Blake Investment Advisors
New Jersey
$249K 22,125 +175 +0.8%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$235K 20,878 +3,636 +21%
IA
44
IFP Advisors
Florida
$227K 20,194 +2,301 +13%
UCFA
45
United Capital Financial Advisors
Texas
$218K 19,400 -4,450 -19%
PAG
46
Private Advisor Group
New Jersey
$208K 18,604 +243 +1%
ICOA
47
Investment Centers of America
North Dakota
$199K 17,517 -505 -3%
B
48
Bellecapital
Switzerland
$197K 17,525 – –
MML Investors Services
49
MML Investors Services
Massachusetts
$197K 17,493 +1,782 +11%
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$194K 17,267 +1,266 +8%
1
2
3 4