CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

80 hedge funds and large institutions have $134M invested in Calamos Convertible Opportunities and Income Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
38
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$8.18M
2
VIA
2
Vident Investment Advisory
Georgia
$8.77M
3
NPC
3
National Planning Corporation
California
$797K
4
Wells Fargo
4
Wells Fargo
California
$13.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.35M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.98M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
Invesco
3
Invesco
Georgia
$364K
4
Bank of America
4
Bank of America
North Carolina
$7.1M
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
Pinnacle Associates
New York
$670K 58,100 -300 -0.5%
HCM
27
Hollencrest Capital Management
California
$626K 54,275 – –
Stifel Financial
28
Stifel Financial
Missouri
$542K 46,967 +7,006 +18%
FAAS
29
First Allied Advisory Services
California
$526K 45,433 -100 -0.2%
ICOA
30
Investment Centers of America
North Dakota
$411K 35,433 +17,916 +102%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$403K 34,973 +365 +1%
GWM
32
Geneos Wealth Management
Colorado
$398K 34,586 +5,200 +18%
Invesco
33
Invesco
Georgia
$364K 31,538 -41,620 -57%
WP
34
WealthPLAN Partners
Nebraska
$362K 31,377 -1,625 -5%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$361K 31,339 +1,195 +4%
Truist Financial
36
Truist Financial
North Carolina
$343K 29,753 +746 +3%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$336K 29,202 +8,324 +40%
WKWM
38
Walter & Keenan Wealth Management
Indiana
$294K 25,500 – –
CIA
39
Capital Investment Advisors
Georgia
$284K 24,671 -3 -0%
NL
40
NWAM LLC
Washington
$278K 24,141 +1,088 +5%
DBIA
41
Dumont & Blake Investment Advisors
New Jersey
$275K 23,875 +1,750 +8%
IA
42
IFP Advisors
Florida
$259K 22,457 +2,263 +11%
FWM
43
Frontier Wealth Management
Missouri
$233K 20,168 +3,551 +21%
UCFA
44
United Capital Financial Advisors
Texas
$227K 19,690 +290 +1%
PAG
45
Private Advisor Group
New Jersey
$223K 19,223 +619 +3%
MML Investors Services
46
MML Investors Services
Massachusetts
$210K 18,222 +729 +4%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$204K 17,732 +465 +3%
B
48
Bellecapital
Switzerland
$202K 17,525 – –
KA
49
Kovack Advisors
Florida
$199K 17,290 +222 +1%
LWAC
50
Laurel Wealth Advisors (California)
California
$193K 16,810 – –
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2
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