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CHI

Calamos Convertible Opportunities and Income Fund
CHI

89 hedge funds and large institutions have $136M invested in Calamos Convertible Opportunities and Income Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

10% more funds holding

Funds holding: 81 → 89 (+8)

2% more capital invested

Capital invested by funds: $134M → $136M (+$2.11M)

0.76% more ownership

Funds ownership: 16.59% → 17.35% (+0.76%)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.09M
2
Ameriprise
Ameriprise
Minnesota
+$1.22M
3
VIA
Vident Investment Advisory
Georgia
+$1.02M
4
AAM
Advisors Asset Management
Colorado
+$750K
5
AG
Advisor Group
Arizona
+$496K

Top Sellers

1
NPC
National Planning Corporation
California
-$797K
2
Bank of America
Bank of America
North Carolina
-$788K
3
Wells Fargo
Wells Fargo
California
-$620K
4
Morgan Stanley
Morgan Stanley
New York
-$534K
5
ICOA
Investment Centers of America
North Dakota
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$679K +$336K +29,316 +94%
EGA
27
E&G Advisors
Texas
$647K -$61.8K -5,383 -9%
PA
28
Pinnacle Associates
New York
$615K -$36.1K -3,150 -5%
WP
29
WealthPLAN Partners
Nebraska
$586K +$241K +21,034 +67%
GWM
30
Geneos Wealth Management
Colorado
$469K +$84.1K +7,330 +21%
FAAS
31
First Allied Advisory Services
California
$423K -$87.2K -7,604 -17%
MML Investors Services
32
MML Investors Services
Massachusetts
$361K +$161K +14,002 +77%
Truist Financial
33
Truist Financial
North Carolina
$342K +$8.79K +766 +3%
OFG
34
OTA Financial Group
New York
$325K +$333K +29,057 New
FNT
35
First Nebraska Trust
Nebraska
$317K -$10K -875 -3%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$309K -$19.9K -1,739 -6%
NL
37
NWAM LLC
Washington
$309K +$39.8K +3,473 +14%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$290K +$138K +12,008 +86%
WKWM
39
Walter & Keenan Wealth Management
Indiana
$285K – – –
CIA
40
Capital Investment Advisors
Georgia
$274K -$2.08K -181 -0.7%
DBIA
41
Dumont & Blake Investment Advisors
New Jersey
$265K -$2.29K -200 -0.8%
CRWM
42
Castle Rock Wealth Management
California
$254K +$260K +22,669 New
FWM
43
Frontier Wealth Management
Missouri
$253K +$28.4K +2,480 +12%
Stifel Financial
44
Stifel Financial
Missouri
$229K -$305K -26,607 -57%
UCFA
45
United Capital Financial Advisors
Texas
$220K – – –
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$212K +$13.8K +1,200 +7%
KA
47
Kovack Advisors
Florida
$197K +$3.69K +322 +2%
B
48
Bellecapital
Switzerland
$196K – – –
IA
49
IFP Advisors
Florida
$180K -$73.2K -6,378 -28%
Citadel Advisors
50
Citadel Advisors
Florida
$180K +$185K +16,107 New
1
2
3 4

CHI Hedge Fund Activity: Q4 2017 in Review

89 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2017, worth a combined $136M — up 1.6% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CHI positions and 7 closed out — a net gain of 8 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was UBS Group, adding an estimated $3.09M. The largest seller was National Planning Corporation, exiting entirely with an estimated $797K sold.

  • 89 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2017, up from 81 in Q3 2017.
  • Funds reported $136M of Calamos Convertible Opportunities and Income Fund stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 15 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2017 and 7 closed out, a net change of +8 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2017 was UBS Group, an estimated $3.09M added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2017 was National Planning Corporation, an estimated $797K sold.

Based on aggregated 13F filings for Q4 2017.