CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

88 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, 19 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$29.6M
2
Ameriprise
2
Ameriprise
Minnesota
$8.37M
3
VIA
3
Vident Investment Advisory
Georgia
$9.51M
4
AAM
4
Advisors Asset Management
Colorado
$4.29M
5
AG
5
Advisor Group
Arizona
$1.2M

Top Sellers

1
NPC
1
National Planning Corporation
California
$0
2
Bank of America
2
Bank of America
North Carolina
$6.13M
3
Wells Fargo
3
Wells Fargo
California
$12.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.3M
5
ICOA
5
Investment Centers of America
North Dakota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$679K 60,655 +29,316 +94%
EGA
27
E&G Advisors
Texas
$647K 57,792 -5,383 -9%
PA
28
Pinnacle Associates
New York
$615K 54,950 -3,150 -5%
WP
29
WealthPLAN Partners
Nebraska
$586K 52,411 +21,034 +67%
GWM
30
Geneos Wealth Management
Colorado
$469K 41,916 +7,330 +21%
FAAS
31
First Allied Advisory Services
California
$423K 37,829 -7,604 -17%
MML Investors Services
32
MML Investors Services
Massachusetts
$361K 32,224 +14,002 +77%
Truist Financial
33
Truist Financial
North Carolina
$342K 30,519 +766 +3%
OFG
34
OTA Financial Group
New York
$325K 29,057 +29,057 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$309K 27,463 -1,739 -6%
NL
36
NWAM LLC
Washington
$309K 27,614 +3,473 +14%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$290K 25,895 +12,008 +86%
WKWM
38
Walter & Keenan Wealth Management
Indiana
$285K 25,500 – –
CIA
39
Capital Investment Advisors
Georgia
$274K 24,490 -181 -0.7%
DBIA
40
Dumont & Blake Investment Advisors
New Jersey
$265K 23,675 -200 -0.8%
CRWM
41
Castle Rock Wealth Management
California
$254K 22,669 +22,669 New
FWM
42
Frontier Wealth Management
Missouri
$253K 22,648 +2,480 +12%
Stifel Financial
43
Stifel Financial
Missouri
$229K 20,360 -26,607 -57%
UCFA
44
United Capital Financial Advisors
Texas
$220K 19,690 – –
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$212K 18,932 +1,200 +7%
KA
46
Kovack Advisors
Florida
$197K 17,612 +322 +2%
B
47
Bellecapital
Switzerland
$196K 17,525 – –
IA
48
IFP Advisors
Florida
$180K 16,079 -6,378 -28%
Citadel Advisors
49
Citadel Advisors
Florida
$180K 16,107 +16,107 New
OC
50
Oppenheimer & Co
New York
$179K 15,962 +320 +2%
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