Calamos Convertible Opportunities and Income Fund
90 hedge funds and large institutions have $118M invested in Calamos Convertible Opportunities and Income Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
18% more capital invested
Capital invested by funds: $100M → $118M (+$18M)
1.25% more ownership
Funds ownership: 12.87% → 14.12% (+1.2%)
1% more funds holding
Funds holding: 89 → 90 (+1)
17% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 30
Top Buyers
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.15M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$780K |
| 3 |
Morgan Stanley
New York
|
+$612K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$584K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$502K |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$879K |
| 2 |
Millennium Management
New York
|
-$860K |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$616K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$521K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$492K |
CHI Hedge Fund Activity: Q2 2018 in Review
90 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q2 2018, worth a combined $118M — up 18% from $100M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CHI positions and 9 closed out — a net gain of 3 holders — while 25 added to existing stakes and 30 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $2.15M. The largest seller was Ameriprise, cutting an estimated $879K.
- 90 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q2 2018, up from 89 in Q1 2018.
- Funds reported $118M of Calamos Convertible Opportunities and Income Fund stock for Q2 2018, up 18% quarter-over-quarter.
- 12 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q2 2018 and 9 closed out, a net change of +3 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q2 2018 was Cetera Advisor Networks, an estimated $2.15M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q2 2018 was Ameriprise, an estimated $879K sold.
Based on aggregated 13F filings for Q2 2018.