CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 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, 29 reducing their positions, and 9 closing their positions.

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
25
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VBFG
1
Vishria Bird Financial Group
Tennessee
$8.93M
2
CAN
2
Cetera Advisor Networks
California
$2.2M
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.7M
4
CA
4
Cetera Advisors
Colorado
$796K
5
Morgan Stanley
5
Morgan Stanley
New York
$13.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.32M
2
Millennium Management
2
Millennium Management
New York
$234K
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$12K
4
UBS Group
4
UBS Group
Switzerland
$7.35M
5
AG
5
Advisor Group
Arizona
$678K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$796K 67,752 +67,752 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$759K 64,346 -5,133 -7%
EGA
28
E&G Advisors
Texas
$682K 57,844 +26 +0%
AG
29
Advisor Group
Arizona
$678K 57,457 -42,720 -43%
CP
30
Camelot Portfolios
Ohio
$635K 53,827 -27,090 -33%
PA
31
Pinnacle Associates
New York
$608K 51,550 -200 -0.4%
GWM
32
Geneos Wealth Management
Colorado
$582K 49,431 +6,440 +15%
FAAS
33
First Allied Advisory Services
California
$465K 39,373 -1,747 -4%
MA
34
Mutual Advisors
Nebraska
$455K 38,596 +38,596 New
IA
35
IFP Advisors
Florida
$431K 36,523 +20,444 +127%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$388K 32,814 +1,325 +4%
MML Investors Services
37
MML Investors Services
Massachusetts
$372K 31,555 -814 -3%
FWM
38
Frontier Wealth Management
Missouri
$371K 31,432 +9,293 +42%
Truist Financial
39
Truist Financial
North Carolina
$369K 31,304 -3,293 -10%
NL
40
NWAM LLC
Washington
$360K 30,537 -42 -0.1%
CRWM
41
Castle Rock Wealth Management
California
$343K 29,057 +29,057 New
CIA
42
Capital Investment Advisors
Georgia
$289K 24,490 – –
CAN
43
Claraphi Advisory Network
United States
$285K 24,184 -668 -3%
William Blair & Company
44
William Blair & Company
Illinois
$285K 24,157 +24,157 New
DBIA
45
Dumont & Blake Investment Advisors
New Jersey
$283K 23,975 – –
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$259K 21,976 +1,455 +7%
Millennium Management
47
Millennium Management
New York
$234K 19,873 -74,647 -79%
Stifel Financial
48
Stifel Financial
Missouri
$234K 19,768 -1,925 -9%
LWAC
49
Laurel Wealth Advisors (California)
California
$233K 19,784 +552 +3%
SIM
50
Sonora Investment Management
Arizona
$219K 18,535 +18,535 New
1
2
3 4