CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

98 hedge funds and large institutions have $112M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
34
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$6.21M
2
SFS
2
Shaker Financial Services
Virginia
$1.79M
3
GC
3
Guggenheim Capital
Illinois
$7.82M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.9M
5
TYCC
5
Texas Yale Capital Corp
Florida
$1.8M

Top Sellers

1
VBFG
1
Vishria Bird Financial Group
Tennessee
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
WAM
4
Wolverine Asset Management
Illinois
$2.65M
5
CTC
5
Central Trust Company
Missouri
$891K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$802K 79,058 +3,393 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$774K 76,369 +772 +1%
SPC
28
Sigma Planning Corp
Michigan
$719K 70,875 -9,640 -12%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$672K 66,279 +21,840 +49%
EGA
30
E&G Advisors
Texas
$588K 57,924 +27 +0%
GWM
31
Geneos Wealth Management
Colorado
$552K 54,463 -912 -2%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$523K 51,525 -4,653 -8%
PA
33
Pinnacle Associates
New York
$496K 48,900 -2,250 -4%
Invesco
34
Invesco
Georgia
$485K 47,855 +47,855 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$462K 45,504 +45,504 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$412K 40,651 +6,787 +20%
MML Investors Services
37
MML Investors Services
Massachusetts
$351K 34,576 -7,378 -18%
TA
38
TFG Advisers
Michigan
$341K 33,658 -67 -0.2%
Truist Financial
39
Truist Financial
North Carolina
$320K 31,562 -801 -2%
WP
40
WealthPLAN Partners
Nebraska
$313K 29,884 +3,860 +15%
FWM
41
Frontier Wealth Management
Missouri
$294K 28,935 -2,330 -7%
NL
42
NWAM LLC
Washington
$288K 28,435 +812 +3%
DBIA
43
Dumont & Blake Investment Advisors
New Jersey
$287K 28,315 -750 -3%
Stifel Financial
44
Stifel Financial
Missouri
$255K 25,517 +8,276 +48%
FAAS
45
First Allied Advisory Services
California
$249K 24,458 -3,600 -13%
CAN
46
Claraphi Advisory Network
United States
$247K 24,364 +20 +0.1%
CCP
47
Clough Capital Partners
Massachusetts
$239K 23,600 – –
Millennium Management
48
Millennium Management
New York
$230K 22,700 +8,500 +60%
SIM
49
Sonora Investment Management
Arizona
$214K 21,135 +1,600 +8%
CIA
50
Capital Investment Advisors
Georgia
$208K 20,490 – –
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