CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

86 hedge funds and large institutions have $118M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
86
Holders Change
-12
Holders Change %
-12.24%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
31
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.16M
2
AAM
2
Advisors Asset Management
Colorado
$7.99M
3
WP
3
WealthPLAN Partners
Nebraska
$1.34M
4
GC
4
Guggenheim Capital
Illinois
$9.1M
5
DADC
5
D.A. Davidson & Co
Montana
$3.94M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
SFS
2
Shaker Financial Services
Virginia
$384K
3
TYCC
3
Texas Yale Capital Corp
Florida
$931K
4
LPL Financial
4
LPL Financial
California
$3.79M
5
CAN
5
Cetera Advisor Networks
California
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
26
Central Trust Company
Missouri
$850K 79,228 -8,615 -10%
SCP
27
Shorepoint Capital Partners
Massachusetts
$840K 80,000 +80,000 New
CA
28
Cetera Advisors
Colorado
$814K 77,791 -3,158 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$803K 76,472 +103 +0.1%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$756K 71,959 +5,680 +9%
RJA
31
Raymond James & Associates
Florida
$646K 61,491 -22,962 -27%
EGA
32
E&G Advisors
Texas
$609K 57,950 +26 +0%
GWM
33
Geneos Wealth Management
Colorado
$584K 55,632 +1,169 +2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$582K 55,421 +9,917 +22%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$535K 50,914 -611 -1%
PA
36
Pinnacle Associates
New York
$500K 47,600 -1,300 -3%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$393K 37,451 -3,200 -8%
SFS
38
Shaker Financial Services
Virginia
$384K 36,600 -139,926 -79%
Truist Financial
39
Truist Financial
North Carolina
$339K 32,288 +726 +2%
TA
40
TFG Advisers
Michigan
$335K 31,967 -1,691 -5%
NL
41
NWAM LLC
Washington
$317K 30,193 +1,758 +6%
DBIA
42
Dumont & Blake Investment Advisors
New Jersey
$293K 27,865 -450 -2%
FAAS
43
First Allied Advisory Services
California
$278K 26,492 +2,034 +8%
CAN
44
Claraphi Advisory Network
United States
$260K 24,729 +365 +1%
FAM
45
Formidable Asset Management
Ohio
$244K 23,250 +23,250 New
Stifel Financial
46
Stifel Financial
Missouri
$242K 23,193 -2,324 -9%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$237K 22,583 +22,583 New
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$236K 22,426 +4,000 +22%
CIA
49
Capital Investment Advisors
Georgia
$228K 21,690 +1,200 +6%
PAG
50
Private Advisor Group
New Jersey
$214K 20,396 +1,950 +11%
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