CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

87 hedge funds and large institutions have $122M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
42
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$5.62M
2
UBS Group
2
UBS Group
Switzerland
$8.88M
3
AAM
3
Advisors Asset Management
Colorado
$8.55M
4
Invesco
4
Invesco
Georgia
$1.49M
5
Bank of America
5
Bank of America
North Carolina
$9.6M

Top Sellers

1
SCP
1
Shorepoint Capital Partners
Massachusetts
$312K
2
SFS
2
Shaker Financial Services
Virginia
$0
3
PA
3
Pinnacle Associates
New York
$146K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPL Financial
5
LPL Financial
California
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$865K 83,104 +1,650 +2%
CA
27
Cetera Advisors
Colorado
$806K 77,577 -214 -0.3%
CTC
28
Central Trust Company
Missouri
$782K 75,178 -4,050 -5%
HighTower Advisors
29
HighTower Advisors
Illinois
$764K 73,376 -3,096 -4%
RJA
30
Raymond James & Associates
Florida
$641K 61,579 +88 +0.1%
EGA
31
E&G Advisors
Texas
$604K 57,977 +27 +0%
GWM
32
Geneos Wealth Management
Colorado
$591K 56,711 +1,079 +2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$581K 55,788 +367 +0.7%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$408K 39,146 -11,768 -23%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$391K 37,595 +144 +0.4%
Truist Financial
36
Truist Financial
North Carolina
$344K 33,023 +735 +2%
TA
37
TFG Advisers
Michigan
$314K 30,230 -1,737 -5%
SCP
38
Shorepoint Capital Partners
Massachusetts
$312K 30,000 -50,000 -63%
DBIA
39
Dumont & Blake Investment Advisors
New Jersey
$290K 27,865 – –
FAAS
40
First Allied Advisory Services
California
$274K 26,637 +145 +0.5%
CAN
41
Claraphi Advisory Network
United States
$265K 25,417 +688 +3%
NL
42
NWAM LLC
Washington
$256K 24,628 -5,565 -18%
Stifel Financial
43
Stifel Financial
Missouri
$251K 24,397 +1,204 +5%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$249K 23,926 +1,500 +7%
FAM
45
Formidable Asset Management
Ohio
$245K 23,500 +250 +1%
SS
46
Sunbelt Securities
Texas
$230K 22,116 +22,116 New
CIA
47
Capital Investment Advisors
Georgia
$226K 21,690 – –
PAG
48
Private Advisor Group
New Jersey
$223K 21,445 +1,049 +5%
IFWM
49
Institute for Wealth Management
Colorado
$201K 19,324 +4,704 +32%
B
50
Bellecapital
Switzerland
$194K 18,625 +413 +2%
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