CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

95 hedge funds and large institutions have $139M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
38
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MGWM
1
Marks Group Wealth Management
Minnesota
$2.8M
2
GC
2
Guggenheim Capital
Illinois
$11.5M
3
SIC
3
Samalin Investment Counsel
New York
$1.48M
4
UBS Group
4
UBS Group
Switzerland
$10.8M
5
KOMWMG
5
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$12.7M
3
Ameriprise
3
Ameriprise
Minnesota
$2.82M
4
AG
4
Advisor Group
Arizona
$1.08M
5
HCM
5
Hollencrest Capital Management
California
$826K
Name Market Value Shares Shares
Change 		Shares
Change %
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$961K 87,388 -11,709 -12%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$934K 84,940 +1,836 +2%
MA
28
Mutual Advisors
Nebraska
$917K 83,343 -10,442 -11%
CA
29
Cetera Advisors
Colorado
$854K 77,295 -282 -0.4%
CTC
30
Central Trust Company
Missouri
$829K 75,378 +200 +0.3%
HCM
31
Hollencrest Capital Management
California
$826K 75,095 -20,185 -21%
HighTower Advisors
32
HighTower Advisors
Illinois
$805K 73,180 -196 -0.3%
RJA
33
Raymond James & Associates
Florida
$712K 64,713 +3,134 +5%
EGA
34
E&G Advisors
Texas
$638K 57,977 – –
GWM
35
Geneos Wealth Management
Colorado
$613K 54,985 -1,726 -3%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$432K 39,287 +141 +0.4%
GPFA
37
Game Plan Financial Advisors
Ohio
$418K 38,000 +38,000 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$415K 37,658 +63 +0.2%
Truist Financial
39
Truist Financial
North Carolina
$390K 35,474 +2,451 +7%
Stifel Financial
40
Stifel Financial
Missouri
$344K 30,986 +6,589 +27%
TA
41
TFG Advisers
Michigan
$312K 28,368 -1,862 -6%
UCFA
42
United Capital Financial Advisors
Texas
$297K 27,017 +8,815 +48%
CAN
43
Claraphi Advisory Network
United States
$290K 26,326 +909 +4%
NL
44
NWAM LLC
Washington
$288K 26,173 +1,545 +6%
DBIA
45
Dumont & Blake Investment Advisors
New Jersey
$287K 26,065 -1,800 -6%
FAM
46
Formidable Asset Management
Ohio
$277K 25,150 +1,650 +7%
FAAS
47
First Allied Advisory Services
California
$276K 25,130 -1,507 -6%
SCP
48
Shorepoint Capital Partners
Massachusetts
$275K 25,000 -5,000 -17%
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$266K 24,226 +300 +1%
SS
50
Sunbelt Securities
Texas
$248K 22,537 +421 +2%
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