CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

97 hedge funds and large institutions have $112M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
30
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.96M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.64M
3
Cohen & Steers
3
Cohen & Steers
New York
$5.84M
4
AAM
4
Advisors Asset Management
Colorado
$7.91M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.01M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.57M
2
WP
2
WealthPLAN Partners
Nebraska
$974K
3
FAM
3
Formidable Asset Management
Ohio
$0
4
CAN
4
Cetera Advisor Networks
California
$730K
5
SS
5
Sunbelt Securities
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$824K 98,790 +11,402 +13%
MA
27
Mutual Advisors
Nebraska
$759K 90,979 +7,636 +9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$732K 87,810 +2,870 +3%
CAN
29
Cetera Advisor Networks
California
$730K 87,558 -32,060 -27%
LCM
30
Landscape Capital Management
New Jersey
$657K 78,816 +78,816 New
KOMWMG
31
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$655K 78,549 -13,185 -14%
CA
32
Cetera Advisors
Colorado
$643K 77,132 -163 -0.2%
CTC
33
Central Trust Company
Missouri
$625K 74,838 -540 -0.7%
HighTower Advisors
34
HighTower Advisors
Illinois
$608K 72,755 -425 -0.6%
HCM
35
Hollencrest Capital Management
California
$541K 64,914 -10,181 -14%
GWM
36
Geneos Wealth Management
Colorado
$457K 57,106 +2,121 +4%
EGA
37
E&G Advisors
Texas
$358K 42,977 -15,000 -26%
APW
38
Aurora Private Wealth
New Jersey
$344K 41,280 +19,365 +88%
GPFA
39
Game Plan Financial Advisors
Ohio
$317K 38,000 – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$312K 37,439 -219 -0.6%
Truist Financial
41
Truist Financial
North Carolina
$303K 36,361 +887 +3%
UCFA
42
United Capital Financial Advisors
Texas
$239K 28,603 +1,586 +6%
PCM
43
Price Capital Management
Louisiana
$237K 28,431 +28,431 New
TA
44
TFG Advisers
Michigan
$235K 28,242 -126 -0.4%
SFS
45
Shaker Financial Services
Virginia
$227K 27,168 +27,168 New
DBIA
46
Dumont & Blake Investment Advisors
New Jersey
$217K 26,055 -10 -0%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$214K 25,690 +25,690 New
FAAS
48
First Allied Advisory Services
California
$207K 24,869 -261 -1%
Jane Street
49
Jane Street
New York
$195K 23,414 +23,414 New
KM
50
Kalos Management
Georgia
$190K 20,000 +20,000 New
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