CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

96 hedge funds and large institutions have $155M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
37
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.59M
2
Cohen & Steers
2
Cohen & Steers
New York
$9.61M
3
WAM
3
Wolverine Asset Management
Illinois
$3.22M
4
LCM
4
Landscape Capital Management
New Jersey
$1.65M
5
AAM
5
Advisors Asset Management
Colorado
$12.7M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$0
2
GC
2
Guggenheim Capital
Illinois
$9.88M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.72M
4
TYCC
4
Texas Yale Capital Corp
Florida
$830K
5
Wells Fargo
5
Wells Fargo
California
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.03M 93,549 +295 +0.3%
SPC
27
Sigma Planning Corp
Michigan
$1.01M 91,779 -9,297 -9%
RJA
28
Raymond James & Associates
Florida
$982K 89,265 -59,345 -40%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$878K 79,849 -9,485 -11%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$877K 79,761 +17,897 +29%
Deutsche Bank
31
Deutsche Bank
Germany
$876K 79,663 – –
TYCC
32
Texas Yale Capital Corp
Florida
$830K 75,447 -87,535 -54%
DA
33
Doliver Advisors
Texas
$822K 74,694 +42,633 +133%
CA
34
Cetera Advisors
Colorado
$806K 73,259 -2,131 -3%
CRC
35
Curi RMB Capital
Illinois
$794K 72,150 +72,150 New
CTC
36
Central Trust Company
Missouri
$737K 67,063 – –
AA
37
AQR Arbitrage
Connecticut
$711K 64,599 +64,599 New
SFS
38
Shaker Financial Services
Virginia
$699K 63,544 +44,042 +226%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$660K 56,110 -30,200 -35%
GWM
40
Geneos Wealth Management
Colorado
$624K 57,426 +540 +0.9%
Stifel Financial
41
Stifel Financial
Missouri
$600K 54,527 +29,621 +119%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$472K 42,785 +5,270 +14%
EGA
43
E&G Advisors
Texas
$471K 42,777 – –
Truist Financial
44
Truist Financial
North Carolina
$418K 37,983 +758 +2%
AAS
45
Avantax Advisory Services
Texas
$379K 34,487 +20,986 +155%
KPWS
46
Kestra Private Wealth Services
Texas
$374K 34,032 +34,032 New
FFA
47
Founders Financial Alliance
North Carolina
$363K 32,849 +32,849 New
CAN
48
Cetera Advisor Networks
California
$321K 29,225 -23,984 -45%
HCM
49
Hollencrest Capital Management
California
$320K 29,082 +378 +1%
KAS
50
Kestra Advisory Services
Texas
$319K 28,966 +28,966 New
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