CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

109 hedge funds and large institutions have $203M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
109
Holders Change
+13
Holders Change %
+13.54%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
42
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$9.35M
2
Cohen & Steers
2
Cohen & Steers
New York
$16.2M
3
UBS Group
3
UBS Group
Switzerland
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.89M
5
Bank of America
5
Bank of America
North Carolina
$12.7M

Top Sellers

1
MGWM
1
Marks Group Wealth Management
Minnesota
$0
2
DADC
2
D.A. Davidson & Co
Montana
$5.36M
3
TYCC
3
Texas Yale Capital Corp
Florida
$0
4
DA
4
Doliver Advisors
Texas
$0
5
Invesco
5
Invesco
Georgia
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.17M 86,606 -2,659 -3%
Invesco
27
Invesco
Georgia
$1.16M 85,452 -56,483 -40%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.11M 81,651 +1,802 +2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.09M 80,653 +892 +1%
Deutsche Bank
30
Deutsche Bank
Germany
$1.08M 79,663 – –
WP
31
WealthPLAN Partners
Nebraska
$1.05M 72,739 -27,679 -28%
Stifel Financial
32
Stifel Financial
Missouri
$1.03M 75,896 +21,369 +39%
CA
33
Cetera Advisors
Colorado
$975K 71,990 -1,269 -2%
SFS
34
Shaker Financial Services
Virginia
$942K 69,595 +6,051 +10%
CTC
35
Central Trust Company
Missouri
$908K 67,063 – –
PAG
36
Private Advisor Group
New Jersey
$894K 65,967 +40,652 +161%
GWM
37
Geneos Wealth Management
Colorado
$815K 58,095 +669 +1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$652K 48,115 +5,330 +12%
FWM
39
Frontier Wealth Management
Missouri
$623K 46,000 +46,000 New
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$594K 43,840 -12,270 -22%
EGA
41
E&G Advisors
Texas
$566K 41,777 -1,000 -2%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$559K 41,300 +41,300 New
KAS
43
Kestra Advisory Services
Texas
$552K 40,444 +11,478 +40%
PPA
44
Parametric Portfolio Associates
Washington
$534K 39,407 +39,407 New
Truist Financial
45
Truist Financial
North Carolina
$523K 38,681 +698 +2%
GPFA
46
Game Plan Financial Advisors
Ohio
$488K 36,000 +36,000 New
FFA
47
Founders Financial Alliance
North Carolina
$448K 32,931 +82 +0.2%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$413K 30,500 +30,500 New
HCM
49
Hollencrest Capital Management
California
$399K 29,432 +350 +1%
CAN
50
Cetera Advisor Networks
California
$397K 29,328 +103 +0.4%
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