CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $201M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
41
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.9M
2
UBS Group
2
UBS Group
Switzerland
$18.7M
3
KIM
3
Karpus Investment Management
New York
$2.68M
4
HI
4
Harbour Investments
Wisconsin
$2.54M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$7.96M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
GC
5
Guggenheim Capital
Illinois
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
26
Frontier Wealth Management
Missouri
$1.36M 95,548 +49,548 +108%
RJA
27
Raymond James & Associates
Florida
$1.18M 82,755 -3,851 -4%
Deutsche Bank
28
Deutsche Bank
Germany
$1.13M 79,663 – –
Stifel Financial
29
Stifel Financial
Missouri
$1.12M 78,635 +2,739 +4%
Invesco
30
Invesco
Georgia
$1M 70,457 -14,995 -18%
CA
31
Cetera Advisors
Colorado
$978K 68,801 -3,189 -4%
CTC
32
Central Trust Company
Missouri
$952K 66,938 -125 -0.2%
CCP
33
Clough Capital Partners
Massachusetts
$919K 64,600 +64,600 New
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$866K 60,868 +17,028 +39%
GWM
35
Geneos Wealth Management
Colorado
$857K 57,638 -457 -0.8%
SFS
36
Shaker Financial Services
Virginia
$730K 51,312 -18,283 -26%
AA
37
AQR Arbitrage
Connecticut
$689K 48,431 -55,619 -53%
CAG
38
Csenge Advisory Group
Florida
$622K 40,638 +40,638 New
WP
39
WealthPLAN Partners
Nebraska
$590K 39,446 -33,293 -46%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$581K 40,865 -46,234 -53%
EGA
41
E&G Advisors
Texas
$573K 40,277 -1,500 -4%
Truist Financial
42
Truist Financial
North Carolina
$560K 39,377 +696 +2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$523K 36,756 -11,359 -24%
FFA
44
Founders Financial Alliance
North Carolina
$484K 33,042 +111 +0.3%
GPFA
45
Game Plan Financial Advisors
Ohio
$456K 32,000 -4,000 -11%
DBIA
46
Dumont & Blake Investment Advisors
New Jersey
$441K 31,020 +4,965 +19%
CAN
47
Cetera Advisor Networks
California
$438K 30,780 +1,452 +5%
KPWS
48
Kestra Private Wealth Services
Texas
$433K 30,428 +2,230 +8%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$424K 29,837 +1,078 +4%
HCM
50
Hollencrest Capital Management
California
$423K 29,780 +348 +1%
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