CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

105 hedge funds and large institutions have $206M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
41
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$22.7M
2
GC
2
Guggenheim Capital
Illinois
$13.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.22M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.31M
5
Wells Fargo
5
Wells Fargo
California
$19.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.6M
2
KIM
2
Karpus Investment Management
New York
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$6.3M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
CA
5
Cetera Advisors
Colorado
$179K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$1.5M 98,522 -9,911 -9%
Deutsche Bank
27
Deutsche Bank
Germany
$1.21M 79,663 – –
Stifel Financial
28
Stifel Financial
Missouri
$1.19M 78,259 -376 -0.5%
Invesco
29
Invesco
Georgia
$1.17M 76,817 +6,360 +9%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$1.13M 74,529 +13,661 +22%
CTC
31
Central Trust Company
Missouri
$1.02M 66,938 – –
GWM
32
Geneos Wealth Management
Colorado
$886K 57,451 -187 -0.3%
CAG
33
Csenge Advisory Group
Florida
$712K 46,446 +5,808 +14%
KAS
34
Kestra Advisory Services
Texas
$685K 45,147 +21,207 +89%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$629K 41,490 +625 +2%
EGA
36
E&G Advisors
Texas
– – -40,277 Closed
Truist Financial
37
Truist Financial
North Carolina
$608K 40,114 +737 +2%
WP
38
WealthPLAN Partners
Nebraska
$595K 38,257 -1,189 -3%
B
39
Bellecapital
Switzerland
$588K 38,764 +17,522 +82%
KPWS
40
Kestra Private Wealth Services
Texas
$507K 33,447 +3,019 +10%
FFA
41
Founders Financial Alliance
North Carolina
$503K 33,100 +58 +0.2%
IFWM
42
Institute for Wealth Management
Colorado
$502K 33,071 +4,897 +17%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$497K 32,770 -3,986 -11%
DBIA
44
Dumont & Blake Investment Advisors
New Jersey
$480K 31,665 +645 +2%
CAN
45
Cetera Advisor Networks
California
$475K 31,288 +508 +2%
HCM
46
Hollencrest Capital Management
California
$457K 30,140 +360 +1%
GPFA
47
Game Plan Financial Advisors
Ohio
$455K 30,000 -2,000 -6%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$452K 29,856 +19 +0.1%
OC
49
Oppenheimer & Co
New York
$432K 28,462 +1,103 +4%
TA
50
TFG Advisers
Michigan
$422K 27,848 -520 -2%
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