CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

104 hedge funds and large institutions have $200M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
36
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$2.58M
2
EGA
2
E&G Advisors
Texas
$603K
3
HI
3
Harbour Investments
Wisconsin
$3.1M
4
LPL Financial
4
LPL Financial
California
$5.59M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.94M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
GC
2
Guggenheim Capital
Illinois
$12.6M
3
Cohen & Steers
3
Cohen & Steers
New York
$5.35M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.44M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.67M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$1.39M 93,070 -5,452 -6%
Stifel Financial
27
Stifel Financial
Missouri
$1.18M 78,759 +500 +0.6%
CTC
28
Central Trust Company
Missouri
$1M 66,938 – –
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$999K 66,728 -7,801 -10%
Invesco
30
Invesco
Georgia
$933K 62,299 -14,518 -19%
GWM
31
Geneos Wealth Management
Colorado
$847K 56,025 -1,426 -2%
CAG
32
Csenge Advisory Group
Florida
$751K 49,639 +3,193 +7%
KAS
33
Kestra Advisory Services
Texas
$670K 44,733 -414 -0.9%
EGA
34
E&G Advisors
Texas
$603K 40,277 +40,277 New
Truist Financial
35
Truist Financial
North Carolina
$601K 40,114 – –
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$583K 38,914 -2,576 -6%
IFWM
37
Institute for Wealth Management
Colorado
$554K 37,025 +3,954 +12%
CAN
38
Cetera Advisor Networks
California
$510K 34,070 +2,782 +9%
FFA
39
Founders Financial Alliance
North Carolina
$497K 33,213 +113 +0.3%
DBIA
40
Dumont & Blake Investment Advisors
New Jersey
$470K 31,365 -300 -0.9%
WP
41
WealthPLAN Partners
Nebraska
$459K 30,329 -7,928 -21%
HCM
42
Hollencrest Capital Management
California
$457K 30,498 +358 +1%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$453K 30,323 +467 +2%
GPFA
44
Game Plan Financial Advisors
Ohio
$449K 30,000 – –
OC
45
Oppenheimer & Co
New York
$441K 29,465 +1,003 +4%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$439K 29,348 -3,422 -10%
TA
47
TFG Advisers
Michigan
$432K 28,881 +1,033 +4%
SWP
48
Stratos Wealth Partners
Ohio
$413K 27,569 +2,219 +9%
KPWS
49
Kestra Private Wealth Services
Texas
$394K 26,288 -7,159 -21%
FAIM
50
Financial Advocates Investment Management
Washington
$385K 25,702 +5,055 +24%
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