CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

107 hedge funds and large institutions have $203M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$3.15M
2
GC
2
Guggenheim Capital
Illinois
$14.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.7M
4
NA
4
NewEdge Advisors
Louisiana
$863K
5
LPL Financial
5
LPL Financial
California
$6.42M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.7M
2
PAG
2
Private Advisor Group
New Jersey
$964K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.84M
4
KAS
4
Kestra Advisory Services
Texas
$186K
5
AAM
5
Advisors Asset Management
Colorado
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$1.42M 94,234 +1,164 +1%
Stifel Financial
27
Stifel Financial
Missouri
$1.2M 79,461 +702 +0.9%
CTC
28
Central Trust Company
Missouri
$1.01M 66,938 – –
PAG
29
Private Advisor Group
New Jersey
$964K 63,793 -108,360 -63%
NA
30
NewEdge Advisors
Louisiana
$863K 57,061 +57,061 New
CAG
31
Csenge Advisory Group
Florida
$712K 46,446 -3,193 -6%
GWM
32
Geneos Wealth Management
Colorado
$693K 45,884 -10,141 -18%
Invesco
33
Invesco
Georgia
$651K 43,108 -19,191 -31%
EGA
34
E&G Advisors
Texas
$609K 40,277 – –
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$585K 38,696 -218 -0.6%
IFWM
36
Institute for Wealth Management
Colorado
$564K 37,312 +287 +0.8%
CAN
37
Cetera Advisor Networks
California
$520K 34,404 +334 +1%
FFA
38
Founders Financial Alliance
North Carolina
$509K 33,684 +471 +1%
DBIA
39
Dumont & Blake Investment Advisors
New Jersey
$468K 30,990 -375 -1%
OC
40
Oppenheimer & Co
New York
$464K 30,738 +1,273 +4%
WP
41
WealthPLAN Partners
Nebraska
$460K 33,522 +3,193 +11%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$458K 30,323 – –
GPFA
43
Game Plan Financial Advisors
Ohio
$453K 30,000 – –
DDC
44
DF Dent & Co
Maryland
$445K 29,418 +29,418 New
TA
45
TFG Advisers
Michigan
$441K 29,180 +299 +1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$424K 28,016 -1,332 -5%
WE
47
Wealth Effects
Massachusetts
$424K 28,090 +28,090 New
HCM
48
Hollencrest Capital Management
California
$417K 27,555 -2,943 -10%
SWP
49
Stratos Wealth Partners
Ohio
$411K 27,171 -398 -1%
KPWS
50
Kestra Private Wealth Services
Texas
$399K 26,425 +137 +0.5%
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