CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

113 hedge funds and large institutions have $174M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
42
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.15M
2
MCC
2
Money Concepts Capital
Florida
$689K
3
AWS
3
Atria Wealth Solutions
New York
$544K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.69M
5
AAM
5
Advisors Asset Management
Colorado
$14.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
Stifel Financial
3
Stifel Financial
Missouri
$280K
4
Wells Fargo
4
Wells Fargo
California
$15.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$925K 70,059 -24,175 -26%
CTC
27
Central Trust Company
Missouri
$875K 66,238 -700 -1%
CAG
28
Csenge Advisory Group
Florida
$724K 54,795 +8,349 +18%
PAG
29
Private Advisor Group
New Jersey
$695K 52,618 -11,175 -18%
MCC
30
Money Concepts Capital
Florida
$689K 52,180 +52,180 New
GWM
31
Geneos Wealth Management
Colorado
$569K 43,108 -2,776 -6%
AWS
32
Atria Wealth Solutions
New York
$544K 41,179 +41,179 New
EGA
33
E&G Advisors
Texas
$532K 40,277 – –
NA
34
NewEdge Advisors
Louisiana
$521K 39,443 -17,618 -31%
Invesco
35
Invesco
Georgia
$518K 39,239 -3,869 -9%
IFWM
36
Institute for Wealth Management
Colorado
$508K 38,486 +1,174 +3%
OC
37
Oppenheimer & Co
New York
$477K 36,113 +5,375 +17%
CAN
38
Cetera Advisor Networks
California
$476K 36,013 +1,609 +5%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$475K 35,948 -2,748 -7%
FFA
40
Founders Financial Alliance
North Carolina
$447K 33,827 +143 +0.4%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$428K 32,433 +2,110 +7%
WP
42
WealthPLAN Partners
Nebraska
$423K 33,689 +167 +0.5%
DBIA
43
Dumont & Blake Investment Advisors
New Jersey
$423K 32,050 +1,060 +3%
WIM
44
WealthPlan Investment Management
Nebraska
$423K 33,689 +33,689 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$411K 31,153 +31,153 New
GPFA
46
Game Plan Financial Advisors
Ohio
$396K 30,000 – –
DDC
47
DF Dent & Co
Maryland
$389K 29,418 – –
TA
48
TFG Advisers
Michigan
$379K 28,680 -500 -2%
SPIA
49
Steward Partners Investment Advisory
New York
$376K 28,478 +6,912 +32%
WE
50
Wealth Effects
Massachusetts
$372K 28,130 +40 +0.1%
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