Calamos Convertible Opportunities and Income Fund
115 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, 43 increasing their positions, 31 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
39% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 31
6% more funds holding
Funds holding: 109 → 115 (+6)
0.65% less ownership
Funds ownership: 18.9% → 18.26% (-0.65%)
14% less capital invested
Capital invested by funds: $203M → $174M (-$28.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.17M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$703K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$499K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$466K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$420K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.91M |
| 2 |
Morgan Stanley
New York
|
-$1.02M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$785K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$654K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$563K |
CHI Hedge Fund Activity: Q1 2022 in Review
115 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q1 2022, worth a combined $174M — down 14% from $203M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CHI positions and 7 closed out — a net gain of 8 holders — while 43 added to existing stakes and 31 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $1.17M. The largest seller was Royal Bank of Canada, cutting an estimated $1.91M.
- 115 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q1 2022, up from 109 in Q4 2021.
- Funds reported $174M of Calamos Convertible Opportunities and Income Fund stock for Q1 2022, down 14% quarter-over-quarter.
- 15 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q1 2022 and 7 closed out, a net change of +8 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q1 2022 was Avantax Advisory Services, an estimated $1.17M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q1 2022 was Royal Bank of Canada, an estimated $1.91M sold.
Based on aggregated 13F filings for Q1 2022.