CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

108 hedge funds and large institutions have $146M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
108
Holders Change
-5
Holders Change %
-4.42%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
37
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Harbour Investments
Wisconsin
$1.88M
2
CW
2
Connectus Wealth
Ohio
$1.75M
3
BPA
3
Beacon Pointe Advisors
California
$1.28M
4
UBS Group
4
UBS Group
Switzerland
$14.7M
5
LPL Financial
5
LPL Financial
California
$6.02M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.4M
2
CAG
2
Csenge Advisory Group
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$9.89M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$825K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$999K 93,261 -2,280 -2%
MA
27
Mutual Advisors
Nebraska
$870K 81,138 +11,079 +16%
SPC
28
Sigma Planning Corp
Michigan
$847K 79,016 +3,973 +5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$825K 77,058 -34,843 -31%
CTC
30
Central Trust Company
Missouri
$702K 65,538 -700 -1%
PAG
31
Private Advisor Group
New Jersey
$551K 51,365 -1,253 -2%
OC
32
Oppenheimer & Co
New York
$523K 48,828 +12,715 +35%
Invesco
33
Invesco
Georgia
$494K 46,058 +6,819 +17%
GWM
34
Geneos Wealth Management
Colorado
$483K 43,636 +528 +1%
EGA
35
E&G Advisors
Texas
$432K 40,277 – –
IFWM
36
Institute for Wealth Management
Colorado
$407K 37,947 -539 -1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$397K 36,554 +606 +2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$397K 37,093 +4,660 +14%
CAN
39
Cetera Advisor Networks
California
$390K 36,403 +390 +1%
FFA
40
Founders Financial Alliance
North Carolina
$379K 35,373 +1,546 +5%
NA
41
NewEdge Advisors
Louisiana
$366K 34,178 -5,265 -13%
UCFA
42
United Capital Financial Advisors
Texas
$362K 33,746 +10,065 +43%
DBIA
43
Dumont & Blake Investment Advisors
New Jersey
$344K 32,050 – –
GPFA
44
Game Plan Financial Advisors
Ohio
$322K 30,000 – –
DDC
45
DF Dent & Co
Maryland
$315K 29,418 – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$313K 29,237 -1,916 -6%
TA
47
TFG Advisers
Michigan
$304K 28,382 -298 -1%
WE
48
Wealth Effects
Massachusetts
$302K 28,178 +48 +0.2%
SIMG
49
Sonora Investment Management Group
Arizona
$282K 26,350 +3,300 +14%
SPIA
50
Steward Partners Investment Advisory
New York
$281K 26,178 -2,300 -8%
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