CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

102 hedge funds and large institutions have $129M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
-6
Holders Change %
-5.56%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
32
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$1.09M
2
AAS
2
Avantax Advisory Services
Texas
$1.58M
3
WAM
3
Wolverine Asset Management
Illinois
$458K
4
RCA
4
Reitz Capital Advisors
Michigan
$2.83M
5
AWS
5
Atria Wealth Solutions
New York
$435K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$6.83M
2
UBS Group
2
UBS Group
Switzerland
$12.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.63M
4
GWM
4
Geneos Wealth Management
Colorado
$81K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$895K 92,811 -450 -0.5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$827K 85,671 +8,613 +11%
SPC
28
Sigma Planning Corp
Michigan
$791K 81,890 +2,874 +4%
MA
29
Mutual Advisors
Nebraska
$774K 80,147 -991 -1%
OC
30
Oppenheimer & Co
New York
$670K 69,332 +20,504 +42%
CTC
31
Central Trust Company
Missouri
$630K 65,238 -300 -0.5%
WAM
32
Wolverine Asset Management
Illinois
$458K 47,491 +47,491 New
AWS
33
Atria Wealth Solutions
New York
$435K 44,989 +24,500 +120%
CAN
34
Cetera Advisor Networks
California
$393K 40,680 +4,277 +12%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$373K 38,630 +2,076 +6%
EGA
36
E&G Advisors
Texas
$367K 37,977 -2,300 -6%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$338K 35,059 -2,034 -5%
PAG
38
Private Advisor Group
New Jersey
$330K 34,108 -17,257 -34%
NA
39
NewEdge Advisors
Louisiana
$330K 34,178 – –
IFWM
40
Institute for Wealth Management
Colorado
$327K 33,874 -4,073 -11%
FFA
41
Founders Financial Alliance
North Carolina
$327K 33,812 -1,561 -4%
Invesco
42
Invesco
Georgia
$318K 32,941 -13,117 -28%
DBIA
43
Dumont & Blake Investment Advisors
New Jersey
$303K 31,370 -680 -2%
GPFA
44
Game Plan Financial Advisors
Ohio
$300K 31,075 +1,075 +4%
DDC
45
DF Dent & Co
Maryland
$284K 29,418 – –
SIMG
46
Sonora Investment Management Group
Arizona
$282K 26,350 – –
SPIA
47
Steward Partners Investment Advisory
New York
$270K 27,984 +1,806 +7%
TA
48
TFG Advisers
Michigan
$266K 27,546 -836 -3%
WE
49
Wealth Effects
Massachusetts
$263K 27,228 -950 -3%
LMKC
50
L.M. Kohn & Company
Ohio
$246K 25,444 +1,314 +5%
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