CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $145M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+4
Holders Change %
+3.92%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
33
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
1
Lindbrook Capital
California
$4M
2
MGWM
2
Marks Group Wealth Management
Minnesota
$958K
3
GC
3
Guggenheim Capital
Illinois
$8.18M
4
MCC
4
Money Concepts Capital
Florida
$664K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.06M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$8.9M
2
BPA
2
Beacon Pointe Advisors
California
$608K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.24M
4
Wells Fargo
4
Wells Fargo
California
$11.7M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.06M 100,780 +15,109 +18%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.06M 100,433 +61,803 +160%
HighTower Advisors
28
HighTower Advisors
Illinois
$990K 93,861 +1,050 +1%
MGWM
29
Marks Group Wealth Management
Minnesota
$958K 91,134 +91,134 New
OC
30
Oppenheimer & Co
New York
$951K 90,490 +21,158 +31%
SPC
31
Sigma Planning Corp
Michigan
$918K 87,363 +5,473 +7%
MA
32
Mutual Advisors
Nebraska
$837K 79,652 -495 -0.6%
CTC
33
Central Trust Company
Missouri
$686K 65,238 – –
MCC
34
Money Concepts Capital
Florida
$664K 63,200 +63,200 New
SWP
35
Semus Wealth Partners
Florida
$640K 60,870 +60,870 New
BPA
36
Beacon Pointe Advisors
California
$608K 57,887 -61,200 -51%
Invesco
37
Invesco
Georgia
$561K 53,409 +20,468 +62%
CAN
38
Cetera Advisor Networks
California
$468K 44,520 +3,840 +9%
AWS
39
Atria Wealth Solutions
New York
$464K 43,920 -1,069 -2%
EGA
40
E&G Advisors
Texas
$399K 37,977 – –
NA
41
NewEdge Advisors
Louisiana
$362K 34,478 +300 +0.9%
FFA
42
Founders Financial Alliance
North Carolina
$357K 33,990 +178 +0.5%
IFWM
43
Institute for Wealth Management
Colorado
$356K 33,842 -32 -0.1%
SPIA
44
Steward Partners Investment Advisory
New York
$341K 32,473 +4,489 +16%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$334K 31,823 -3,236 -9%
GPFA
46
Game Plan Financial Advisors
Ohio
$327K 31,075 – –
DBIA
47
Dumont & Blake Investment Advisors
New Jersey
$321K 30,550 -820 -3%
Stifel Financial
48
Stifel Financial
Missouri
$319K 30,373 +6,549 +27%
DDC
49
DF Dent & Co
Maryland
$312K 29,678 +260 +0.9%
WE
50
Wealth Effects
Massachusetts
$286K 27,184 -44 -0.2%
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