CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

113 hedge funds and large institutions have $141M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
113
Holders Change
+7
Holders Change %
+6.6%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
39
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.3M
2
Ameriprise
2
Ameriprise
Minnesota
$4.67M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$428K
4
OFG
4
OTA Financial Group
New York
$398K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.01M
2
GC
2
Guggenheim Capital
Illinois
$7.01M
3
Wells Fargo
3
Wells Fargo
California
$10.6M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$407K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.04M 98,311 +4,450 +5%
EWA
27
EP Wealth Advisors
California
$1.01M 1,878 -10,122 -84%
MGWM
28
Marks Group Wealth Management
Minnesota
$988K 93,898 +2,764 +3%
SPC
29
Sigma Planning Corp
Michigan
$935K 88,843 +1,480 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$736K 69,981 -30,799 -31%
MA
31
Mutual Advisors
Nebraska
$727K 69,102 -10,550 -13%
CTC
32
Central Trust Company
Missouri
$662K 62,938 -2,300 -4%
SWP
33
Semus Wealth Partners
Florida
$637K 60,593 -277 -0.5%
Invesco
34
Invesco
Georgia
$568K 54,015 +606 +1%
BPA
35
Beacon Pointe Advisors
California
$547K 52,005 -5,882 -10%
AWS
36
Atria Wealth Solutions
New York
$478K 45,431 +1,511 +3%
CAN
37
Cetera Advisor Networks
California
$461K 43,860 -660 -1%
IFWM
38
Institute for Wealth Management
Colorado
$457K 43,444 +9,602 +28%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$428K 40,707 +40,707 New
EGA
40
E&G Advisors
Texas
$408K 38,777 +800 +2%
NA
41
NewEdge Advisors
Louisiana
$407K 39,482 +5,004 +15%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$407K 38,674 -61,759 -61%
OFG
43
OTA Financial Group
New York
$398K 37,853 +37,853 New
CG
44
Colony Group
Massachusetts
$390K 37,026 +37,026 New
FFA
45
Founders Financial Alliance
North Carolina
$356K 33,863 -127 -0.4%
SPIA
46
Steward Partners Investment Advisory
New York
$345K 32,817 +344 +1%
MWM
47
Mission Wealth Management
California
$336K 31,920 +31,920 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$334K 31,823 – –
DBIA
49
Dumont & Blake Investment Advisors
New Jersey
$330K 31,370 +820 +3%
DDC
50
DF Dent & Co
Maryland
$315K 29,918 +240 +0.8%
1
2
3 4 5