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CHI

Calamos Convertible Opportunities and Income Fund
CHI

115 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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

6% more funds holding

Funds holding: 108 → 115 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.07% less ownership

Funds ownership: 18.74% → 18.68% (-0.07%)

3% less capital invested

Capital invested by funds: $146M → $141M (-$4.6M)

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.83%
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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$992K
2
Ameriprise
Ameriprise
Minnesota
+$528K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$469K
4
OFG
OTA Financial Group
New York
+$436K
5
Morgan Stanley
Morgan Stanley
New York
+$429K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.29M
2
Wells Fargo
Wells Fargo
California
-$1.17M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$712K
4
MCC
Money Concepts Capital
Florida
-$664K
5
AAM
Advisors Asset Management
Colorado
-$545K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.04M +$51.3K +4,450 +5%
EWA
27
EP Wealth Advisors
California
$1.01M -$117K -10,122 -84%
MGWM
28
Marks Group Wealth Management
Minnesota
$988K +$31.9K +2,764 +3%
SPC
29
Sigma Planning Corp
Michigan
$935K +$17.1K +1,480 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$736K -$355K -30,799 -31%
MA
31
Mutual Advisors
Nebraska
$727K -$122K -10,550 -13%
CTC
32
Central Trust Company
Missouri
$662K -$26.5K -2,300 -4%
SWP
33
Semus Wealth Partners
Florida
$637K -$3.19K -277 -0.5%
Invesco
34
Invesco
Georgia
$568K +$6.99K +606 +1%
BPA
35
Beacon Pointe Advisors
California
$547K -$67.8K -5,882 -10%
AWS
36
Atria Wealth Solutions
New York
$478K +$17.4K +1,511 +3%
CAN
37
Cetera Advisor Networks
California
$461K -$7.61K -660 -1%
IFWM
38
Institute for Wealth Management
Colorado
$457K +$111K +9,602 +28%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$428K +$469K +40,707 New
EGA
40
E&G Advisors
Texas
$408K +$9.22K +800 +2%
NA
41
NewEdge Advisors
Louisiana
$407K +$57.7K +5,004 +15%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$407K -$712K -61,759 -61%
OFG
43
OTA Financial Group
New York
$398K +$436K +37,853 New
CG
44
Colony Group
Massachusetts
$390K +$427K +37,026 New
FFA
45
Founders Financial Alliance
North Carolina
$356K -$1.46K -127 -0.4%
SPIA
46
Steward Partners Investment Advisory
New York
$345K +$3.97K +344 +1%
MWM
47
Mission Wealth Management
California
$336K +$368K +31,920 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$334K – – –
DBIA
49
Dumont & Blake Investment Advisors
New Jersey
$330K +$9.46K +820 +3%
FNT
50
First Nebraska Trust
Nebraska
$328K – – –
1
2
3 4 5

CHI Hedge Fund Activity: Q1 2023 in Review

115 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q1 2023, worth a combined $141M — down 3.2% from $146M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CHI positions and 10 closed out — a net gain of 10 holders — while 39 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $992K. The largest seller was Guggenheim Capital, cutting an estimated $1.29M.

  • 115 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q1 2023, up from 108 in Q4 2022.
  • Funds reported $141M of Calamos Convertible Opportunities and Income Fund stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 20 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q1 2023 and 10 closed out, a net change of +10 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q1 2023 was Bank of America, an estimated $992K added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q1 2023 was Guggenheim Capital, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2023.