CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $157M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
41
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.5M
2
CAM
2
Cresset Asset Management
Illinois
$932K
3
Truist Financial
3
Truist Financial
North Carolina
$1.06M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
DADC
5
D.A. Davidson & Co
Montana
$7.24M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$6.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
OFG
3
OTA Financial Group
New York
$0
4
CG
4
Colony Group
Massachusetts
$0
5
AWM
5
Axxcess Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.18M 105,696 -1,200 -1%
Truist Financial
27
Truist Financial
North Carolina
$1.06M 94,944 +74,278 +359%
MGWM
28
Marks Group Wealth Management
Minnesota
$1.05M 93,898 – –
HighTower Advisors
29
HighTower Advisors
Illinois
$983K 87,980 -10,331 -11%
CAM
30
Cresset Asset Management
Illinois
$932K 83,213 +83,213 New
SPC
31
Sigma Planning Corp
Michigan
$831K 74,231 -14,612 -16%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$793K 70,828 +847 +1%
MA
33
Mutual Advisors
Nebraska
$706K 62,997 -6,105 -9%
CTC
34
Central Trust Company
Missouri
$699K 62,438 -500 -0.8%
SWP
35
Semus Wealth Partners
Florida
$664K 59,299 -1,294 -2%
BPA
36
Beacon Pointe Advisors
California
$632K 56,450 +4,445 +9%
BRWA
37
B. Riley Wealth Advisors
Florida
$570K 50,892 +50,892 New
IFWM
38
Institute for Wealth Management
Colorado
$509K 45,433 +1,989 +5%
AWS
39
Atria Wealth Solutions
New York
$505K 45,108 -323 -0.7%
CAN
40
Cetera Advisor Networks
California
$473K 42,261 -1,599 -4%
NA
41
NewEdge Advisors
Louisiana
$451K 40,303 +821 +2%
EGA
42
E&G Advisors
Texas
$431K 38,477 -300 -0.8%
SI
43
Stephens Inc
Arkansas
$409K 36,562 +36,562 New
Invesco
44
Invesco
Georgia
$388K 34,685 -19,330 -36%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$385K 34,344 -4,330 -11%
FFA
46
Founders Financial Alliance
North Carolina
$381K 34,053 +190 +0.6%
MWM
47
Mission Wealth Management
California
$356K 31,775 -145 -0.5%
Stifel Financial
48
Stifel Financial
Missouri
$354K 31,600 +3,405 +12%
SPIA
49
Steward Partners Investment Advisory
New York
$352K 31,421 -1,396 -4%
DBIA
50
Dumont & Blake Investment Advisors
New Jersey
$351K 31,370 – –
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