CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $149M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
106
Holders Change
–
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
39
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.1M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.84M
5
AAS
5
Avantax Advisory Services
Texas
$2.85M

Top Sellers

1
RCA
1
Reitz Capital Advisors
Michigan
$768K
2
EWA
2
EP Wealth Advisors
California
$163K
3
Bank of America
3
Bank of America
North Carolina
$9.51M
4
MA
4
Mutual Advisors
Nebraska
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.02M 96,975 +2,031 +2%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.01M 96,196 -9,500 -9%
MGWM
28
Marks Group Wealth Management
Minnesota
$990K 93,898 – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$920K 87,317 +16,489 +23%
SPC
30
Sigma Planning Corp
Michigan
$789K 74,878 +647 +0.9%
RCA
31
Reitz Capital Advisors
Michigan
$768K 72,869 -233,612 -76%
CAM
32
Cresset Asset Management
Illinois
$748K 70,998 -12,215 -15%
CTC
33
Central Trust Company
Missouri
$642K 60,883 -1,555 -2%
BPA
34
Beacon Pointe Advisors
California
$636K 60,370 +3,920 +7%
SWP
35
Semus Wealth Partners
Florida
$622K 59,041 -258 -0.4%
CAN
36
Cetera Advisor Networks
California
$568K 53,919 +11,658 +28%
IFWM
37
Institute for Wealth Management
Colorado
$499K 47,328 +1,895 +4%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$455K 43,184 +43,184 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$426K 40,494 +40,494 New
EGA
40
E&G Advisors
Texas
$400K 37,977 -500 -1%
HighTower Advisors
41
HighTower Advisors
Illinois
$387K 36,561 -51,419 -58%
SI
42
Stephens Inc
Arkansas
$385K 36,562 – –
FFA
43
Founders Financial Alliance
North Carolina
$361K 34,246 +193 +0.6%
AWS
44
Atria Wealth Solutions
New York
$359K 34,096 -11,012 -24%
Stifel Financial
45
Stifel Financial
Missouri
$350K 33,220 +1,620 +5%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$345K 32,717 -1,627 -5%
NA
47
NewEdge Advisors
Louisiana
$344K 32,603 -7,700 -19%
SPIA
48
Steward Partners Investment Advisory
New York
$333K 31,575 +154 +0.5%
DBIA
49
Dumont & Blake Investment Advisors
New Jersey
$331K 31,370 – –
MWM
50
Mission Wealth Management
California
$324K 30,775 -1,000 -3%
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