Calamos Convertible Opportunities and Income Fund
112 hedge funds and large institutions have $162M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
13% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 30
9% more capital invested
Capital invested by funds: $149M → $162M (+$13.1M)
4% more funds holding
Funds holding: 108 → 112 (+4)
2.05% more ownership
Funds ownership: 19.11% → 21.15% (+2%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.75M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.17M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$795K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$579K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$789K |
| 3 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
-$768K |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$748K |
| 5 |
LPL Financial
San Diego,
California
|
-$569K |
CHI Hedge Fund Activity: Q4 2023 in Review
112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2023, worth a combined $162M — up 8.8% from $149M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CHI positions and 12 closed out — a net gain of 6 holders — while 34 added to existing stakes and 30 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Advisors Asset Management, cutting an estimated $2M.
- 112 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2023, up from 108 in Q3 2023.
- Funds reported $162M of Calamos Convertible Opportunities and Income Fund stock for Q4 2023, up 8.8% quarter-over-quarter.
- 18 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2023 and 12 closed out, a net change of +6 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $13.5M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2023 was Advisors Asset Management, an estimated $2M sold.
Based on aggregated 13F filings for Q4 2023.