CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

109 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 17 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
34
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.1M
2
MSA
2
Marathon Strategic Advisors
Pennsylvania
$1.88M
3
Wells Fargo
3
Wells Fargo
California
$14.7M
4
LCM
4
Landscape Capital Management
New Jersey
$1.18M
5
DADC
5
D.A. Davidson & Co
Montana
$7.57M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$3.79M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
RCA
3
Reitz Capital Advisors
Michigan
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
LPL Financial
5
LPL Financial
California
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
26
Samalin Investment Counsel
New York
$1.15M 110,786 -23,656 -18%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.07M 102,913 -8,412 -8%
Truist Financial
28
Truist Financial
North Carolina
$1.02M 98,433 +1,458 +2%
MGWM
29
Marks Group Wealth Management
Minnesota
$973K 93,898 – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$896K 86,514 -803 -0.9%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$835K 80,571 -15,625 -16%
CAN
32
Cetera Advisor Networks
California
$682K 65,827 +11,908 +22%
CTC
33
Central Trust Company
Missouri
$604K 58,283 -2,600 -4%
BPA
34
Beacon Pointe Advisors
California
$600K 57,945 -2,425 -4%
SWP
35
Semus Wealth Partners
Florida
$520K 50,222 -8,819 -15%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$504K 48,635 +18,312 +60%
HighTower Advisors
37
HighTower Advisors
Illinois
$480K 46,313 +9,752 +27%
IFWM
38
Institute for Wealth Management
Colorado
$477K 46,052 -1,276 -3%
NA
39
NewEdge Advisors
Louisiana
$439K 42,001 +9,398 +29%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$431K 41,630 -1,554 -4%
WAM
41
Wolverine Asset Management
Illinois
$418K 40,329 +40,329 New
EGA
42
E&G Advisors
Texas
$388K 37,377 -600 -2%
SI
43
Stephens Inc
Arkansas
$379K 36,562 – –
AWS
44
Atria Wealth Solutions
New York
$369K 35,626 +1,530 +4%
SPIA
45
Steward Partners Investment Advisory
New York
$344K 33,185 +1,610 +5%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$342K 33,002 +285 +0.9%
FFA
47
Founders Financial Alliance
North Carolina
$328K 31,685 -2,561 -7%
DBIA
48
Dumont & Blake Investment Advisors
New Jersey
$325K 31,370 – –
DDC
49
DF Dent & Co
Maryland
$312K 30,161 – –
PAG
50
Private Advisor Group
New Jersey
$299K 28,870 +2,786 +11%
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