CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $160M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
39
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.7M
2
DADC
2
D.A. Davidson & Co
Montana
$9.56M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.55M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
AAM
2
Advisors Asset Management
Colorado
$2.23M
3
MSA
3
Marathon Strategic Advisors
Pennsylvania
$0
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MGWM
26
Marks Group Wealth Management
Minnesota
$1.07M 93,898 – –
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.06M 93,010 +72,730 +359%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$946K 83,328 -3,186 -4%
NA
29
NewEdge Advisors
Louisiana
$869K 76,527 +34,526 +82%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$808K 71,191 -9,380 -12%
BPA
31
Beacon Pointe Advisors
California
$722K 63,597 +5,652 +10%
CTC
32
Central Trust Company
Missouri
$656K 57,758 -525 -0.9%
HighTower Advisors
33
HighTower Advisors
Illinois
$598K 52,674 +6,361 +14%
LMKC
34
L.M. Kohn & Company
Ohio
$596K 52,494 +23,903 +84%
CAN
35
Cetera Advisor Networks
California
$594K 52,345 -13,482 -20%
SPC
36
Sigma Planning Corp
Michigan
$579K 50,997 +50,997 New
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$504K 44,390 +2,760 +7%
SWP
38
Semus Wealth Partners
Florida
$497K 43,809 -6,413 -13%
IFWM
39
Institute for Wealth Management
Colorado
$460K 40,538 -5,514 -12%
EGA
40
E&G Advisors
Texas
$421K 37,102 -275 -0.7%
SI
41
Stephens Inc
Arkansas
$415K 36,562 – –
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$367K 32,342 -660 -2%
FFA
43
Founders Financial Alliance
North Carolina
$362K 31,887 +202 +0.6%
DBIA
44
Dumont & Blake Investment Advisors
New Jersey
$352K 30,970 -400 -1%
AWS
45
Atria Wealth Solutions
New York
$351K 30,903 -4,723 -13%
DDC
46
DF Dent & Co
Maryland
$345K 30,396 +235 +0.8%
CA
47
Cetera Advisors
Colorado
$324K 28,561 +28,561 New
SA
48
SAM Advisors
California
$317K 27,966 -662 -2%
AAP
49
Arax Advisory Partners
Colorado
$312K 27,445 +27,445 New
PAG
50
Private Advisor Group
New Jersey
$311K 27,433 -1,437 -5%
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