Calamos Convertible Opportunities and Income Fund
110 hedge funds and large institutions have $177M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $161M → $177M (+$16.1M)
1.39% more ownership
Funds ownership: 19.18% → 20.57% (+1.4%)
6% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 34
1% more funds holding
Funds holding: 109 → 110 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.26M |
| 2 |
MSA
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
+$2.12M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.66M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.61M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.52M |
| 2 |
LC
Lindbrook Capital
Calabasas,
California
|
-$940K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$926K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$576K |
| 5 |
Morgan Stanley
New York
|
-$409K |
CHI Hedge Fund Activity: Q2 2024 in Review
110 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q2 2024, worth a combined $177M — up 10% from $161M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CHI positions and 7 closed out — a net gain of 5 holders — while 36 added to existing stakes and 34 trimmed.
The largest buyer was UBS Group, adding an estimated $7.26M. The largest seller was Osaic Holdings, cutting an estimated $1.52M.
- 110 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q2 2024, up from 109 in Q1 2024.
- Funds reported $177M of Calamos Convertible Opportunities and Income Fund stock for Q2 2024, up 10% quarter-over-quarter.
- 12 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q2 2024 and 7 closed out, a net change of +5 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q2 2024 was UBS Group, an estimated $7.26M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q2 2024 was Osaic Holdings, an estimated $1.52M sold.
Based on aggregated 13F filings for Q2 2024.