CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

107 hedge funds and large institutions have $176M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$25.5M
2
MSA
2
Marathon Strategic Advisors
Pennsylvania
$2.19M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.72M
4
Bank of America
4
Bank of America
North Carolina
$14M
5
CP
5
Creekside Partners
California
$1.44M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.51M
2
LC
2
Lindbrook Capital
California
$3.18M
3
AAM
3
Advisors Asset Management
Colorado
$1.33M
4
BPA
4
Beacon Pointe Advisors
California
$145K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
26
Advisors Asset Management
Colorado
$1.33M 114,346 -82,214 -42%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.24M 106,848 -8,023 -7%
SIC
28
Samalin Investment Counsel
New York
$1.11M 95,164 -5,939 -6%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.06M 90,870 +7,542 +9%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.03M 88,396 -4,614 -5%
SA
31
Sanctuary Advisors
Indiana
$955K 86,623 +86,623 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$797K 68,476 -2,715 -4%
DBIA
33
Dumont & Blake Investment Advisors
New Jersey
$716K 61,480 +30,510 +99%
PG
34
Patten Group
Tennessee
$676K 58,078 +58,078 New
CTC
35
Central Trust Company
Missouri
$648K 55,683 -2,075 -4%
LMKC
36
L.M. Kohn & Company
Ohio
$641K 55,090 +2,596 +5%
SPC
37
Sigma Planning Corp
Michigan
$608K 52,247 +1,250 +2%
NA
38
NewEdge Advisors
Louisiana
$587K 50,455 -26,072 -34%
HighTower Advisors
39
HighTower Advisors
Illinois
$556K 47,878 -4,796 -9%
IFWM
40
Institute for Wealth Management
Colorado
$524K 45,012 +4,474 +11%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$514K 44,180 -210 -0.5%
AAP
42
Arax Advisory Partners
Colorado
$438K 37,608 +10,163 +37%
SWP
43
Semus Wealth Partners
Florida
$436K 37,422 -6,387 -15%
SI
44
Stephens Inc
Arkansas
$426K 36,562 – –
EGA
45
E&G Advisors
Texas
$425K 36,602 -500 -1%
SPIA
46
Steward Partners Investment Advisory
New York
$422K 36,263 +8,987 +33%
AWS
47
Atria Wealth Solutions
New York
$377K 32,400 +1,497 +5%
DDC
48
DF Dent & Co
Maryland
$354K 30,396 – –
FFA
49
Founders Financial Alliance
North Carolina
$340K 29,239 -2,648 -8%
TA
50
TFG Advisers
Michigan
$325K 27,921 +2,310 +9%
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