CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

111 hedge funds and large institutions have $172M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
41
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EAM
1
Everstar Asset Management
North Carolina
$1.65M
2
Bank of America
2
Bank of America
North Carolina
$15.3M
3
Wells Fargo
3
Wells Fargo
California
$20.1M
4
CP
4
Creekside Partners
California
$2.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.6M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$21.9M
3
AAM
3
Advisors Asset Management
Colorado
$505K
4
GC
4
Guggenheim Capital
Illinois
$7.45M
5
LPL Financial
5
LPL Financial
California
$6.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.23M 105,696 -1,152 -1%
SA
27
Sanctuary Advisors
Indiana
$1.11M 91,751 +5,128 +6%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.07M 91,965 +1,095 +1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$870K 74,728 -13,668 -15%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$761K 65,351 -3,125 -5%
PG
31
Patten Group
Tennessee
$676K 58,078 – –
LMKC
32
L.M. Kohn & Company
Ohio
$642K 55,170 +80 +0.1%
CTC
33
Central Trust Company
Missouri
$629K 54,033 -1,650 -3%
SPC
34
Sigma Planning Corp
Michigan
$607K 52,137 -110 -0.2%
HighTower Advisors
35
HighTower Advisors
Illinois
$602K 51,790 +3,912 +8%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$567K 48,750 +4,570 +10%
SIC
37
Samalin Investment Counsel
New York
$543K 46,680 -48,484 -51%
IFWM
38
Institute for Wealth Management
Colorado
$539K 46,342 +1,330 +3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$515K 44,270 +23,192 +110%
NA
40
NewEdge Advisors
Louisiana
$510K 43,782 -6,673 -13%
AAM
41
Advisors Asset Management
Colorado
$505K 43,407 -70,939 -62%
AAP
42
Arax Advisory Partners
Colorado
$476K 40,858 +3,250 +9%
IWM
43
IHT Wealth Management
Illinois
$451K 38,780 +38,780 New
SPIA
44
Steward Partners Investment Advisory
New York
$447K 38,437 +2,174 +6%
SI
45
Stephens Inc
Arkansas
$426K 36,562 – –
EGA
46
E&G Advisors
Texas
$425K 36,602 – –
GWM
47
Gray Wealth Management
Maine
$415K 35,661 +8,361 +31%
AWS
48
Atria Wealth Solutions
New York
$378K 32,494 +94 +0.3%
TA
49
TFG Advisers
Michigan
$353K 30,334 +2,413 +9%
DBIA
50
Dumont & Blake Investment Advisors
New Jersey
$353K 30,285 -31,195 -51%
1
2
3 4 5