CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

122 hedge funds and large institutions have $184M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+11
Holders Change %
+9.91%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
40
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$4.09M
2
GC
2
Guggenheim Capital
Illinois
$9.09M
3
GC
3
Grange Capital
Oregon
$942K
4
TWPM
4
Total Wealth Planning & Management
Florida
$903K
5
CP
5
Creekside Partners
California
$2.95M

Top Sellers

1
LC
1
Lindbrook Capital
California
$2.29M
2
IAIM
2
International Assets Investment Management
Florida
$151K
3
SA
3
Sanctuary Advisors
Indiana
$428K
4
AAM
4
Advisors Asset Management
Colorado
$0
5
CA
5
Calton & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.18M 98,871 +6,906 +8%
GC
27
Grange Capital
Oregon
$942K 78,863 +78,863 New
TWPM
28
Total Wealth Planning & Management
Florida
$903K 75,649 +75,649 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$797K 66,719 -8,009 -11%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$784K 65,655 +21,385 +48%
HighTower Advisors
31
HighTower Advisors
Illinois
$724K 60,595 +8,805 +17%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$721K 60,391 -4,960 -8%
SPC
33
Sigma Planning Corp
Michigan
$702K 58,795 +6,658 +13%
PG
34
Patten Group
Tennessee
$684K 57,253 -825 -1%
LMKC
35
L.M. Kohn & Company
Ohio
$654K 54,796 -374 -0.7%
IFWM
36
Institute for Wealth Management
Colorado
$625K 52,318 +5,976 +13%
CW
37
CreativeOne Wealth
Kansas
$604K 50,588 +50,588 New
Northern Trust
38
Northern Trust
Illinois
$596K 49,877 +49,877 New
LWMM
39
Legacy Wealth Management (Mississippi)
Mississippi
$590K 49,411 +49,411 New
SIC
40
Samalin Investment Counsel
New York
$563K 47,158 +478 +1%
CTC
41
Central Trust Company
Missouri
$525K 43,983 -10,050 -19%
NA
42
NewEdge Advisors
Louisiana
$520K 43,510 -272 -0.6%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$508K 42,550 -6,200 -13%
SA
44
SAM Advisors
California
$492K 41,332 +11,828 +40%
AAP
45
Arax Advisory Partners
Colorado
$491K 41,156 +298 +0.7%
IWM
46
IHT Wealth Management
Illinois
$486K 40,680 +1,900 +5%
EGA
47
E&G Advisors
Texas
$436K 36,602 – –
SPIA
48
Steward Partners Investment Advisory
New York
$435K 36,446 -1,991 -5%
SA
49
Sanctuary Advisors
Indiana
$428K 37,599 -54,152 -59%
GWM
50
Gray Wealth Management
Maine
$426K 35,661 – –
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