CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

60 hedge funds and large institutions have $103M invested in Calamos Convertible Opportunities and Income Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.68M
2
RJA
2
Raymond James & Associates
Florida
$1.03M
3
Citigroup
3
Citigroup
New York
$303K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$225K
5
MCC
5
Mid Continent Capital
Illinois
$18M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$10.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.3M
3
SNC
3
Stifel Nicolaus & Co
Missouri
$479K
4
CTC
4
Central Trust Company
Missouri
$2.65M
5
U
5
UBS
Switzerland
$5.81M
Name Market Value Shares Shares
Change 		Shares
Change %
NES
51
New England Securities
New York
$50K 3,985 +500 +14%
FWM
52
Focused Wealth Management
New York
$48K 3,829 +3,829 New
SFSIG
53
San Francisco Sentry Investment Group
California
$44K 3,500 +500 +17%
First Manhattan
54
First Manhattan
New York
$37K 3,000 – –
LIA
55
LS Investment Advisors
Michigan
$25K 2,000 – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$15K 1,185 +1,185 New
DAM
57
Delta Asset Management
Tennessee
$13K 1,000 – –
RIA
58
Regal Investment Advisors
Michigan
$11K 845 – –
WA
59
WFG Advisors
Texas
$9K 724 – –
RP
60
Reinhart Partners
Wisconsin
– – -26,675 Closed
TRCT
61
Tower Research Capital (TRC)
New York
– – -2,267 Closed
OWP
62
Obermeyer Wealth Partners
Colorado
– – -1,044 Closed
CFA
63
Camarda Financial Advisors
Florida
– – -562 Closed
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
– – -550 Closed
PAS
65
Partnervest Advisory Services
California
$0 2 – –
1 2
3