CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

77 hedge funds and large institutions have $133M invested in Calamos Convertible Opportunities and Income Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
32
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.4M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.94M
3
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$3.08M
4
Bank of America
4
Bank of America
North Carolina
$12.2M
5
CNB
5
City National Bank
California
$1.04M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11.7M
2
B
2
Baird
Wisconsin
$0
3
Invesco
3
Invesco
Georgia
$953K
4
LI
4
LVZ Inc
Michigan
$1.18M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$150K 10,693 – –
ICOA
52
Investment Centers of America
North Dakota
$146K 10,490 -561 -5%
First Manhattan
53
First Manhattan
New York
$144K 10,300 – –
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$135K 9,605 +1,597 +20%
BRWA
55
B. Riley Wealth Advisors
Florida
$128K 9,103 +18 +0.2%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$80K 5,721 +1,000 +21%
US Bancorp
57
US Bancorp
Minnesota
$78K 5,539 +305 +6%
FWM
58
Focused Wealth Management
New York
$55K 3,939 +36 +0.9%
Deutsche Bank
59
Deutsche Bank
Germany
$44K 3,138 +2,150 +218%
AWM
60
Avior Wealth Management
Nebraska
$39K 2,800 – –
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$38K 2,700 +2,700 New
BRWM
62
B. Riley Wealth Management
Tennessee
$31K 2,230 – –
LIA
63
LS Investment Advisors
Michigan
$28K 2,000 – –
PMFA
64
Plante Moran Financial Advisors
Michigan
$28K 2,000 +2,000 New
GSC
65
Ground Swell Capital
South Carolina
$22K 1,568 +1,568 New
BWFA
66
Baltimore-Washington Financial Advisors
Maryland
$21K 1,500 – –
Creative Planning
67
Creative Planning
Kansas
$19K 1,380 – –
Citigroup
68
Citigroup
New York
$17K 1,184 +14 +1%
SFSIG
69
San Francisco Sentry Investment Group
California
$14K 1,000 -1,750 -64%
FMII
70
Farmers & Merchants Investments Inc
Nebraska
$14K 1,012 – –
DAM
71
Delta Asset Management
Tennessee
$14K 1,000 – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$8K 547 – –
WA
73
WFG Advisors
Texas
$7K 510 -214 -30%
RIM
74
Ranger International Management
Illinois
$7K 480 +480 New
TDC
75
Thompson Davis & Co
Virginia
$2K 162 – –
1 2
3
4