CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

78 hedge funds and large institutions have $121M invested in Calamos Convertible Opportunities and Income Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
–
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
22
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
AmeriServ Wealth Advisors
Pennsylvania
$3.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.8M
3
LPL Financial
3
LPL Financial
California
$11.3M
4
Invesco
4
Invesco
Georgia
$2.61M
5
OFG
5
OTA Financial Group
New York
$440K

Top Sellers

1
PWM
1
ParenteBeard Wealth Management
Pennsylvania
$36.3K
2
Stifel Financial
2
Stifel Financial
Missouri
$1.25M
3
GC
3
Guggenheim Capital
Illinois
$8.98M
4
Bank of America
4
Bank of America
North Carolina
$9.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.15M
Name Market Value Shares Shares
Change 		Shares
Change %
DC
51
Davenport & Co
Virginia
$147K 11,450 +11,450 New
SHA
52
Smith Hayes Advisers
Nebraska
$145K 11,260 -1,560 -12%
KFA
53
Kays Financial Advisory
Georgia
$139K 10,855 – –
CIA
54
Capital Investment Advisors
Georgia
$137K 10,693 – –
First Manhattan
55
First Manhattan
New York
$132K 10,300 – –
VKH
56
Virtu KCG Holdings
New York
$131K 10,222 +10,222 New
KA
57
Kovack Advisors
Florida
$130K 10,124 – –
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$122K 9,471 +92 +1%
US Bancorp
59
US Bancorp
Minnesota
$67K 5,234 – –
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$61K 4,721 +4,721 New
FWM
61
Focused Wealth Management
New York
$51K 4,016 +539 +16%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$43K 3,325 +2,825 +565%
BRWM
63
B. Riley Wealth Management
Tennessee
$40K 3,159 – –
PWM
64
ParenteBeard Wealth Management
Pennsylvania
$36.3K 466 -39,420 -99%
AWM
65
Avior Wealth Management
Nebraska
$36K 2,800 – –
Deutsche Bank
66
Deutsche Bank
Germany
$27K 2,150 – –
LIA
67
LS Investment Advisors
Michigan
$26K 2,000 – –
Citigroup
68
Citigroup
New York
$16K 1,228 -1,444 -54%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$15K 1,202 – –
FMII
70
Farmers & Merchants Investments Inc
Nebraska
$13K 1,012 – –
CHP
71
Cable Hill Partners
Oregon
$13K 1,000 +1,000 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$7K 547 – –
Creative Planning
73
Creative Planning
Kansas
$6K 500 -880 -64%
RIM
74
Ranger International Management
Illinois
$6K 480 -483 -50%
SSB
75
Sandy Spring Bank
Maryland
$3K 250 +250 New
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