CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

77 hedge funds and large institutions have $125M invested in Calamos Convertible Opportunities and Income Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
24
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.9M
2
UBS Group
2
UBS Group
Switzerland
$7.85M
3
CRC
3
Curi RMB Capital
Illinois
$1.3M
4
TNAM
4
Terra Nova Asset Management
New York
$855K
5
WCM
5
Windsor Capital Management
Arizona
$338K

Top Sellers

1
KC
1
Kingfisher Capital
North Carolina
$395K
2
GC
2
Guggenheim Capital
Illinois
$8.28M
3
MCC
3
Mid Continent Capital
Illinois
$18.5M
4
OFG
4
OTA Financial Group
New York
$0
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$151K 11,612 +32 +0.3%
DC
52
Davenport & Co
Virginia
$149K 11,450 – –
SHA
53
Smith Hayes Advisers
Nebraska
$146K 11,260 – –
KA
54
Kovack Advisors
Florida
$146K 11,255 +1,131 +11%
KFA
55
Kays Financial Advisory
Georgia
$141K 10,855 – –
CIA
56
Capital Investment Advisors
Georgia
$139K 10,693 – –
First Manhattan
57
First Manhattan
New York
$103K 8,000 -2,300 -22%
CWM
58
Concert Wealth Management
California
$99K 15,197 -618 -4%
US Bancorp
59
US Bancorp
Minnesota
$68K 5,234 – –
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$61.3K 4,721 – –
FWM
61
Focused Wealth Management
New York
$53K 4,057 +41 +1%
BRWM
62
B. Riley Wealth Management
Tennessee
$41K 3,159 – –
DW
63
Domani Wealth
Pennsylvania
$37.8K 491 +491 New
AWM
64
Avior Wealth Management
Nebraska
$36K 2,800 – –
HNB
65
Huntington National Bank
Ohio
$32K 2,500 +2,500 New
Deutsche Bank
66
Deutsche Bank
Germany
$27K 2,150 – –
LIA
67
LS Investment Advisors
Michigan
$26K 2,000 – –
TC
68
Trust Company
Kansas
$26K 2,000 +2,000 New
SSB
69
Sandy Spring Bank
Maryland
$23K 1,797 +1,547 +619%
Creative Planning
70
Creative Planning
Kansas
$19K 1,465 +965 +193%
IWM
71
Integrated Wealth Management
California
$17K 1,384 +1,384 New
FMII
72
Farmers & Merchants Investments Inc
Nebraska
$13K 1,012 – –
CHP
73
Cable Hill Partners
Oregon
$13K 1,000 – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$7K 547 – –
RIM
75
Ranger International Management
Illinois
$6K 480 – –
1 2
3
4