CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

76 hedge funds and large institutions have $113M invested in Calamos Convertible Opportunities and Income Fund in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% 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
9
Increased
22
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAAS
1
First Allied Advisory Services
California
$2.62M
2
SFS
2
Shaker Financial Services
Virginia
$1.05M
3
PPA
3
Parametric Portfolio Associates
Washington
$924K
4
DADC
4
D.A. Davidson & Co
Montana
$779K
5
WAM
5
Wolverine Asset Management
Illinois
$546K

Top Sellers

1
FAAM
1
First Allied Asset Management
California
$0
2
Bank of America
2
Bank of America
North Carolina
$6.49M
3
CRC
3
Curi RMB Capital
Illinois
$0
4
LPL Financial
4
LPL Financial
California
$9.23M
5
CNB
5
City National Bank
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$165K 13,516 +1,106 +9%
BRWM
52
B. Riley Wealth Management
Tennessee
$162K 13,287 +10,128 +321%
HCM
53
Hollencrest Capital Management
California
$161K 13,200 – –
PAG
54
Private Advisor Group
New Jersey
$150K 12,253 +421 +4%
KA
55
Kovack Advisors
Florida
$137K 11,255 – –
SHA
56
Smith Hayes Advisers
Nebraska
$137K 11,260 – –
KFA
57
Kays Financial Advisory
Georgia
$133K 10,855 – –
DC
58
Davenport & Co
Virginia
$132K 10,850 -600 -5%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$131K 10,749 -2,817 -21%
CIA
60
Capital Investment Advisors
Georgia
$131K 10,693 – –
SWP
61
Stratos Wealth Partners
Ohio
$124K 10,140 +10,140 New
First Manhattan
62
First Manhattan
New York
$67K 5,500 -2,500 -31%
US Bancorp
63
US Bancorp
Minnesota
$64K 5,234 – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$58K 4,721 – –
FWM
65
Focused Wealth Management
New York
$50K 4,099 +42 +1%
AWM
66
Avior Wealth Management
Nebraska
$34K 2,800 – –
HNB
67
Huntington National Bank
Ohio
– – -2,500 Closed
LIA
68
LS Investment Advisors
Michigan
$24K 2,000 – –
SSB
69
Sandy Spring Bank
Maryland
$22K 1,797 – –
IWM
70
Integrated Wealth Management
California
$17K 1,384 – –
CHP
71
Cable Hill Partners
Oregon
$13K 1,000 – –
FMII
72
Farmers & Merchants Investments Inc
Nebraska
$12K 1,012 – –
TRCT
73
Tower Research Capital (TRC)
New York
$8K 644 +644 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$7K 547 – –
RIM
75
Ranger International Management
Illinois
$6K 480 – –
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3
4