CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

90 hedge funds and large institutions have $138M invested in Calamos Convertible Opportunities and Income Fund in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
27
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.9M
2
OA
2
Oxbow Advisors
Texas
$12.7M
3
RCM
3
Rivernorth Capital Management
Florida
$16.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.6M
5
NMC
5
Nine Masts Capital
Hong Kong
$2.15M

Top Sellers

1
DA
1
Doliver Advisors
Texas
$0
2
SFS
2
Shaker Financial Services
Virginia
$0
3
WAM
3
Wolverine Asset Management
Illinois
$2.57M
4
GC
4
Guggenheim Capital
Illinois
$5.35M
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
51
Wellington Management Group
Massachusetts
$208K 21,000 -20,700 -50%
DBIA
52
Dumont & Blake Investment Advisors
New Jersey
$207K 20,900 +20,900 New
Mariner
53
Mariner
Kansas
$202K 20,350 -19,220 -49%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$195K 19,655 +991 +5%
BRWM
55
B. Riley Wealth Management
Tennessee
$193K 19,503 -6,062 -24%
ICOA
56
Investment Centers of America
North Dakota
$175K 17,417 +1,850 +12%
CIA
57
Capital Investment Advisors
Georgia
$164K 16,511 +4,818 +41%
Creative Planning
58
Creative Planning
Kansas
$153K 15,400 +13,200 +600%
CWM
59
Concert Wealth Management
California
$150K 14,982 -2,000 -12%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$137K 13,795 +3,160 +30%
HCM
61
Hollencrest Capital Management
California
$131K 13,200 – –
PAG
62
Private Advisor Group
New Jersey
$130K 13,162 +650 +5%
SWP
63
Stratos Wealth Partners
Ohio
$130K 13,154 +2,108 +19%
WHI
64
William Harris Investors
Illinois
$126K 12,700 – –
WP
65
WealthPLAN Partners
Nebraska
$123K 23,093 +23,093 New
SB
66
Suntrust Banks
Georgia
$117K 11,899 -5,693 -32%
VFS
67
VSR Financial Services
Kansas
$114K 11,485 +114 +1%
HighTower Advisors
68
HighTower Advisors
Illinois
$113K 11,432 -9,469 -45%
SHA
69
Smith Hayes Advisers
Nebraska
$112K 11,260 – –
KFA
70
Kays Financial Advisory
Georgia
$108K 10,855 – –
US Bancorp
71
US Bancorp
Minnesota
$90K 9,130 -2,624 -22%
NFG
72
Next Financial Group
Texas
$49K 5,000 – –
EDRS
73
Edmond de Rothschild (Suisse)
Switzerland
$46K 4,625 – –
EDRH
74
Edmond de Rothschild Holding
Switzerland
$46K 4,625 – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$40K 3,991 -1,056 -21%
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