CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

81 hedge funds and large institutions have $144M invested in Calamos Convertible Opportunities and Income Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
81
Holders Change
-9
Holders Change %
-10%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.64M
2
RCM
2
Rivernorth Capital Management
Florida
$20.4M
3
NMC
3
Nine Masts Capital
Hong Kong
$5.23M
4
DA
4
Doliver Advisors
Texas
$1.78M
5
MIG
5
Mariner Investment Group
New York
$2.53M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.6M
2
Squarepoint
2
Squarepoint
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.59M
4
Bank of America
4
Bank of America
North Carolina
$3.81M
5
WAM
5
Wolverine Asset Management
Illinois
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWM
51
B. Riley Wealth Management
Tennessee
$188K 19,882 +379 +2%
DW
52
Domani Wealth
Pennsylvania
$186K 19,548 -9,262 -32%
Mariner
53
Mariner
Kansas
$173K 18,242 -2,108 -10%
PAG
54
Private Advisor Group
New Jersey
$172K 18,163 +5,001 +38%
ICOA
55
Investment Centers of America
North Dakota
$166K 17,422 +5 +0%
CIA
56
Capital Investment Advisors
Georgia
$160K 16,830 +319 +2%
CWM
57
Concert Wealth Management
California
$142K 14,982 – –
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$141K 14,868 +1,073 +8%
SWP
59
Stratos Wealth Partners
Ohio
$133K 14,046 +892 +7%
WHI
60
William Harris Investors
Illinois
$130K 13,700 +1,000 +8%
SB
61
Suntrust Banks
Georgia
$117K 11,899 – –
KFA
62
Kays Financial Advisory
Georgia
$103K 10,855 – –
SHA
63
Smith Hayes Advisers
Nebraska
$97K 10,260 -1,000 -9%
US Bancorp
64
US Bancorp
Minnesota
$87K 9,130 – –
NFG
65
Next Financial Group
Texas
$47K 5,000 – –
DLHL
66
Donald L. Hagan LLC
Florida
$43K 4,500 +4,500 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$38K 3,991 – –
MFW
68
Mosaic Family Wealth
Missouri
$35K 3,694 – –
HNB
69
Huntington National Bank
Ohio
– – – –
First Manhattan
70
First Manhattan
New York
$28K 3,000 – –
AWM
71
Avior Wealth Management
Nebraska
$27K 2,803 +3 +0.1%
LIA
72
LS Investment Advisors
Michigan
$19K 2,000 – –
Creative Planning
73
Creative Planning
Kansas
$18K 1,900 -13,500 -88%
IA
74
IFP Advisors
Florida
$17K 1,663 -48,722 -97%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$15K 1,621 – –
1 2
3
4