CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

83 hedge funds and large institutions have $130M invested in Calamos Convertible Opportunities and Income Fund in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$2.33M
2
Wells Fargo
2
Wells Fargo
California
$12M
3
MWM
3
Merriman Wealth Management
Washington
$1.08M
4
SFS
4
Shaker Financial Services
Virginia
$2.06M
5
WP
5
WealthPLAN Partners
Nebraska
$504K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.4M
2
NMC
2
Nine Masts Capital
Hong Kong
$0
3
UBS Group
3
UBS Group
Switzerland
$4.66M
4
DA
4
Doliver Advisors
Texas
$121K
5
MIG
5
Mariner Investment Group
New York
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
51
Windsor Capital Management
Arizona
$207K 21,153 -258 -1%
DBIA
52
Dumont & Blake Investment Advisors
New Jersey
$205K 20,900 – –
PAG
53
Private Advisor Group
New Jersey
$183K 18,016 -147 -0.8%
ICOA
54
Investment Centers of America
North Dakota
$175K 17,617 +195 +1%
NPC
55
National Planning Corporation
California
$170K 16,500 -9,474 -36%
Mariner
56
Mariner
Kansas
$166K 16,842 -1,400 -8%
WHI
57
William Harris Investors
Illinois
$155K 15,700 +2,000 +15%
SWP
58
Stratos Wealth Partners
Ohio
$140K 14,232 +186 +1%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$124K 12,564 +11,064 +738%
DA
60
Doliver Advisors
Texas
$121K 12,300 -174,748 -93%
BTS
61
BB&T Securities
Virginia
$109K 11,097 +11,097 New
KFA
62
Kays Financial Advisory
Georgia
$107K 10,855 – –
SB
63
Suntrust Banks
Georgia
$100K 10,163 -1,736 -15%
US Bancorp
64
US Bancorp
Minnesota
$90K 9,130 – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$45K 4,541 +550 +14%
NFG
66
Next Financial Group
Texas
$42K 4,325 -675 -14%
MFW
67
Mosaic Family Wealth
Missouri
$37K 3,694 – –
First Manhattan
68
First Manhattan
New York
$29K 3,000 – –
AWM
69
Avior Wealth Management
Nebraska
$28K 2,812 +9 +0.3%
LIA
70
LS Investment Advisors
Michigan
$20K 2,000 – –
Creative Planning
71
Creative Planning
Kansas
$19K 1,900 – –
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$16K 1,621 – –
IWM
73
Integrated Wealth Management
California
$14K 1,384 – –
AIM
74
Acrospire Investment Management
Illinois
$14K 1,400 +1,400 New
PCM
75
Penserra Capital Management
California
$8K 802 – –
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3
4