CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 hedge funds and large institutions have $113M invested in Calamos Convertible Opportunities and Income Fund in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$4.74M
2
Bank of America
2
Bank of America
North Carolina
$5.07M
3
LPL Financial
3
LPL Financial
California
$14.2M
4
NMC
4
Nine Masts Capital
Hong Kong
$362K
5
CTC
5
Central Trust Company
Missouri
$2.42M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.01M
2
COLIM
2
City of London Investment Management
United Kingdom
$275K
3
SFS
3
Shaker Financial Services
Virginia
$658K
4
MIG
4
Mariner Investment Group
New York
$0
5
OA
5
Oxbow Advisors
Texas
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NL
51
NWAM LLC
Washington
$196K 19,007 +19,007 New
ICOA
52
Investment Centers of America
North Dakota
$192K 18,617 +1,000 +6%
OC
53
Oppenheimer & Co
New York
$192K 18,618 +18,618 New
SPC
54
Sigma Planning Corp
Michigan
$190K 18,356 -2,779 -13%
PAG
55
Private Advisor Group
New Jersey
$187K 18,029 +13 +0.1%
MCM
56
Maryland Capital Management
Maryland
$153K 14,800 -6,900 -32%
SWP
57
Stratos Wealth Partners
Ohio
$152K 14,746 +514 +4%
Mariner
58
Mariner
Kansas
$147K 14,182 -2,660 -16%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$130K 12,564 – –
KA
60
Kovack Advisors
Florida
$123K 11,864 +11,864 New
Citigroup
61
Citigroup
New York
$117K 11,353 -34,124 -75%
BTS
62
BB&T Securities
Virginia
$114K 11,087 -10 -0.1%
KFA
63
Kays Financial Advisory
Georgia
$112K 10,855 – –
SB
64
Suntrust Banks
Georgia
$100K 10,163 – –
GWS
65
Glassman Wealth Services
Virginia
$72K 7,000 +7,000 New
Creative Planning
66
Creative Planning
Kansas
$60K 5,772 +3,872 +204%
NFG
67
Next Financial Group
Texas
$42K 4,070 -255 -6%
MFW
68
Mosaic Family Wealth
Missouri
$38K 3,694 – –
First Manhattan
69
First Manhattan
New York
$30K 3,000 – –
AWM
70
Avior Wealth Management
Nebraska
$29K 2,821 +9 +0.3%
US Bancorp
71
US Bancorp
Minnesota
$27K 2,610 -6,520 -71%
PFBT
72
Parkside Financial Bank & Trust
Missouri
$26K 2,533 +2,533 New
LIA
73
LS Investment Advisors
Michigan
$21K 2,000 – –
ASN
74
Advisory Services Network
Georgia
$18K 1,728 +1,169 +209%
IWM
75
Integrated Wealth Management
California
$14K 1,384 – –
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3
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