CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

95 hedge funds and large institutions have $121M invested in Calamos Convertible Opportunities and Income Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
29
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$11M
2
Millennium Management
2
Millennium Management
New York
$3.44M
3
SIA
3
Sit Investment Associates
Minnesota
$1.33M
4
SFS
4
Shaker Financial Services
Virginia
$1.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$698K

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$2.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.6M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.54M
5
UBS Group
5
UBS Group
Switzerland
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Squarepoint
51
Squarepoint
New York
$178K 17,600 +17,600 New
B
52
Bellecapital
Switzerland
$177K 17,525 +17,525 New
WCM
53
Windsor Capital Management
Arizona
$176K 17,515 -3,834 -18%
NL
54
NWAM LLC
Washington
$174K 17,225 -1,782 -9%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$170K 16,740 -20,294 -55%
OC
56
Oppenheimer & Co
New York
$165K 16,344 -2,274 -12%
KA
57
Kovack Advisors
Florida
$153K 15,179 +3,315 +28%
CWM
58
Concert Wealth Management
California
$150K 14,982 -13,232 -47%
SWP
59
Stratos Wealth Partners
Ohio
$148K 14,690 -56 -0.4%
Mariner
60
Mariner
Kansas
$134K 13,302 -880 -6%
SB
61
Suntrust Banks
Georgia
$130K 13,188 +3,025 +30%
FHA
62
Flagship Harbor Advisors
Massachusetts
$119K 11,287 +11,287 New
SBIA
63
Sheaff Brock Investment Advisors
Indiana
$117K 11,601 +11,601 New
BTS
64
BB&T Securities
Virginia
$114K 11,087 – –
SI
65
SII Investments
Wisconsin
$110K 10,945 +10,945 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$109K 11,064 -1,500 -12%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$77K 7,621 +7,621 New
Creative Planning
68
Creative Planning
Kansas
$68K 6,772 +1,000 +17%
AA
69
Advisory Alpha
Michigan
$65K 5,895 +5,895 New
Citigroup
70
Citigroup
New York
$47K 4,617 -6,736 -59%
GWS
71
Glassman Wealth Services
Virginia
$40K 4,000 -3,000 -43%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$39K 3,850 +3,850 New
MFW
73
Mosaic Family Wealth
Missouri
$37K 3,694 – –
First Manhattan
74
First Manhattan
New York
$30K 3,000 – –
AWM
75
Avior Wealth Management
Nebraska
$29K 2,830 +9 +0.3%
1 2
3
4 5