CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

87 hedge funds and large institutions have $133M invested in Calamos Convertible Opportunities and Income Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
39
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
1
Vident Investment Advisory
Georgia
$7.81M
2
UBS Group
2
UBS Group
Switzerland
$26.8M
3
Bank of America
3
Bank of America
North Carolina
$7.23M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$594K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.84M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.94M
2
OA
2
Oxbow Advisors
Texas
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$7.31M
5
Invesco
5
Invesco
Georgia
$824K
Name Market Value Shares Shares
Change 		Shares
Change %
KA
51
Kovack Advisors
Florida
$192K 17,068 +422 +3%
LWAC
52
Laurel Wealth Advisors (California)
California
$189K 16,810 +16,810 New
FWM
53
Frontier Wealth Management
Missouri
$187K 16,617 +16,617 New
WCM
54
Windsor Capital Management
Arizona
$175K 15,591 -1,213 -7%
OC
55
Oppenheimer & Co
New York
$174K 15,488 +72 +0.5%
SI
56
SII Investments
Wisconsin
$163K 14,447 +1,832 +15%
SWP
57
Stratos Wealth Partners
Ohio
$160K 14,240 -365 -2%
PCM
58
Palouse Capital Management
Washington
$158K 14,000 +14,000 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$143K 12,730 +11,525 +956%
Mariner
60
Mariner
Kansas
$131K 11,592 – –
FHA
61
Flagship Harbor Advisors
Massachusetts
$129K 11,557 -730 -6%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$116K 10,276 +10,276 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$115K 10,257 -807 -7%
Creative Planning
64
Creative Planning
Kansas
$104K 9,233 +1,200 +15%
AF
65
Allworth Financial
California
– – – –
RIA
66
RPG Investment Advisory
California
$59K 5,266 +5,266 New
MFW
67
Mosaic Family Wealth
Missouri
$42K 3,694 – –
CFA
68
Carroll Financial Associates
North Carolina
$36K 3,250 – –
First Manhattan
69
First Manhattan
New York
$33K 3,000 – –
AWM
70
Avior Wealth Management
Nebraska
$32K 2,848 +9 +0.3%
Citigroup
71
Citigroup
New York
$32K 2,878 +1,004 +54%
US Bancorp
72
US Bancorp
Minnesota
$29K 2,610 – –
PA
73
Parallel Advisors
California
$26K 2,246 – –
ASN
74
Advisory Services Network
Georgia
$24K 2,142 +339 +19%
LIA
75
LS Investment Advisors
Michigan
$23K 2,000 – –
1 2
3
4