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CHI

Calamos Convertible Opportunities and Income Fund
CHI

89 hedge funds and large institutions have $136M invested in Calamos Convertible Opportunities and Income Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

10% more funds holding

Funds holding: 81 → 89 (+8)

2% more capital invested

Capital invested by funds: $134M → $136M (+$2.11M)

0.76% more ownership

Funds ownership: 16.59% → 17.35% (+0.76%)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.09M
2
Ameriprise
Ameriprise
Minnesota
+$1.22M
3
VIA
Vident Investment Advisory
Georgia
+$1.02M
4
AAM
Advisors Asset Management
Colorado
+$750K
5
AG
Advisor Group
Arizona
+$496K

Top Sellers

1
NPC
National Planning Corporation
California
-$797K
2
Bank of America
Bank of America
North Carolina
-$788K
3
Wells Fargo
Wells Fargo
California
-$620K
4
Morgan Stanley
Morgan Stanley
New York
-$534K
5
ICOA
Investment Centers of America
North Dakota
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oppenheimer & Co
New York
$179K +$3.67K +320 +2%
WCM
52
Windsor Capital Management
Arizona
$168K -$5.85K -510 -3%
SI
53
SII Investments
Wisconsin
$168K +$5.74K +500 +3%
SWP
54
Stratos Wealth Partners
Ohio
$159K – – –
BTS
55
BB&T Securities
Virginia
$156K – – –
FFG
56
Ford Financial Group
California
$138K +$142K +12,400 New
N
57
Nuveen
North Carolina
$134K +$15.9K +1,386 +13%
FHA
58
Flagship Harbor Advisors
Massachusetts
$129K – – –
FIM
59
Freedom Investment Management
Connecticut
$122K +$125K +10,920 New
NMC
60
Nine Masts Capital
Hong Kong
$120K +$123K +10,700 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$109K – – –
APA
62
American Portfolios Advisors
New York
$76.9K +$78.8K +6,873 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$74K -$75.2K -6,554 -50%
CA
64
Calton & Associates
Florida
$65K +$66.2K +5,771 New
RIA
65
RPG Investment Advisory
California
$60K +$757 +66 +1%
AF
66
Allworth Financial
California
$59K – – –
ASN
67
Advisory Services Network
Georgia
$51K +$12.2K +1,060 +31%
MFW
68
Mosaic Family Wealth
Missouri
$41K – – –
US Bancorp
69
US Bancorp
Minnesota
$29K – – –
IWM
70
IHT Wealth Management
Illinois
$25K +$16.1K +1,400 +160%
Citigroup
71
Citigroup
New York
$22K -$19.5K -1,696 -47%
LIA
72
LS Investment Advisors
Michigan
$22K – – –
LFA
73
Legacy Financial Advisors
Kentucky
$22K +$23.2K +2,022 New
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$20K +$20.6K +1,800 New
LJHT
75
Laurie J. Hall Trustee
$20K +$20.7K +1,802 New
1 2
3
4

CHI Hedge Fund Activity: Q4 2017 in Review

89 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2017, worth a combined $136M — up 1.6% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CHI positions and 7 closed out — a net gain of 8 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was UBS Group, adding an estimated $3.09M. The largest seller was National Planning Corporation, exiting entirely with an estimated $797K sold.

  • 89 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2017, up from 81 in Q3 2017.
  • Funds reported $136M of Calamos Convertible Opportunities and Income Fund stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 15 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2017 and 7 closed out, a net change of +8 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2017 was UBS Group, an estimated $3.09M added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2017 was National Planning Corporation, an estimated $797K sold.

Based on aggregated 13F filings for Q4 2017.