CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

88 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, 19 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$29.6M
2
Ameriprise
2
Ameriprise
Minnesota
$8.37M
3
VIA
3
Vident Investment Advisory
Georgia
$9.51M
4
AAM
4
Advisors Asset Management
Colorado
$4.29M
5
AG
5
Advisor Group
Arizona
$1.2M

Top Sellers

1
NPC
1
National Planning Corporation
California
$0
2
Bank of America
2
Bank of America
North Carolina
$6.13M
3
Wells Fargo
3
Wells Fargo
California
$12.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.3M
5
ICOA
5
Investment Centers of America
North Dakota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
51
Windsor Capital Management
Arizona
$168K 15,081 -510 -3%
SI
52
SII Investments
Wisconsin
$168K 14,947 +500 +3%
SWP
53
Stratos Wealth Partners
Ohio
$159K 14,240 – –
BTS
54
BB&T Securities
Virginia
$156K 13,970 – –
FFG
55
Ford Financial Group
California
$138K 12,400 +12,400 New
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$134K 11,963 +1,386 +13%
FHA
57
Flagship Harbor Advisors
Massachusetts
$129K 11,557 – –
FIM
58
Freedom Investment Management
Connecticut
$122K 10,920 +10,920 New
NMC
59
Nine Masts Capital
Hong Kong
$120K 10,700 +10,700 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$109K 9,757 – –
APA
61
American Portfolios Advisors
New York
$76.9K 6,873 +6,873 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$74K 6,638 -6,554 -50%
CA
63
Calton & Associates
Florida
$65K 5,771 +5,771 New
RIA
64
RPG Investment Advisory
California
$60K 5,397 +66 +1%
AF
65
Allworth Financial
California
– – – –
ASN
66
Advisory Services Network
Georgia
$51K 4,527 +1,060 +31%
MFW
67
Mosaic Family Wealth
Missouri
$41K 3,694 – –
US Bancorp
68
US Bancorp
Minnesota
$29K 2,610 – –
IWM
69
IHT Wealth Management
Illinois
$25K 2,276 +1,400 +160%
Citigroup
70
Citigroup
New York
$22K 1,937 -1,696 -47%
LIA
71
LS Investment Advisors
Michigan
$22K 2,000 – –
LFA
72
Legacy Financial Advisors
Kentucky
$22K 2,022 +2,022 New
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$20K 1,800 +1,800 New
LJHT
74
Laurie J. Hall Trustee
$20K 1,802 +1,802 New
SWM
75
SeaCrest Wealth Management
New York
$19K 1,715 +1,715 New
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