CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

88 hedge funds and large institutions have $99.8M invested in Calamos Convertible Opportunities and Income Fund in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
34
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$1.59M
2
Bank of America
2
Bank of America
North Carolina
$7.27M
3
Millennium Management
3
Millennium Management
New York
$1.05M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$605K
5
LPL Financial
5
LPL Financial
California
$3.91M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.42M
2
VIA
2
Vident Investment Advisory
Georgia
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.03M
4
CAN
4
Cetera Advisor Networks
California
$0
5
GC
5
Guggenheim Capital
Illinois
$7.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
51
Windsor Capital Management
Arizona
$168K +$1.3K +118 +0.8%
PAG
52
Private Advisor Group
New Jersey
$161K +$161K +14,518 New
FFG
53
Ford Financial Group
California
$148K +$11K +1,000 +8%
Nuveen Asset Management
54
Nuveen Asset Management
Illinois
$137K +$4.6K +416 +3%
CA
55
Calton & Associates
Florida
$137K +$73.1K +6,600 +114%
FHA
56
Flagship Harbor Advisors
Massachusetts
$128K – – –
PFS
57
Prospera Financial Services
Texas
$114K +$114K +10,300 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$108K – – –
SWP
59
Stratos Wealth Partners
Ohio
$103K -$55.7K -5,000 -35%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$90K +$16.6K +1,500 +23%
APA
61
American Portfolios Advisors
New York
$65.5K -$10.8K -973 -14%
RIA
62
RPG Investment Advisory
California
$60K – – –
AF
63
Allworth Financial
California
$59K -$59K – –
IFAM
64
Institutional & Family Asset Management
Colorado
$48K +$48K +4,353 New
MFW
65
Mosaic Family Wealth
Missouri
$41K – – –
ASN
66
Advisory Services Network
Georgia
$40K -$10.1K -909 -20%
Citigroup
67
Citigroup
New York
$33K +$11.3K +1,005 +52%
US Bancorp
68
US Bancorp
Minnesota
$29K – – –
AIP
69
Ameritas Investment Partners
Nebraska
$27K – – –
LIA
70
LS Investment Advisors
Michigan
$22K – – –
LJHT
71
Laurie J. Hall Trustee
$20K – – –
SWM
72
SeaCrest Wealth Management
New York
$19K – – –
GEA
73
Glen Eagle Advisors
New Jersey
$18.6K – – –
IWM
74
IHT Wealth Management
Illinois
$15K -$9.39K -876 -38%
LFA
75
Legacy Financial Advisors
Kentucky
$11K -$10.6K -993 -49%
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