CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 hedge funds and large institutions have $118M invested in Calamos Convertible Opportunities and Income Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
25
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VBFG
1
Vishria Bird Financial Group
Tennessee
$8.93M
2
CAN
2
Cetera Advisor Networks
California
$2.2M
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.7M
4
CA
4
Cetera Advisors
Colorado
$796K
5
Morgan Stanley
5
Morgan Stanley
New York
$13.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.32M
2
Millennium Management
2
Millennium Management
New York
$234K
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$12K
4
UBS Group
4
UBS Group
Switzerland
$7.35M
5
AG
5
Advisor Group
Arizona
$678K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$215K 18,201 -414 -2%
B
52
Bellecapital
Switzerland
$207K 17,525 – –
KA
53
Kovack Advisors
Florida
$201K 17,051 +316 +2%
OC
54
Oppenheimer & Co
New York
$188K 15,962 – –
QCIG
55
Quad-Cities Investment Group
Iowa
$183K 15,532 -581 -4%
FFG
56
Ford Financial Group
California
$157K 13,400 – –
WKWM
57
Walter & Keenan Wealth Management
Indiana
$153K 13,000 -9,000 -41%
CA
58
Calton & Associates
Florida
$153K 12,455 +84 +0.7%
WCM
59
Windsor Capital Management
Arizona
$146K 12,437 -2,762 -18%
FHA
60
Flagship Harbor Advisors
Massachusetts
$136K 11,557 – –
PFS
61
Prospera Financial Services
Texas
$121K 10,300 – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$115K 9,757 – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$76K 6,439 -1,699 -21%
APA
64
American Portfolios Advisors
New York
$69.6K 5,900 – –
RIA
65
RPG Investment Advisory
California
$64K 5,397 – –
AF
66
Allworth Financial
California
– – – –
MMG
67
Monetary Management Group
Missouri
$59K 5,000 +5,000 New
BC
68
Barnett & Company
Tennessee
– – – –
IFAM
69
Institutional & Family Asset Management
Colorado
$52K 4,387 +34 +0.8%
MFW
70
Mosaic Family Wealth
Missouri
$44K 3,694 – –
Citigroup
71
Citigroup
New York
$35K 2,947 +5 +0.2%
CWA
72
Clarus Wealth Advisors
Arizona
$35K 3,158 +3,158 New
US Bancorp
73
US Bancorp
Minnesota
$31K 2,610 – –
AIP
74
Ameritas Investment Partners
Nebraska
$29K 2,500 – –
LIA
75
LS Investment Advisors
Michigan
$24K 2,000 – –
1 2
3
4