CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 hedge funds and large institutions have $123M invested in Calamos Convertible Opportunities and Income Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
42
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$3.77M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.9M
4
GC
4
Guggenheim Capital
Illinois
$8.2M
5
NMC
5
Nine Masts Capital
Hong Kong
$476K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.26M
2
AAM
2
Advisors Asset Management
Colorado
$4.38M
3
CP
3
Camelot Portfolios
Ohio
$0
4
WP
4
WealthPLAN Partners
Nebraska
$208K
5
CRWM
5
Castle Rock Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$219K 18,201 – –
WP
52
WealthPLAN Partners
Nebraska
$208K 21,738 -47,193 -68%
CDH
53
Charles D. Hyman
$199K 16,500 +16,500 New
FFG
54
Ford Financial Group
California
$195K 16,000 +2,600 +19%
QCIG
55
Quad-Cities Investment Group
Iowa
$190K 15,870 +338 +2%
WCM
56
Windsor Capital Management
Arizona
$152K 12,636 +199 +2%
OC
57
Oppenheimer & Co
New York
$142K 11,762 -4,200 -26%
FHA
58
Flagship Harbor Advisors
Massachusetts
$135K 11,057 -500 -4%
Citadel Advisors
59
Citadel Advisors
Florida
$124K 10,265 +10,265 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$117K 9,757 – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$78K 6,438 -1 -0%
APA
62
American Portfolios Advisors
New York
$71K 5,900 – –
AF
63
Allworth Financial
California
– – – –
SWP
64
Stratos Wealth Partners
Ohio
$61K 5,080 +5,080 New
MMG
65
Monetary Management Group
Missouri
$60K 5,000 – –
RIA
66
RPG Investment Advisory
California
$56K 4,679 -718 -13%
IFAM
67
Institutional & Family Asset Management
Colorado
$53K 4,419 +32 +0.7%
AAP
68
Arax Advisory Partners
Colorado
$48K 4,000 +4,000 New
SPIA
69
Steward Partners Investment Advisory
New York
$43K 3,581 +3,005 +522%
BC
70
Barnett & Company
Tennessee
– – – –
MFW
71
Mosaic Family Wealth
Missouri
$38K 3,694 – –
CWA
72
Clarus Wealth Advisors
Arizona
$38K 3,158 – –
Citigroup
73
Citigroup
New York
$33K 2,750 -197 -7%
US Bancorp
74
US Bancorp
Minnesota
$32K 2,624 +14 +0.5%
AIP
75
Ameritas Investment Partners
Nebraska
$30K 2,500 – –
1 2
3
4 5