CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

98 hedge funds and large institutions have $112M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
34
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$6.21M
2
SFS
2
Shaker Financial Services
Virginia
$1.79M
3
GC
3
Guggenheim Capital
Illinois
$7.82M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.9M
5
TYCC
5
Texas Yale Capital Corp
Florida
$1.8M

Top Sellers

1
VBFG
1
Vishria Bird Financial Group
Tennessee
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
WAM
4
Wolverine Asset Management
Illinois
$2.65M
5
CTC
5
Central Trust Company
Missouri
$891K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$208K 20,502 +5,302 +35%
DA
52
Doliver Advisors
Texas
$201K 19,852 -58,201 -75%
PAG
53
Private Advisor Group
New Jersey
$187K 18,446 -1,179 -6%
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$187K 18,426 – –
CFGS
55
Concourse Financial Group Securities
Alabama
$184K 18,213 +1,210 +7%
B
56
Bellecapital
Switzerland
$181K 17,800 +275 +2%
CDH
57
Charles D. Hyman
$167K 16,500 – –
CCP
58
Corient Capital Partners
California
$164K 16,163 +16,163 New
FFG
59
Ford Financial Group
California
$162K 16,000 – –
Cohen & Steers
60
Cohen & Steers
New York
$157K 15,520 +15,520 New
FHA
61
Flagship Harbor Advisors
Massachusetts
$156K 15,457 +3,000 +24%
PA
62
PFG Advisors
Arizona
$148K 13,910 -800 -5%
DP
63
Dearborn Partners
Illinois
$148K 14,631 – –
AAS
64
Avantax Advisory Services
Texas
$142K 13,987 +951 +7%
FIA
65
FNY Investment Advisers
New York
$133K 13,171 +13,171 New
PAS
66
Partnervest Advisory Services
California
$130K 12,798 +12,798 New
WCM
67
Windsor Capital Management
Arizona
$124K 12,237 -623 -5%
LWAC
68
Laurel Wealth Advisors (California)
California
$121K 11,913 +14 +0.1%
BAM
69
Belpointe Asset Management
Nevada
$120K 11,879 +11,879 New
TPA
70
Trivium Point Advisory
Connecticut
$118K 11,627 +11,627 New
IFWM
71
Institute for Wealth Management
Colorado
$115K 11,375 +11,375 New
PFS
72
Prospera Financial Services
Texas
$108K 10,300 +10,300 New
LC
73
Lindbrook Capital
California
$102K 10,127 +10,127 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$99K 9,757 – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$73K 7,243 – –
1 2
3
4 5