CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

86 hedge funds and large institutions have $118M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
86
Holders Change
-12
Holders Change %
-12.24%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
31
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.16M
2
AAM
2
Advisors Asset Management
Colorado
$7.99M
3
WP
3
WealthPLAN Partners
Nebraska
$1.34M
4
GC
4
Guggenheim Capital
Illinois
$9.1M
5
DADC
5
D.A. Davidson & Co
Montana
$3.94M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
SFS
2
Shaker Financial Services
Virginia
$384K
3
TYCC
3
Texas Yale Capital Corp
Florida
$931K
4
LPL Financial
4
LPL Financial
California
$3.79M
5
CAN
5
Cetera Advisor Networks
California
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$203K 19,302 -1,200 -6%
B
52
Bellecapital
Switzerland
$191K 18,212 +412 +2%
CFGS
53
Concourse Financial Group Securities
Alabama
$190K 18,125 -88 -0.5%
CDH
54
Charles D. Hyman
$173K 16,500 – –
FFG
55
Ford Financial Group
California
$168K 16,000 – –
MML Investors Services
56
MML Investors Services
Massachusetts
$167K 15,924 -18,652 -54%
DP
57
Dearborn Partners
Illinois
$154K 14,631 – –
IFWM
58
Institute for Wealth Management
Colorado
$154K 14,620 +3,245 +29%
WCM
59
Windsor Capital Management
Arizona
$130K 12,447 +210 +2%
AAS
60
Avantax Advisory Services
Texas
$125K 11,920 -2,067 -15%
TPA
61
Trivium Point Advisory
Connecticut
$122K 11,627 – –
PFS
62
Prospera Financial Services
Texas
$109K 10,300 – –
LC
63
Lindbrook Capital
California
$106K 10,127 – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$102K 9,757 – –
FHA
65
Flagship Harbor Advisors
Massachusetts
$78K 7,500 -7,957 -51%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$76K 7,243 – –
SIM
67
Sonora Investment Management
Arizona
$68K 6,429 -14,706 -70%
AF
68
Allworth Financial
California
– – – –
QCIG
69
Quad-Cities Investment Group
Iowa
$55K 5,139 +92 +2%
APA
70
American Portfolios Advisors
New York
$51.5K 4,900 – –
RIA
71
RPG Investment Advisory
California
$50K 4,679 – –
IFAM
72
Institutional & Family Asset Management
Colorado
$48K 4,523 +34 +0.8%
AAP
73
Arax Advisory Partners
Colorado
$47K 4,500 +4,500 New
SPIA
74
Steward Partners Investment Advisory
New York
$42K 4,036 +4,036 New
BC
75
Barnett & Company
Tennessee
– – – –
1 2
3
4 5