CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

87 hedge funds and large institutions have $122M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
42
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$5.62M
2
UBS Group
2
UBS Group
Switzerland
$8.88M
3
AAM
3
Advisors Asset Management
Colorado
$8.55M
4
Invesco
4
Invesco
Georgia
$1.49M
5
Bank of America
5
Bank of America
North Carolina
$9.6M

Top Sellers

1
SCP
1
Shorepoint Capital Partners
Massachusetts
$312K
2
SFS
2
Shaker Financial Services
Virginia
$0
3
PA
3
Pinnacle Associates
New York
$146K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPL Financial
5
LPL Financial
California
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$189K 18,202 -1,100 -6%
CDH
52
Charles D. Hyman
$172K 16,500 – –
FFG
53
Ford Financial Group
California
$167K 16,052 +52 +0.3%
PA
54
Pinnacle Associates
New York
$146K 14,000 -33,600 -71%
WCM
55
Windsor Capital Management
Arizona
$131K 12,660 +213 +2%
TSS
56
Two Sigma Securities
New York
$126K 12,084 +12,084 New
OC
57
Oppenheimer & Co
New York
$124K 11,892 +11,892 New
TPA
58
Trivium Point Advisory
Connecticut
$122K 11,627 – –
DI
59
DFPG Investments
Utah
$121K 11,590 +11,590 New
DP
60
Dearborn Partners
Illinois
$115K 11,030 -3,601 -25%
SWP
61
Stratos Wealth Partners
Ohio
$110K 10,580 +10,580 New
PFS
62
Prospera Financial Services
Texas
$107K 10,300 – –
LC
63
Lindbrook Capital
California
$105K 10,127 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$76K 7,268 +25 +0.3%
FHA
65
Flagship Harbor Advisors
Massachusetts
$72K 7,000 -500 -7%
FIA
66
FNY Investment Advisers
New York
$65K 6,300 +6,300 New
SIM
67
Sonora Investment Management
Arizona
$61K 5,829 -600 -9%
CFGS
68
Concourse Financial Group Securities
Alabama
$56K 5,386 -12,739 -70%
AF
69
Allworth Financial
California
$55K 5,300 +5,300 New
QCIG
70
Quad-Cities Investment Group
Iowa
$54K 5,231 +92 +2%
APA
71
American Portfolios Advisors
New York
$51K 4,900 – –
RIA
72
RPG Investment Advisory
California
$49K 4,679 – –
AAP
73
Arax Advisory Partners
Colorado
$47K 4,500 – –
IFAM
74
Institutional & Family Asset Management
Colorado
$47K 4,559 +36 +0.8%
SPIA
75
Steward Partners Investment Advisory
New York
$47K 4,587 +551 +14%
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