CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

95 hedge funds and large institutions have $139M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
38
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MGWM
1
Marks Group Wealth Management
Minnesota
$2.8M
2
GC
2
Guggenheim Capital
Illinois
$11.5M
3
SIC
3
Samalin Investment Counsel
New York
$1.48M
4
UBS Group
4
UBS Group
Switzerland
$10.8M
5
KOMWMG
5
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$12.7M
3
Ameriprise
3
Ameriprise
Minnesota
$2.82M
4
AG
4
Advisor Group
Arizona
$1.08M
5
HCM
5
Hollencrest Capital Management
California
$826K
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$241K 21,905 +460 +2%
MW
52
Marcum Wealth
Ohio
$241K 21,883 +21,883 New
APW
53
Aurora Private Wealth
New Jersey
$241K 21,915 +21,915 New
CIA
54
Capital Investment Advisors
Georgia
$239K 21,690 – –
IFWM
55
Institute for Wealth Management
Colorado
$228K 20,692 +1,368 +7%
B
56
Bellecapital
Switzerland
$209K 19,038 +413 +2%
CFGS
57
Concourse Financial Group Securities
Alabama
$200K 18,091 +12,705 +236%
OC
58
Oppenheimer & Co
New York
$195K 17,692 +5,800 +49%
CDH
59
Charles D. Hyman
$181K 16,500 – –
AAS
60
Avantax Advisory Services
Texas
$175K 15,834 +15,834 New
FFG
61
Ford Financial Group
California
$165K 15,000 -1,052 -7%
SWP
62
Stratos Wealth Partners
Ohio
$160K 14,525 +3,945 +37%
BAM
63
Belpointe Asset Management
Nevada
$149K 13,619 +13,619 New
PA
64
Pinnacle Associates
New York
$147K 13,400 -600 -4%
WCM
65
Windsor Capital Management
Arizona
$131K 11,914 -746 -6%
TPA
66
Trivium Point Advisory
Connecticut
$128K 11,627 – –
DP
67
Dearborn Partners
Illinois
$121K 11,030 – –
PFS
68
Prospera Financial Services
Texas
$113K 10,300 – –
LC
69
Lindbrook Capital
California
$111K 10,127 – –
FIA
70
FNY Investment Advisers
New York
$103K 9,398 +3,098 +49%
SPIA
71
Steward Partners Investment Advisory
New York
$96K 8,787 +4,200 +92%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$80K 7,268 – –
FHA
73
Flagship Harbor Advisors
Massachusetts
$77K 7,000 – –
SIM
74
Sonora Investment Management
Arizona
$64K 5,829 – –
AF
75
Allworth Financial
California
$58K 5,300 – –
1 2
3
4 5