CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

97 hedge funds and large institutions have $112M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
30
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.96M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.64M
3
Cohen & Steers
3
Cohen & Steers
New York
$5.84M
4
AAM
4
Advisors Asset Management
Colorado
$7.91M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.01M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.57M
2
WP
2
WealthPLAN Partners
Nebraska
$974K
3
FAM
3
Formidable Asset Management
Ohio
$0
4
CAN
4
Cetera Advisor Networks
California
$730K
5
SS
5
Sunbelt Securities
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MW
51
Marcum Wealth
Ohio
$184K 22,074 +191 +0.9%
IFWM
52
Institute for Wealth Management
Colorado
$183K 21,942 +1,250 +6%
CIA
53
Capital Investment Advisors
Georgia
$181K 21,690 – –
Stifel Financial
54
Stifel Financial
Missouri
$177K 21,084 -9,902 -32%
B
55
Bellecapital
Switzerland
$163K 19,537 +499 +3%
PAG
56
Private Advisor Group
New Jersey
$161K 19,252 -2,653 -12%
CFGS
57
Concourse Financial Group Securities
Alabama
$161K 19,329 +1,238 +7%
CAN
58
Claraphi Advisory Network
United States
$158K 18,907 -7,419 -28%
OC
59
Oppenheimer & Co
New York
$152K 18,196 +504 +3%
SBIA
60
Sheaff Brock Investment Advisors
Indiana
$144K 17,326 -6,900 -28%
Goldman Sachs
61
Goldman Sachs
New York
$141K 16,924 +16,924 New
CDH
62
Charles D. Hyman
$138K 16,500 – –
SWP
63
Stratos Wealth Partners
Ohio
$130K 15,585 +1,060 +7%
SCP
64
Shorepoint Capital Partners
Massachusetts
$125K 15,000 -10,000 -40%
FFG
65
Ford Financial Group
California
$125K 15,000 – –
AAS
66
Avantax Advisory Services
Texas
$113K 13,720 -2,114 -13%
PA
67
Pinnacle Associates
New York
$112K 13,400 – –
SPIA
68
Steward Partners Investment Advisory
New York
$111K 13,387 +4,600 +52%
WCM
69
Windsor Capital Management
Arizona
$101K 12,149 +235 +2%
TPA
70
Trivium Point Advisory
Connecticut
$99K 11,627 – –
DP
71
Dearborn Partners
Illinois
$87K 10,397 -633 -6%
PFS
72
Prospera Financial Services
Texas
$86K 10,300 – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$61K 7,268 – –
FHA
74
Flagship Harbor Advisors
Massachusetts
$58K 7,000 – –
SIM
75
Sonora Investment Management
Arizona
$49K 5,829 – –
1 2
3
4 5