CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

91 hedge funds and large institutions have $144M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
-6
Holders Change %
-6.19%
% 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
29
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.4M
2
WAM
2
Wolverine Asset Management
Illinois
$1.42M
3
AAM
3
Advisors Asset Management
Colorado
$11.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$848K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$658K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.21M
2
Bank of America
2
Bank of America
North Carolina
$9.17M
3
GC
3
Guggenheim Capital
Illinois
$10.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.58M
5
LPL Financial
5
LPL Financial
California
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
51
Institute for Wealth Management
Colorado
$243K 22,822 +880 +4%
FAAS
52
First Allied Advisory Services
California
$242K 22,788 -2,081 -8%
KM
53
Kalos Management
Georgia
$236K 20,865 +865 +4%
CIA
54
Capital Investment Advisors
Georgia
$231K 21,690 – –
MW
55
Marcum Wealth
Ohio
$227K 21,374 -700 -3%
B
56
Bellecapital
Switzerland
$213K 20,023 +486 +2%
APW
57
Aurora Private Wealth
New Jersey
$210K 19,775 -21,505 -52%
SFS
58
Shaker Financial Services
Virginia
$208K 19,502 -7,666 -28%
SWP
59
Stratos Wealth Partners
Ohio
$207K 19,420 +3,835 +25%
PAG
60
Private Advisor Group
New Jersey
$205K 19,286 +34 +0.2%
SBIA
61
Sheaff Brock Investment Advisors
Indiana
$197K 18,526 +1,200 +7%
OC
62
Oppenheimer & Co
New York
$194K 18,199 +3 +0%
CDH
63
Charles D. Hyman
$176K 16,500 – –
CAN
64
Claraphi Advisory Network
United States
$175K 16,436 -2,471 -13%
FFG
65
Ford Financial Group
California
$159K 15,000 – –
AAS
66
Avantax Advisory Services
Texas
$144K 13,501 -219 -2%
PA
67
Pinnacle Associates
New York
$143K 13,400 – –
WCM
68
Windsor Capital Management
Arizona
$131K 12,368 +219 +2%
TPA
69
Trivium Point Advisory
Connecticut
$126K 11,627 – –
DP
70
Dearborn Partners
Illinois
$111K 10,397 – –
PFS
71
Prospera Financial Services
Texas
$110K 10,300 – –
SPIA
72
Steward Partners Investment Advisory
New York
$95K 8,888 -4,499 -34%
FHA
73
Flagship Harbor Advisors
Massachusetts
$79K 7,500 +500 +7%
CFGS
74
Concourse Financial Group Securities
Alabama
$63K 5,902 -13,427 -69%
SIM
75
Sonora Investment Management
Arizona
$62K 5,829 – –
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3
4 5