CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

96 hedge funds and large institutions have $155M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
37
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.59M
2
Cohen & Steers
2
Cohen & Steers
New York
$9.61M
3
WAM
3
Wolverine Asset Management
Illinois
$3.22M
4
LCM
4
Landscape Capital Management
New Jersey
$1.65M
5
AAM
5
Advisors Asset Management
Colorado
$12.7M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$0
2
GC
2
Guggenheim Capital
Illinois
$9.88M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.72M
4
TYCC
4
Texas Yale Capital Corp
Florida
$830K
5
Wells Fargo
5
Wells Fargo
California
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$307K 27,952 -651 -2%
TA
52
TFG Advisers
Michigan
$306K 27,820 +240 +0.9%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$299K 27,190 +4,000 +17%
DBIA
54
Dumont & Blake Investment Advisors
New Jersey
$287K 26,055 – –
PAG
55
Private Advisor Group
New Jersey
$278K 25,315 +6,029 +31%
NL
56
NWAM LLC
Washington
$263K 23,910 – –
FAAS
57
First Allied Advisory Services
California
$255K 23,153 +365 +2%
IFWM
58
Institute for Wealth Management
Colorado
$253K 23,029 +207 +0.9%
KM
59
Kalos Management
Georgia
$244K 20,865 – –
CIA
60
Capital Investment Advisors
Georgia
$239K 21,690 – –
CAN
61
Claraphi Advisory Network
United States
$229K 20,835 +4,399 +27%
B
62
Bellecapital
Switzerland
$225K 20,452 +429 +2%
SWP
63
Stratos Wealth Partners
Ohio
$224K 20,330 +910 +5%
OC
64
Oppenheimer & Co
New York
$217K 19,748 +1,549 +9%
SBIA
65
Sheaff Brock Investment Advisors
Indiana
$204K 18,526 – –
APW
66
Aurora Private Wealth
New Jersey
$203K 18,475 -1,300 -7%
CDH
67
Charles D. Hyman
$181K 16,500 – –
PA
68
Pinnacle Associates
New York
$180K 16,400 +3,000 +22%
MW
69
Marcum Wealth
Ohio
$171K 15,539 -5,835 -27%
FFG
70
Ford Financial Group
California
$165K 15,000 – –
KOMWMG
71
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$132K 11,980 -57,143 -83%
ACM
72
Allred Capital Management
Texas
$129K 11,812 +11,812 New
TPA
73
Trivium Point Advisory
Connecticut
$128K 11,627 – –
PFS
74
Prospera Financial Services
Texas
$113K 10,300 – –
SPIA
75
Steward Partners Investment Advisory
New York
$109K 9,888 +1,000 +11%
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3
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