Calamos Convertible Opportunities and Income Fund
111 hedge funds and large institutions have $203M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 8 closing their positions.
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
91% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 22
31% more capital invested
Capital invested by funds: $155M → $203M (+$48.5M)
13% more funds holding
Funds holding: 98 → 111 (+13)
1.34% more ownership
Funds ownership: 19.83% → 21.17% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.48M |
| 2 |
Cohen & Steers
New York
|
+$4.02M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.27M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
-$1.72M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.09M |
| 3 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$830K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$822K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$695K |
CHI Hedge Fund Activity: Q4 2020 in Review
111 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2020, worth a combined $203M — up 31% from $155M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CHI positions and 8 closed out — a net gain of 15 holders — while 42 added to existing stakes and 22 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $4.48M. The largest seller was Marks Group Wealth Management, exiting entirely with an estimated $1.72M sold.
- 111 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2020, up from 98 in Q3 2020.
- Funds reported $203M of Calamos Convertible Opportunities and Income Fund stock for Q4 2020, up 31% quarter-over-quarter.
- 23 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2020 and 8 closed out, a net change of +15 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2020 was Rivernorth Capital Management, an estimated $4.48M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2020 was Marks Group Wealth Management, an estimated $1.72M sold.
Based on aggregated 13F filings for Q4 2020.