CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

109 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, 21 reducing their positions, and 8 closing their positions.

Holders
109
Holders Change
+13
Holders Change %
+13.54%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
42
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$9.35M
2
Cohen & Steers
2
Cohen & Steers
New York
$16.2M
3
UBS Group
3
UBS Group
Switzerland
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.89M
5
Bank of America
5
Bank of America
North Carolina
$12.7M

Top Sellers

1
MGWM
1
Marks Group Wealth Management
Minnesota
$0
2
DADC
2
D.A. Davidson & Co
Montana
$5.36M
3
TYCC
3
Texas Yale Capital Corp
Florida
$0
4
DA
4
Doliver Advisors
Texas
$0
5
Invesco
5
Invesco
Georgia
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$389K 28,759 +1,569 +6%
KPWS
52
Kestra Private Wealth Services
Texas
$385K 28,198 -5,834 -17%
TA
53
TFG Advisers
Michigan
$381K 28,193 +373 +1%
IFWM
54
Institute for Wealth Management
Colorado
$359K 26,521 +3,492 +15%
DBIA
55
Dumont & Blake Investment Advisors
New Jersey
$353K 26,055 – –
UCFA
56
United Capital Financial Advisors
Texas
$327K 24,152 -3,800 -14%
SWP
57
Stratos Wealth Partners
Ohio
$327K 24,177 +3,847 +19%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$313K 23,109 +23,109 New
RCM
59
Robinson Capital Management
Michigan
$312K 23,057 +23,057 New
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$311K 23,000 +23,000 New
KM
61
Kalos Management
Georgia
$309K 20,865 – –
CAN
62
Claraphi Advisory Network
United States
$306K 22,568 +1,733 +8%
CIA
63
Capital Investment Advisors
Georgia
$294K 21,690 – –
NL
64
NWAM LLC
Washington
$286K 21,155 -2,755 -12%
B
65
Bellecapital
Switzerland
$282K 20,847 +395 +2%
OC
66
Oppenheimer & Co
New York
$267K 19,751 +3 +0%
CRC
67
Curi RMB Capital
Illinois
$251K 18,538 -53,612 -74%
SBIA
68
Sheaff Brock Investment Advisors
Indiana
$251K 18,526 – –
APW
69
Aurora Private Wealth
New Jersey
$238K 17,575 -900 -5%
PA
70
Pinnacle Associates
New York
$230K 17,000 +600 +4%
CDH
71
Charles D. Hyman
$223K 16,500 – –
MW
72
Marcum Wealth
Ohio
$212K 15,691 +152 +1%
FFG
73
Ford Financial Group
California
$203K 15,000 – –
Millennium Management
74
Millennium Management
New York
$185K 13,700 +13,700 New
KOMWMG
75
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$165K 12,154 +174 +1%
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