CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $201M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
41
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.9M
2
UBS Group
2
UBS Group
Switzerland
$18.7M
3
KIM
3
Karpus Investment Management
New York
$2.68M
4
HI
4
Harbour Investments
Wisconsin
$2.54M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$7.96M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
GC
5
Guggenheim Capital
Illinois
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
51
TFG Advisers
Michigan
$403K 28,368 +175 +0.6%
IFWM
52
Institute for Wealth Management
Colorado
$401K 28,174 +1,653 +6%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$398K 28,000 -13,300 -32%
OC
54
Oppenheimer & Co
New York
$389K 27,359 +7,608 +39%
CAN
55
Claraphi Advisory Network
United States
$374K 26,268 +3,700 +16%
SWP
56
Stratos Wealth Partners
Ohio
$368K 25,906 +1,729 +7%
KAS
57
Kestra Advisory Services
Texas
$340K 23,940 -16,504 -41%
RCM
58
Robinson Capital Management
Michigan
$330K 22,882 -175 -0.8%
UCFA
59
United Capital Financial Advisors
Texas
$329K 23,101 -1,051 -4%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$329K 23,109 – –
B
61
Bellecapital
Switzerland
$302K 21,242 +395 +2%
CIA
62
Capital Investment Advisors
Georgia
$294K 20,690 -1,000 -5%
SBIA
63
Sheaff Brock Investment Advisors
Indiana
$288K 20,226 +1,700 +9%
FAIM
64
Financial Advocates Investment Management
Washington
$278K 19,556 +19,556 New
BAM
65
Belpointe Asset Management
Nevada
$252K 17,722 +5,700 +47%
PA
66
Pinnacle Associates
New York
$242K 17,000 – –
ASN
67
Advisory Services Network
Georgia
$237K 16,673 +6,488 +64%
CDH
68
Charles D. Hyman
$235K 16,500 – –
CAL
69
Capital Analysts LLC
Pennsylvania
$232K 16,350 +16,350 New
MW
70
Marcum Wealth
Ohio
$225K 15,842 +151 +1%
SFG
71
Sovereign Financial Group
Connecticut
$218K 15,350 +3,350 +28%
FFG
72
Ford Financial Group
California
$213K 15,000 – –
KOMWMG
73
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$179K 12,614 +460 +4%
MGIA
74
Moneta Group Investment Advisors
Missouri
$172K 12,096 -16 -0.1%
ACM
75
Allred Capital Management
Texas
$170K 11,930 +11,930 New
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3
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