CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

105 hedge funds and large institutions have $206M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
41
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$22.7M
2
GC
2
Guggenheim Capital
Illinois
$13.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.22M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.31M
5
Wells Fargo
5
Wells Fargo
California
$19.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.6M
2
KIM
2
Karpus Investment Management
New York
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$6.3M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
CA
5
Cetera Advisors
Colorado
$179K
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$385K 25,350 -556 -2%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$379K 25,000 -3,000 -11%
CAN
53
Claraphi Advisory Network
United States
$366K 24,133 -2,135 -8%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$351K 23,109 – –
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$325K 21,400 +21,400 New
CIA
56
Capital Investment Advisors
Georgia
$314K 20,690 – –
FAIM
57
Financial Advocates Investment Management
Washington
$313K 20,647 +1,091 +6%
SBIA
58
Sheaff Brock Investment Advisors
Indiana
$307K 20,226 – –
UCFA
59
United Capital Financial Advisors
Texas
$282K 18,601 -4,500 -19%
ASN
60
Advisory Services Network
Georgia
$282K 18,614 +1,941 +12%
BAM
61
Belpointe Asset Management
Nevada
$260K 17,097 -625 -4%
PA
62
Pinnacle Associates
New York
$258K 17,000 – –
CDH
63
Charles D. Hyman
$250K 16,500 – –
CAL
64
Capital Analysts LLC
Pennsylvania
$248K 16,350 – –
MW
65
Marcum Wealth
Ohio
$243K 16,000 +158 +1%
CI
66
CX Institutional
Indiana
$235K 15,500 +15,500 New
FFG
67
Ford Financial Group
California
$227K 15,000 – –
SFG
68
Sovereign Financial Group
Connecticut
$218K 15,350 – –
MML Investors Services
69
MML Investors Services
Massachusetts
$197K 12,992 +12,992 New
KOMWMG
70
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$194K 12,793 +179 +1%
MGIA
71
Moneta Group Investment Advisors
Missouri
$188K 12,393 +297 +2%
APA
72
American Portfolios Advisors
New York
$186K 12,266 +961 +9%
SWM
73
Spire Wealth Management
Virginia
$185K 12,225 +6,000 +96%
CA
74
Cetera Advisors
Colorado
$179K 11,821 -56,980 -83%
TPA
75
Trivium Point Advisory
Connecticut
$176K 11,627 – –
1 2
3
4 5