CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

104 hedge funds and large institutions have $200M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
36
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$2.58M
2
EGA
2
E&G Advisors
Texas
$603K
3
HI
3
Harbour Investments
Wisconsin
$3.1M
4
LPL Financial
4
LPL Financial
California
$5.59M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.94M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
GC
2
Guggenheim Capital
Illinois
$12.6M
3
Cohen & Steers
3
Cohen & Steers
New York
$5.35M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.44M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$374K 25,000 – –
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$346K 23,109 – –
ASN
53
Advisory Services Network
Georgia
$343K 22,932 +4,318 +23%
CAN
54
Claraphi Advisory Network
United States
$330K 22,011 -2,122 -9%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$320K 21,400 – –
CIA
56
Capital Investment Advisors
Georgia
$310K 20,690 – –
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$303K 20,226 – –
SIM
58
Sonora Investment Management
Arizona
$291K 19,450 +8,200 +73%
CA
59
Cetera Advisors
Colorado
$283K 18,875 +7,054 +60%
UCFA
60
United Capital Financial Advisors
Texas
$280K 18,690 +89 +0.5%
B
61
Bellecapital
Switzerland
$259K 17,293 -21,471 -55%
BAM
62
Belpointe Asset Management
Nevada
$256K 17,107 +10 +0.1%
PA
63
Pinnacle Associates
New York
$254K 17,000 – –
CDH
64
Charles D. Hyman
$247K 16,500 – –
CAL
65
Capital Analysts LLC
Pennsylvania
$245K 16,350 – –
MW
66
Marcum Wealth
Ohio
$242K 16,156 +156 +1%
CI
67
CX Institutional
Indiana
$232K 15,500 – –
FFG
68
Ford Financial Group
California
$224K 15,000 – –
SA
69
SAM Advisors
California
$217K 14,405 +14,405 New
SFG
70
Sovereign Financial Group
Connecticut
$214K 14,313 -1,037 -7%
MML Investors Services
71
MML Investors Services
Massachusetts
$203K 13,543 +551 +4%
Mariner
72
Mariner
Kansas
$203K 13,556 +13,556 New
MGIA
73
Moneta Group Investment Advisors
Missouri
$181K 12,091 -302 -2%
VWA
74
Visionary Wealth Advisors
Illinois
$161K 10,758 +125 +1%
Goldman Sachs
75
Goldman Sachs
New York
$158K 10,538 +10,538 New
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3
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