CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

107 hedge funds and large institutions have $203M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$3.15M
2
GC
2
Guggenheim Capital
Illinois
$14.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.7M
4
NA
4
NewEdge Advisors
Louisiana
$863K
5
LPL Financial
5
LPL Financial
California
$6.42M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.7M
2
PAG
2
Private Advisor Group
New Jersey
$964K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.84M
4
KAS
4
Kestra Advisory Services
Texas
$186K
5
AAM
5
Advisors Asset Management
Colorado
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$397K 26,290 +7,600 +41%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$344K 22,744 -365 -2%
AWM
53
Axxcess Wealth Management
California
$333K 22,044 +22,044 New
SPIA
54
Steward Partners Investment Advisory
New York
$326K 21,566 +11,540 +115%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$323K 21,400 – –
Truist Financial
56
Truist Financial
North Carolina
$320K 21,166 -18,948 -47%
ASN
57
Advisory Services Network
Georgia
$315K 20,842 -2,090 -9%
FAIM
58
Financial Advocates Investment Management
Washington
$314K 20,764 -4,938 -19%
SIMG
59
Sonora Investment Management Group
Arizona
$314K 20,750 +20,750 New
CI
60
CX Institutional
Indiana
$309K 20,471 +4,971 +32%
SBIA
61
Sheaff Brock Investment Advisors
Indiana
$306K 20,226 – –
CAN
62
Claraphi Advisory Network
United States
$287K 18,993 -3,018 -14%
B
63
Bellecapital
Switzerland
$264K 17,476 +183 +1%
BAM
64
Belpointe Asset Management
Nevada
$259K 17,117 +10 +0.1%
PA
65
Pinnacle Associates
New York
$257K 17,000 – –
CIA
66
Capital Investment Advisors
Georgia
$251K 16,590 -4,100 -20%
CDH
67
Charles D. Hyman
$249K 16,500 – –
CAL
68
Capital Analysts LLC
Pennsylvania
$247K 16,350 – –
MW
69
Marcum Wealth
Ohio
$246K 16,312 +156 +1%
MML Investors Services
70
MML Investors Services
Massachusetts
$239K 15,837 +2,294 +17%
CA
71
Cetera Advisors
Colorado
$212K 14,024 -4,851 -26%
SFG
72
Sovereign Financial Group
Connecticut
$203K 13,463 -850 -6%
KOMWMG
73
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$199K 13,148 +13,148 New
Neuberger Berman Group
74
Neuberger Berman Group
New York
$196K 13,000 -12,000 -48%
DWM
75
Doyle Wealth Management
Florida
$188K 12,467 +12,467 New
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3
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