CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

113 hedge funds and large institutions have $174M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
42
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.15M
2
MCC
2
Money Concepts Capital
Florida
$689K
3
AWS
3
Atria Wealth Solutions
New York
$544K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.69M
5
AAM
5
Advisors Asset Management
Colorado
$14.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
Stifel Financial
3
Stifel Financial
Missouri
$280K
4
Wells Fargo
4
Wells Fargo
California
$15.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
51
Hollencrest Capital Management
California
$370K 27,972 +417 +2%
SWP
52
Stratos Wealth Partners
Ohio
$370K 27,981 +810 +3%
LNWWM
53
Laird Norton Wetherby Wealth Management
California
$346K 26,197 +4,797 +22%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$314K 23,763 +1,019 +4%
UCFA
55
United Capital Financial Advisors
Texas
$313K 23,681 -2,609 -10%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$305K 23,059 -4,957 -18%
SIMG
57
Sonora Investment Management Group
Arizona
$304K 23,050 +2,300 +11%
SA
58
SAM Advisors
California
$288K 21,814 +10,404 +91%
Stifel Financial
59
Stifel Financial
Missouri
$280K 21,169 -58,292 -73%
Truist Financial
60
Truist Financial
North Carolina
$280K 21,166 – –
CI
61
CX Institutional
Indiana
$271K 20,502 +31 +0.2%
CAN
62
Claraphi Advisory Network
United States
$265K 20,071 +1,078 +6%
MML Investors Services
63
MML Investors Services
Massachusetts
$244K 18,480 +2,643 +17%
ASN
64
Advisory Services Network
Georgia
$243K 18,399 -2,443 -12%
KAS
65
Kestra Advisory Services
Texas
$235K 17,796 +5,501 +45%
WS
66
Wedbush Securities
California
$235K 17,789 +17,789 New
SBIA
67
Sheaff Brock Investment Advisors
Indiana
$234K 17,726 -2,500 -12%
B
68
Bellecapital
Switzerland
$234K 17,685 +209 +1%
BAM
69
Belpointe Asset Management
Nevada
$227K 17,129 +12 +0.1%
PA
70
Pinnacle Associates
New York
$225K 17,000 – –
MW
71
Marcum Wealth
Ohio
$219K 16,575 +263 +2%
CDH
72
Charles D. Hyman
$218K 16,500 – –
CAL
73
Capital Analysts LLC
Pennsylvania
$216K 16,350 – –
CIA
74
Capital Investment Advisors
Georgia
$206K 15,590 -1,000 -6%
SLWA
75
San Luis Wealth Advisors
California
$200K 13,235 +13,235 New
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3
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