Calamos Convertible Opportunities and Income Fund
110 hedge funds and large institutions have $146M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 15 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 33
0.6% more ownership
Funds ownership: 18.26% → 18.86% (+0.6%)
4% less funds holding
Funds holding: 115 → 110 (-5)
16% less capital invested
Capital invested by funds: $174M → $146M (-$27.9M)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$1.94M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.27M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.26M |
| 5 |
Morgan Stanley
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.49M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$797K |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$724K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$689K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$413K |
CHI Hedge Fund Activity: Q2 2022 in Review
110 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q2 2022, worth a combined $146M — down 16% from $174M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of CHI and 12 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 38 added.
The largest buyer was Connectus Wealth, opening a new position worth an estimated $1.94M. The largest seller was Royal Bank of Canada, cutting an estimated $1.49M.
- 110 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q2 2022, down from 115 in Q1 2022.
- Funds reported $146M of Calamos Convertible Opportunities and Income Fund stock for Q2 2022, down 16% quarter-over-quarter.
- 12 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q2 2022 and 15 closed out, a net change of -3 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q2 2022 was Connectus Wealth, an estimated $1.94M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q2 2022 was Royal Bank of Canada, an estimated $1.49M sold.
Based on aggregated 13F filings for Q2 2022.