CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

108 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, 37 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
108
Holders Change
-5
Holders Change %
-4.42%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
37
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Harbour Investments
Wisconsin
$1.88M
2
CW
2
Connectus Wealth
Ohio
$1.75M
3
BPA
3
Beacon Pointe Advisors
California
$1.28M
4
UBS Group
4
UBS Group
Switzerland
$14.7M
5
LPL Financial
5
LPL Financial
California
$6.02M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.4M
2
CAG
2
Csenge Advisory Group
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$9.89M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$825K
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$279K 26,017 -1,964 -7%
HCM
52
Hollencrest Capital Management
California
$262K 24,508 -3,464 -12%
LMKC
53
L.M. Kohn & Company
Ohio
$259K 24,130 +24,130 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$257K 23,954 +191 +0.8%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$248K 23,059 – –
KAS
56
Kestra Advisory Services
Texas
$247K 23,001 +5,205 +29%
Stifel Financial
57
Stifel Financial
Missouri
$244K 22,756 +1,587 +7%
Truist Financial
58
Truist Financial
North Carolina
$224K 20,941 -225 -1%
AWS
59
Atria Wealth Solutions
New York
$220K 20,489 -20,690 -50%
CI
60
CX Institutional
Indiana
$220K 20,502 – –
ASN
61
Advisory Services Network
Georgia
$207K 19,265 +866 +5%
MML Investors Services
62
MML Investors Services
Massachusetts
$192K 17,953 -527 -3%
B
63
Bellecapital
Switzerland
$192K 17,941 +256 +1%
WS
64
Wedbush Securities
California
$184K 17,200 -589 -3%
PA
65
Pinnacle Associates
New York
$182K 17,000 – –
MW
66
Marcum Wealth
Ohio
$182K 16,931 +356 +2%
CDH
67
Charles D. Hyman
$177K 16,500 – –
SBIA
68
Sheaff Brock Investment Advisors
Indiana
$176K 16,426 -1,300 -7%
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$168K 15,594 -10,603 -40%
MSWMA
70
Market Street Wealth Management Advisors
Indiana
$168K 15,647 +15,647 New
FFG
71
Ford Financial Group
California
$160K 15,000 – –
CIA
72
Capital Investment Advisors
Georgia
$156K 14,590 -1,000 -6%
SFG
73
Sovereign Financial Group
Connecticut
$150K 14,030 -700 -5%
IWM
74
IHT Wealth Management
Illinois
$148K 13,762 +31 +0.2%
CAN
75
Claraphi Advisory Network
United States
$137K 12,821 -7,250 -36%
1 2
3
4 5