CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

102 hedge funds and large institutions have $129M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
-6
Holders Change %
-5.56%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
32
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$1.09M
2
AAS
2
Avantax Advisory Services
Texas
$1.58M
3
WAM
3
Wolverine Asset Management
Illinois
$458K
4
RCA
4
Reitz Capital Advisors
Michigan
$2.83M
5
AWS
5
Atria Wealth Solutions
New York
$435K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$6.83M
2
UBS Group
2
UBS Group
Switzerland
$12.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.63M
4
GWM
4
Geneos Wealth Management
Colorado
$81K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$240K 24,853 -8,893 -26%
HCM
52
Hollencrest Capital Management
California
$240K 24,938 +430 +2%
Stifel Financial
53
Stifel Financial
Missouri
$230K 23,824 +1,068 +5%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$222K 23,059 – –
ASN
55
Advisory Services Network
Georgia
$216K 22,323 +3,058 +16%
Truist Financial
56
Truist Financial
North Carolina
$200K 20,666 -275 -1%
CI
57
CX Institutional
Indiana
$198K 20,502 – –
SBIA
58
Sheaff Brock Investment Advisors
Indiana
$179K 18,526 +2,100 +13%
B
59
Bellecapital
Switzerland
$176K 18,206 +265 +1%
MW
60
Marcum Wealth
Ohio
$167K 17,298 +367 +2%
WS
61
Wedbush Securities
California
$166K 17,200 – –
PA
62
Pinnacle Associates
New York
$164K 17,000 – –
KAS
63
Kestra Advisory Services
Texas
$162K 16,803 -6,198 -27%
CDH
64
Charles D. Hyman
$159K 16,500 – –
AWM
65
Axxcess Wealth Management
California
$152K 15,684 +15,684 New
FFG
66
Ford Financial Group
California
$144K 15,000 – –
SFG
67
Sovereign Financial Group
Connecticut
$136K 14,030 – –
IWM
68
IHT Wealth Management
Illinois
$131K 13,540 -222 -2%
IA
69
IFP Advisors
Florida
$130K 11,019 +11 +0.1%
KPWS
70
Kestra Private Wealth Services
Texas
$128K 13,203 +2,280 +21%
BAM
71
Belpointe Asset Management
Nevada
$123K 12,700 – –
LCM
72
Landscape Capital Management
New Jersey
$122K 12,609 +12,609 New
EWA
73
EP Wealth Advisors
California
$116K 12,000 – –
CAN
74
Claraphi Advisory Network
United States
$115K 11,926 -895 -7%
BC
75
Barrett & Company
Rhode Island
$115K 10,900 +10,900 New
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