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CHI

Calamos Convertible Opportunities and Income Fund
CHI

108 hedge funds and large institutions have $146M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $130M → $146M (+$15.8M)

4% more funds holding

Funds holding: 104 → 108 (+4)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.21% more ownership

Funds ownership: 18.53% → 18.74% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
34
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LC
Lindbrook Capital
California
+$4M
2
MGWM
Marks Group Wealth Management
Minnesota
+$984K
3
GC
Guggenheim Capital
Illinois
+$762K
4
MCC
Money Concepts Capital
Florida
+$682K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$667K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2.14M
2
BPA
Beacon Pointe Advisors
California
-$661K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$643K
4
Wells Fargo
Wells Fargo
California
-$634K
5
WAM
Wolverine Asset Management
Illinois
-$458K
Name Holding Trade Value Shares
Change 		Change in
Stake
WE
51
Wealth Effects
Massachusetts
$286K -$475 -44 -0.2%
LMKC
52
L.M. Kohn & Company
Ohio
$277K +$9.43K +873 +3%
SA
53
SAM Advisors
California
$275K +$283K +26,209 New
TA
54
TFG Advisers
Michigan
$274K -$16.2K -1,504 -5%
HCM
55
Hollencrest Capital Management
California
$267K +$5.11K +473 +2%
AWM
56
Axxcess Wealth Management
California
$265K +$103K +9,554 +61%
CAN
57
Claraphi Advisory Network
United States
$261K +$140K +12,938 +108%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$242K – – –
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$228K +$234K +21,705 New
Truist Financial
60
Truist Financial
North Carolina
$217K – – –
CI
61
CX Institutional
Indiana
$215K – – –
UCFA
62
United Capital Financial Advisors
Texas
$209K -$53.3K -4,940 -20%
ASN
63
Advisory Services Network
Georgia
$206K -$29K -2,687 -12%
SBIA
64
Sheaff Brock Investment Advisors
Indiana
$195K – – –
B
65
Bellecapital
Switzerland
$194K +$3.15K +292 +2%
TA
66
Townsend & Associates
Colorado
$192K +$171K +15,856 New
MW
67
Marcum Wealth
Ohio
$186K +$4.38K +406 +2%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$185K +$190K +17,633 New
SIMG
69
Sonora Investment Management Group
Arizona
$184K -$95.6K -8,850 -34%
WS
70
Wedbush Securities
California
$181K – – –
CA
71
CoreCap Advisors
Michigan
$180K +$185K +17,115 New
PA
72
Pinnacle Associates
New York
$179K – – –
CDH
73
Charles D. Hyman
$173K – – –
KAS
74
Kestra Advisory Services
Texas
$173K -$3.88K -359 -2%
FFG
75
Ford Financial Group
California
$158K – – –
1 2
3
4 5

CHI Hedge Fund Activity: Q4 2022 in Review

108 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2022, worth a combined $146M — up 12% from $130M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CHI positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Lindbrook Capital, adding an estimated $4M. The largest seller was Advisors Asset Management, cutting an estimated $2.14M.

  • 108 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2022, up from 104 in Q3 2022.
  • Funds reported $146M of Calamos Convertible Opportunities and Income Fund stock for Q4 2022, up 12% quarter-over-quarter.
  • 15 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2022 and 8 closed out, a net change of +7 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2022 was Lindbrook Capital, an estimated $4M added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2022 was Advisors Asset Management, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2022.