CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $145M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+4
Holders Change %
+3.92%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
33
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
1
Lindbrook Capital
California
$4M
2
MGWM
2
Marks Group Wealth Management
Minnesota
$958K
3
GC
3
Guggenheim Capital
Illinois
$8.18M
4
MCC
4
Money Concepts Capital
Florida
$664K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.06M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$8.9M
2
BPA
2
Beacon Pointe Advisors
California
$608K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.24M
4
Wells Fargo
4
Wells Fargo
California
$11.7M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LMKC
51
L.M. Kohn & Company
Ohio
$277K 26,317 +873 +3%
SA
52
SAM Advisors
California
$275K 26,209 +26,209 New
TA
53
TFG Advisers
Michigan
$274K 26,042 -1,504 -5%
HCM
54
Hollencrest Capital Management
California
$267K 25,411 +473 +2%
AWM
55
Axxcess Wealth Management
California
$265K 25,238 +9,554 +61%
CAN
56
Claraphi Advisory Network
United States
$261K 24,864 +12,938 +108%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$242K 23,059 – –
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$228K 21,705 +21,705 New
Truist Financial
59
Truist Financial
North Carolina
$217K 20,666 – –
CI
60
CX Institutional
Indiana
$215K 20,502 – –
UCFA
61
United Capital Financial Advisors
Texas
$209K 19,913 -4,940 -20%
ASN
62
Advisory Services Network
Georgia
$206K 19,636 -2,687 -12%
SBIA
63
Sheaff Brock Investment Advisors
Indiana
$195K 18,526 – –
B
64
Bellecapital
Switzerland
$194K 18,498 +292 +2%
TA
65
Townsend & Associates
Colorado
$192K 15,856 +15,856 New
MW
66
Marcum Wealth
Ohio
$186K 17,704 +406 +2%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$185K 17,633 +17,633 New
SIMG
68
Sonora Investment Management Group
Arizona
$184K 17,500 -8,850 -34%
WS
69
Wedbush Securities
California
$181K 17,200 – –
CA
70
CoreCap Advisors
Michigan
$180K 17,115 +17,115 New
PA
71
Pinnacle Associates
New York
$179K 17,000 – –
CDH
72
Charles D. Hyman
$173K 16,500 – –
KAS
73
Kestra Advisory Services
Texas
$173K 16,444 -359 -2%
FFG
74
Ford Financial Group
California
$158K 15,000 – –
MWM
75
Melfa Wealth Management
Massachusetts
$144K 13,657 +13,657 New
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3
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