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CHI

Calamos Convertible Opportunities and Income Fund
CHI

115 hedge funds and large institutions have $141M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

6% more funds holding

Funds holding: 108 → 115 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.07% less ownership

Funds ownership: 18.74% → 18.68% (-0.07%)

3% less capital invested

Capital invested by funds: $146M → $141M (-$4.6M)

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
39
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$992K
2
Ameriprise
Ameriprise
Minnesota
+$528K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$469K
4
OFG
OTA Financial Group
New York
+$436K
5
Morgan Stanley
Morgan Stanley
New York
+$429K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.29M
2
Wells Fargo
Wells Fargo
California
-$1.17M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$712K
4
MCC
Money Concepts Capital
Florida
-$664K
5
AAM
Advisors Asset Management
Colorado
-$545K
Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
51
DF Dent & Co
Maryland
$315K +$2.77K +240 +0.8%
Stifel Financial
52
Stifel Financial
Missouri
$297K -$25.1K -2,178 -7%
WE
53
Wealth Effects
Massachusetts
$283K -$2.84K -246 -0.9%
TA
54
TFG Advisers
Michigan
$274K +$346 +30 +0.1%
HCM
55
Hollencrest Capital Management
California
$272K +$5.34K +463 +2%
LMKC
56
L.M. Kohn & Company
Ohio
$269K -$8.42K -730 -3%
AWM
57
Axxcess Wealth Management
California
$266K – – –
CCG
58
Capital CS Group
California
$265K +$291K +25,224 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$243K – – –
RW
60
RVW Wealth
California
$227K +$249K +21,600 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$226K -$2.73K -237 -1%
Truist Financial
62
Truist Financial
North Carolina
$217K – – –
CI
63
CX Institutional
Indiana
$215K – – –
PAG
64
Private Advisor Group
New Jersey
$213K +$5.51K +478 +2%
ASN
65
Advisory Services Network
Georgia
$209K +$3.21K +278 +1%
B
66
Bellecapital
Switzerland
$196K +$1.07K +93 +0.5%
SBIA
67
Sheaff Brock Investment Advisors
Indiana
$195K – – –
SIMG
68
Sonora Investment Management Group
Arizona
$195K +$11.5K +1,000 +6%
MW
69
Marcum Wealth
Ohio
$190K +$4.45K +386 +2%
SA
70
SAM Advisors
California
$181K -$104K -8,995 -34%
WS
71
Wedbush Securities
California
$179K -$2.31K -200 -1%
PA
72
Pinnacle Associates
New York
$179K – – –
CDH
73
Charles D. Hyman
$174K – – –
CW
74
Channel Wealth
California
$168K +$184K +15,932 New
KAS
75
Kestra Advisory Services
Texas
$162K -$12.1K -1,048 -6%
1 2
3
4 5

CHI Hedge Fund Activity: Q1 2023 in Review

115 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q1 2023, worth a combined $141M — down 3.2% from $146M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CHI positions and 10 closed out — a net gain of 10 holders — while 39 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $992K. The largest seller was Guggenheim Capital, cutting an estimated $1.29M.

  • 115 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q1 2023, up from 108 in Q4 2022.
  • Funds reported $141M of Calamos Convertible Opportunities and Income Fund stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 20 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q1 2023 and 10 closed out, a net change of +10 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q1 2023 was Bank of America, an estimated $992K added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q1 2023 was Guggenheim Capital, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2023.