CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

113 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.

Holders
113
Holders Change
+7
Holders Change %
+6.6%
% of All Funds
1.81%
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

1
Bank of America
1
Bank of America
North Carolina
$10.3M
2
Ameriprise
2
Ameriprise
Minnesota
$4.67M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$428K
4
OFG
4
OTA Financial Group
New York
$398K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.01M
2
GC
2
Guggenheim Capital
Illinois
$7.01M
3
Wells Fargo
3
Wells Fargo
California
$10.6M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$407K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$297K 28,195 -2,178 -7%
WE
52
Wealth Effects
Massachusetts
$283K 26,938 -246 -0.9%
TA
53
TFG Advisers
Michigan
$274K 26,072 +30 +0.1%
HCM
54
Hollencrest Capital Management
California
$272K 25,874 +463 +2%
LMKC
55
L.M. Kohn & Company
Ohio
$269K 25,587 -730 -3%
AWM
56
Axxcess Wealth Management
California
$266K 25,238 – –
CCG
57
Capital CS Group
California
$265K 25,224 +25,224 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$243K 23,059 – –
RW
59
RVW Wealth
California
$227K 21,600 +21,600 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$226K 21,468 -237 -1%
Truist Financial
61
Truist Financial
North Carolina
$217K 20,666 – –
CI
62
CX Institutional
Indiana
$215K 20,502 – –
PAG
63
Private Advisor Group
New Jersey
$213K 20,271 +478 +2%
ASN
64
Advisory Services Network
Georgia
$209K 19,914 +278 +1%
B
65
Bellecapital
Switzerland
$196K 18,591 +93 +0.5%
SBIA
66
Sheaff Brock Investment Advisors
Indiana
$195K 18,526 – –
SIMG
67
Sonora Investment Management Group
Arizona
$195K 18,500 +1,000 +6%
MW
68
Marcum Wealth
Ohio
$190K 18,090 +386 +2%
SA
69
SAM Advisors
California
$181K 17,214 -8,995 -34%
WS
70
Wedbush Securities
California
$179K 17,000 -200 -1%
PA
71
Pinnacle Associates
New York
$179K 17,000 – –
CDH
72
Charles D. Hyman
$174K 16,500 – –
CW
73
Channel Wealth
California
$168K 15,932 +15,932 New
KAS
74
Kestra Advisory Services
Texas
$162K 15,396 -1,048 -6%
PIA
75
Perennial Investment Advisors
California
$158K 15,000 +15,000 New
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3
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