CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $157M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
41
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.5M
2
CAM
2
Cresset Asset Management
Illinois
$932K
3
Truist Financial
3
Truist Financial
North Carolina
$1.06M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
DADC
5
D.A. Davidson & Co
Montana
$7.24M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$6.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
OFG
3
OTA Financial Group
New York
$0
4
CG
4
Colony Group
Massachusetts
$0
5
AWM
5
Axxcess Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$340K 30,323 -1,500 -5%
DDC
52
DF Dent & Co
Maryland
$335K 29,918 – –
LMKC
53
L.M. Kohn & Company
Ohio
$318K 28,432 +2,845 +11%
KAS
54
Kestra Advisory Services
Texas
$299K 26,739 +11,343 +74%
HCM
55
Hollencrest Capital Management
California
$295K 26,381 +507 +2%
TA
56
TFG Advisers
Michigan
$294K 26,230 +158 +0.6%
CCG
57
Capital CS Group
California
$283K 25,224 – –
WE
58
Wealth Effects
Massachusetts
$277K 24,698 -2,240 -8%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$258K 23,059 – –
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$258K 23,039 +23,039 New
FAIM
61
Financial Advocates Investment Management
Washington
$248K 22,128 +22,128 New
PAG
62
Private Advisor Group
New Jersey
$247K 22,079 +1,808 +9%
SIMG
63
Sonora Investment Management Group
Arizona
$242K 21,650 +3,150 +17%
RW
64
RVW Wealth
California
$242K 21,600 – –
CI
65
CX Institutional
Indiana
$230K 20,502 – –
ASN
66
Advisory Services Network
Georgia
$222K 19,795 -119 -0.6%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$221K 19,692 -1,776 -8%
B
68
Bellecapital
Switzerland
$208K 18,591 – –
SBIA
69
Sheaff Brock Investment Advisors
Indiana
$207K 18,526 – –
MW
70
Marcum Wealth
Ohio
$207K 18,517 +427 +2%
PA
71
Pinnacle Associates
New York
$191K 17,056 +56 +0.3%
WS
72
Wedbush Securities
California
$191K 17,010 +10 +0.1%
CDH
73
Charles D. Hyman
$185K 16,500 – –
EWA
74
EP Wealth Advisors
California
$174K 247,500 +245,622 +13,079%
PIA
75
Perennial Investment Advisors
California
$168K 15,000 – –
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