CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $149M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
106
Holders Change
–
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
39
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.1M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.84M
5
AAS
5
Avantax Advisory Services
Texas
$2.85M

Top Sellers

1
RCA
1
Reitz Capital Advisors
Michigan
$768K
2
EWA
2
EP Wealth Advisors
California
$163K
3
Bank of America
3
Bank of America
North Carolina
$9.51M
4
MA
4
Mutual Advisors
Nebraska
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$320K 30,323 – –
DDC
52
DF Dent & Co
Maryland
$318K 30,161 +243 +0.8%
LMKC
53
L.M. Kohn & Company
Ohio
$300K 28,508 +76 +0.3%
TA
54
TFG Advisers
Michigan
$280K 26,534 +304 +1%
PAG
55
Private Advisor Group
New Jersey
$275K 26,084 +4,005 +18%
CCG
56
Capital CS Group
California
$266K 25,224 – –
HCM
57
Hollencrest Capital Management
California
$256K 24,293 -2,088 -8%
WE
58
Wealth Effects
Massachusetts
$256K 24,258 -440 -2%
SIMG
59
Sonora Investment Management Group
Arizona
$249K 23,650 +2,000 +9%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$243K 23,059 – –
FAIM
61
Financial Advocates Investment Management
Washington
$237K 22,469 +341 +2%
Invesco
62
Invesco
Georgia
$234K 22,232 -12,453 -36%
RW
63
RVW Wealth
California
$228K 21,600 – –
CI
64
CX Institutional
Indiana
$216K 20,502 – –
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$213K 20,192 +500 +3%
AWM
66
Axxcess Wealth Management
California
$211K 20,000 +20,000 New
SA
67
SAM Advisors
California
$210K 19,897 +19,897 New
ASN
68
Advisory Services Network
Georgia
$203K 19,290 -505 -3%
MW
69
Marcum Wealth
Ohio
$200K 18,946 +429 +2%
B
70
Bellecapital
Switzerland
$196K 18,591 – –
PA
71
Pinnacle Associates
New York
$180K 17,112 +56 +0.3%
WS
72
Wedbush Securities
California
$179K 17,010 – –
KPWS
73
Kestra Private Wealth Services
Texas
$176K 16,665 +4,678 +39%
CA
74
CoreCap Advisors
Michigan
$172K 16,340 +2,940 +22%
EWA
75
EP Wealth Advisors
California
$163K 15,500 -232,000 -94%
1 2
3
4 5