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CHI

Calamos Convertible Opportunities and Income Fund
CHI

112 hedge funds and large institutions have $162M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

9% more capital invested

Capital invested by funds: $149M → $162M (+$13.1M)

4% more funds holding

Funds holding: 108 → 112 (+4)

2.05% more ownership

Funds ownership: 19.11% → 21.15% (+2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
34
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.5M
2
Wells Fargo
Wells Fargo
California
+$1.75M
3
LCM
Landscape Capital Management
New Jersey
+$1.17M
4
DADC
D.A. Davidson & Co
Montana
+$795K
5
GC
Guggenheim Capital
Illinois
+$579K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2M
2
SPC
Sigma Planning Corp
Michigan
-$789K
3
RCA
Reitz Capital Advisors
Michigan
-$768K
4
CAM
Cresset Asset Management
Illinois
-$748K
5
LPL Financial
LPL Financial
California
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$299K +$28.7K +2,786 +11%
SA
52
SAM Advisors
California
$297K +$89.9K +8,731 +44%
LMKC
53
L.M. Kohn & Company
Ohio
$296K +$855 +83 +0.3%
Stifel Financial
54
Stifel Financial
Missouri
$295K -$48.6K -4,719 -14%
MWM
55
Mission Wealth Management
California
$271K -$47.4K -4,600 -15%
SIMG
56
Sonora Investment Management Group
Arizona
$271K +$25.7K +2,500 +11%
GPFA
57
Game Plan Financial Advisors
Ohio
$270K +$269K +26,075 New
TA
58
TFG Advisers
Michigan
$268K -$7.31K -710 -3%
CCG
59
Capital CS Group
California
$261K – – –
HCM
60
Hollencrest Capital Management
California
$252K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$239K – – –
FAIM
62
Financial Advocates Investment Management
Washington
$234K +$1.58K +153 +0.7%
GWP
63
Gateway Wealth Partners
Wisconsin
$220K +$219K +21,261 New
CI
64
CX Institutional
Indiana
$212K – – –
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$210K +$906 +88 +0.4%
WE
66
Wealth Effects
Massachusetts
$208K -$43K -4,172 -17%
CA
67
CoreCap Advisors
Michigan
$201K +$31.9K +3,095 +19%
IFG
68
Independent Financial Group
California
$197K +$196K +19,000 New
Citadel Advisors
69
Citadel Advisors
Florida
$188K +$58.6K +5,694 +46%
EC
70
Elequin Capital
New York
$182K +$181K +17,553 New
PA
71
Pinnacle Associates
New York
$177K +$206 +20 +0.1%
WS
72
Wedbush Securities
California
$176K – – –
EWA
73
EP Wealth Advisors
California
$161K – – –
PIA
74
Perennial Investment Advisors
California
$156K +$422 +41 +0.3%
Invesco
75
Invesco
Georgia
$154K -$76K -7,376 -33%
1 2
3
4 5

CHI Hedge Fund Activity: Q4 2023 in Review

112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2023, worth a combined $162M — up 8.8% from $149M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CHI positions and 12 closed out — a net gain of 6 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Advisors Asset Management, cutting an estimated $2M.

  • 112 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2023, up from 108 in Q3 2023.
  • Funds reported $162M of Calamos Convertible Opportunities and Income Fund stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 18 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2023 and 12 closed out, a net change of +6 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $13.5M added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2023 was Advisors Asset Management, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2023.