CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

109 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 17 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
34
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.1M
2
MSA
2
Marathon Strategic Advisors
Pennsylvania
$1.88M
3
Wells Fargo
3
Wells Fargo
California
$14.7M
4
LCM
4
Landscape Capital Management
New Jersey
$1.18M
5
DADC
5
D.A. Davidson & Co
Montana
$7.57M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$3.79M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
RCA
3
Reitz Capital Advisors
Michigan
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
LPL Financial
5
LPL Financial
California
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
51
SAM Advisors
California
$297K 28,628 +8,731 +44%
LMKC
52
L.M. Kohn & Company
Ohio
$296K 28,591 +83 +0.3%
Stifel Financial
53
Stifel Financial
Missouri
$295K 28,501 -4,719 -14%
MWM
54
Mission Wealth Management
California
$271K 26,175 -4,600 -15%
SIMG
55
Sonora Investment Management Group
Arizona
$271K 26,150 +2,500 +11%
GPFA
56
Game Plan Financial Advisors
Ohio
$270K 26,075 +26,075 New
TA
57
TFG Advisers
Michigan
$268K 25,824 -710 -3%
CCG
58
Capital CS Group
California
$261K 25,224 – –
HCM
59
Hollencrest Capital Management
California
$252K 24,293 – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$239K 23,059 – –
FAIM
61
Financial Advocates Investment Management
Washington
$234K 22,622 +153 +0.7%
GWP
62
Gateway Wealth Partners
Wisconsin
$220K 21,261 +21,261 New
CI
63
CX Institutional
Indiana
$212K 20,502 – –
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$210K 20,280 +88 +0.4%
WE
65
Wealth Effects
Massachusetts
$208K 20,086 -4,172 -17%
CA
66
CoreCap Advisors
Michigan
$201K 19,435 +3,095 +19%
Citadel Advisors
67
Citadel Advisors
Florida
$188K 18,186 +5,694 +46%
EC
68
Elequin Capital
New York
$182K 17,553 +17,553 New
PA
69
Pinnacle Associates
New York
$177K 17,132 +20 +0.1%
WS
70
Wedbush Securities
California
$176K 17,010 – –
EWA
71
EP Wealth Advisors
California
$161K 15,500 – –
PIA
72
Perennial Investment Advisors
California
$156K 15,041 +41 +0.3%
Invesco
73
Invesco
Georgia
$154K 14,856 -7,376 -33%
AWM
74
AE Wealth Management
Kansas
$150K 14,217 +14,217 New
MWM
75
Melfa Wealth Management
Massachusetts
$144K 13,923 +73 +0.5%
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