CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $160M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
39
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.7M
2
DADC
2
D.A. Davidson & Co
Montana
$9.56M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.55M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
AAM
2
Advisors Asset Management
Colorado
$2.23M
3
MSA
3
Marathon Strategic Advisors
Pennsylvania
$0
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$310K 27,276 -5,909 -18%
Stifel Financial
52
Stifel Financial
Missouri
$307K 27,055 -1,446 -5%
SIMG
53
Sonora Investment Management Group
Arizona
$299K 26,350 +200 +0.8%
GPFA
54
Game Plan Financial Advisors
Ohio
$296K 26,075 – –
TA
55
TFG Advisers
Michigan
$291K 25,611 -213 -0.8%
MWM
56
Mission Wealth Management
California
$290K 25,525 -650 -2%
CCG
57
Capital CS Group
California
$286K 25,224 – –
HCM
58
Hollencrest Capital Management
California
$276K 24,293 – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$262K 23,059 – –
FAIM
60
Financial Advocates Investment Management
Washington
$258K 22,770 +148 +0.7%
Mariner
61
Mariner
Kansas
$239K 21,026 +8,310 +65%
CI
62
CX Institutional
Indiana
$233K 20,502 – –
WE
63
Wealth Effects
Massachusetts
$228K 20,127 +41 +0.2%
PI
64
PFG Investments
New York
$209K 18,401 +18,401 New
GWP
65
Gateway Wealth Partners
Wisconsin
$200K 17,636 -3,625 -17%
CA
66
CoreCap Advisors
Michigan
$194K 17,072 -2,363 -12%
WS
67
Wedbush Securities
California
$193K 17,010 – –
EWA
68
EP Wealth Advisors
California
$176K 15,500 – –
KAS
69
Kestra Advisory Services
Texas
$173K 15,221 +3,879 +34%
PIA
70
Perennial Investment Advisors
California
$171K 15,041 – –
Prudential Financial
71
Prudential Financial
New Jersey
$159K 14,030 +14,030 New
MWM
72
Melfa Wealth Management
Massachusetts
$159K 13,993 +70 +0.5%
PA
73
Pinnacle Associates
New York
$152K 13,400 -3,732 -22%
ACI
74
Alpha Cubed Investments
California
$140K 12,300 – –
PVM
75
Palogic Value Management
Texas
$136K 12,000 – –
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3
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