CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

107 hedge funds and large institutions have $176M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$25.5M
2
MSA
2
Marathon Strategic Advisors
Pennsylvania
$2.19M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.72M
4
Bank of America
4
Bank of America
North Carolina
$14M
5
CP
5
Creekside Partners
California
$1.44M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.51M
2
LC
2
Lindbrook Capital
California
$3.18M
3
AAM
3
Advisors Asset Management
Colorado
$1.33M
4
BPA
4
Beacon Pointe Advisors
California
$145K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$319K 27,395 -38 -0.1%
GWM
52
Gray Wealth Management
Maine
$318K 27,300 +15,964 +141%
Stifel Financial
53
Stifel Financial
Missouri
$315K 27,103 +48 +0.2%
SA
54
SAM Advisors
California
$307K 26,378 -1,588 -6%
GPFA
55
Game Plan Financial Advisors
Ohio
$304K 26,075 – –
SIMG
56
Sonora Investment Management Group
Arizona
$299K 26,350 – –
KAS
57
Kestra Advisory Services
Texas
$297K 25,486 +10,265 +67%
MWM
58
Mission Wealth Management
California
$295K 25,385 -140 -0.5%
CCG
59
Capital CS Group
California
$294K 25,224 – –
HCM
60
Hollencrest Capital Management
California
$283K 24,293 – –
FAIM
61
Financial Advocates Investment Management
Washington
$267K 22,918 +148 +0.6%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$258K 22,188 -871 -4%
Mariner
63
Mariner
Kansas
$246K 21,129 +103 +0.5%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$245K 21,078 -11,264 -35%
PI
65
PFG Investments
New York
$203K 17,458 -943 -5%
WE
66
Wealth Effects
Massachusetts
$199K 17,056 -3,071 -15%
WS
67
Wedbush Securities
California
$198K 17,010 – –
EWA
68
EP Wealth Advisors
California
$190K 16,335 +835 +5%
MMG
69
Monetary Management Group
Missouri
$175K 15,000 +5,000 +50%
MWM
70
Melfa Wealth Management
Massachusetts
$163K 13,993 – –
PA
71
Pinnacle Associates
New York
$156K 13,400 – –
NL
72
NWAM LLC
Washington
$156K 13,383 +2,800 +26%
SLWA
73
San Luis Wealth Advisors
California
$154K 13,235 +13,235 New
GWP
74
Gateway Wealth Partners
Wisconsin
$149K 12,793 -4,843 -27%
BPA
75
Beacon Pointe Advisors
California
$145K 12,432 -51,165 -80%
1 2
3
4 5