CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

111 hedge funds and large institutions have $172M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
41
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EAM
1
Everstar Asset Management
North Carolina
$1.65M
2
Bank of America
2
Bank of America
North Carolina
$15.3M
3
Wells Fargo
3
Wells Fargo
California
$20.1M
4
CP
4
Creekside Partners
California
$2.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.6M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$21.9M
3
AAM
3
Advisors Asset Management
Colorado
$505K
4
GC
4
Guggenheim Capital
Illinois
$7.45M
5
LPL Financial
5
LPL Financial
California
$6.06M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Semus Wealth Partners
Florida
$344K 29,580 -7,842 -21%
SA
52
SAM Advisors
California
$343K 29,504 +3,126 +12%
DDC
53
DF Dent & Co
Maryland
$342K 29,418 -978 -3%
EWA
54
EP Wealth Advisors
California
$341K 29,335 +13,000 +80%
FFA
55
Founders Financial Alliance
North Carolina
$324K 27,876 -1,363 -5%
PAG
56
Private Advisor Group
New Jersey
$307K 26,407 -988 -4%
SIMG
57
Sonora Investment Management Group
Arizona
$307K 26,350 – –
GPFA
58
Game Plan Financial Advisors
Ohio
$304K 26,075 – –
Stifel Financial
59
Stifel Financial
Missouri
$298K 25,572 -1,531 -6%
FAIM
60
Financial Advocates Investment Management
Washington
$294K 25,295 +2,377 +10%
CCG
61
Capital CS Group
California
$294K 25,224 – –
HCM
62
Hollencrest Capital Management
California
$283K 24,293 – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$251K 21,580 -608 -3%
Mariner
64
Mariner
Kansas
$247K 21,231 +102 +0.5%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$247K 21,199 +21,199 New
CA
66
Calton & Associates
Florida
$214K 18,359 +18,359 New
MWM
67
Mission Wealth Management
California
$213K 18,285 -7,100 -28%
WE
68
Wealth Effects
Massachusetts
$211K 18,119 +1,063 +6%
WS
69
Wedbush Securities
California
$198K 17,020 +10 +0.1%
KAS
70
Kestra Advisory Services
Texas
$192K 16,453 -9,033 -35%
PI
71
PFG Investments
New York
$180K 15,421 -2,037 -12%
PA
72
Pinnacle Associates
New York
$177K 17,132 +3,732 +28%
MMG
73
Monetary Management Group
Missouri
$173K 15,000 – –
CA
74
CoreCap Advisors
Michigan
$173K 14,867 +14,867 New
MWM
75
Melfa Wealth Management
Massachusetts
$163K 13,993 – –
1 2
3
4 5