CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

122 hedge funds and large institutions have $184M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+11
Holders Change %
+9.91%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
40
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$4.09M
2
GC
2
Guggenheim Capital
Illinois
$9.09M
3
GC
3
Grange Capital
Oregon
$942K
4
TWPM
4
Total Wealth Planning & Management
Florida
$903K
5
CP
5
Creekside Partners
California
$2.95M

Top Sellers

1
LC
1
Lindbrook Capital
California
$2.29M
2
IAIM
2
International Assets Investment Management
Florida
$151K
3
SA
3
Sanctuary Advisors
Indiana
$428K
4
AAM
4
Advisors Asset Management
Colorado
$0
5
CA
5
Calton & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$424K 35,540 -1,022 -3%
KPWG
52
KFA Private Wealth Group
Virginia
$416K 34,849 +34,849 New
AWS
53
Atria Wealth Solutions
New York
$387K 32,429 -65 -0.2%
TA
54
TFG Advisers
Michigan
$362K 30,354 +20 +0.1%
DBIA
55
Dumont & Blake Investment Advisors
New Jersey
$362K 30,285 – –
WCM
56
Winebrenner Capital Management
Kentucky
$358K 30,000 +30,000 New
DDC
57
DF Dent & Co
Maryland
$351K 29,418 – –
EWA
58
EP Wealth Advisors
California
$350K 29,335 – –
FFA
59
Founders Financial Alliance
North Carolina
$331K 27,694 -182 -0.7%
Mariner
60
Mariner
Kansas
$329K 27,547 +6,316 +30%
FAIM
61
Financial Advocates Investment Management
Washington
$314K 26,299 +1,004 +4%
SWP
62
Semus Wealth Partners
Florida
$312K 26,157 -3,423 -12%
GPFA
63
Game Plan Financial Advisors
Ohio
$310K 26,075 – –
SIMG
64
Sonora Investment Management Group
Arizona
$303K 25,350 -1,000 -4%
CCG
65
Capital CS Group
California
$301K 25,224 – –
PAG
66
Private Advisor Group
New Jersey
$290K 24,318 -2,089 -8%
HCM
67
Hollencrest Capital Management
California
$290K 24,293 – –
Stifel Financial
68
Stifel Financial
Missouri
$278K 23,268 -2,304 -9%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$258K 21,580 – –
PI
70
PFG Investments
New York
$234K 19,606 +4,185 +27%
WE
71
Wealth Effects
Massachusetts
$217K 18,182 +63 +0.3%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$210K 17,612 -3,587 -17%
WS
73
Wedbush Securities
California
$203K 17,020 – –
Creative Planning
74
Creative Planning
Kansas
$200K 16,762 +16,762 New
MML Investors Services
75
MML Investors Services
Massachusetts
$189K 15,840 +1,987 +14%
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3
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