Calamos Convertible Opportunities and Income Fund
85 hedge funds and large institutions have $109M invested in Calamos Convertible Opportunities and Income Fund in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
12% more funds holding
Funds holding: 76 → 85 (+9)
2.65% more ownership
Funds ownership: 13.76% → 16.41% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
3% less capital invested
Capital invested by funds: $113M → $109M (-$3.91M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.31M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$7.07M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$3.84M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$3.05M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
-$2.19M |
| 2 |
Morgan Stanley
New York
|
-$1.97M |
| 3 |
MCM
Maryland Capital Management
Towson,
Maryland
|
-$1.48M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.26M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1M |
CHI Hedge Fund Activity: Q3 2015 in Review
85 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q3 2015, worth a combined $109M — down 3.5% from $113M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CHI positions and 8 closed out — a net gain of 10 holders — while 27 added to existing stakes and 27 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $7.31M. The largest seller was AmeriServ Wealth Advisors, cutting an estimated $2.19M.
- 85 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q3 2015, up from 76 in Q2 2015.
- Funds reported $109M of Calamos Convertible Opportunities and Income Fund stock for Q3 2015, down 3.5% quarter-over-quarter.
- 18 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q3 2015 and 8 closed out, a net change of +10 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q3 2015 was Royal Bank of Canada, an estimated $7.31M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q3 2015 was AmeriServ Wealth Advisors, an estimated $2.19M sold.
Based on aggregated 13F filings for Q3 2015.