CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

90 hedge funds and large institutions have $138M invested in Calamos Convertible Opportunities and Income Fund in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
27
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.9M
2
OA
2
Oxbow Advisors
Texas
$12.7M
3
RCM
3
Rivernorth Capital Management
Florida
$16.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.6M
5
NMC
5
Nine Masts Capital
Hong Kong
$2.15M

Top Sellers

1
DA
1
Doliver Advisors
Texas
$0
2
SFS
2
Shaker Financial Services
Virginia
$0
3
WAM
3
Wolverine Asset Management
Illinois
$2.57M
4
GC
4
Guggenheim Capital
Illinois
$5.35M
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFW
76
Mosaic Family Wealth
Missouri
$36K 3,694 +3,694 New
First Manhattan
77
First Manhattan
New York
$29K 3,000 – –
AWM
78
Avior Wealth Management
Nebraska
$28K 2,800 – –
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$25K 2,500 – –
LIA
80
LS Investment Advisors
Michigan
$20K 2,000 – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$16K 1,621 -3,100 -66%
TFA
82
Transamerica Financial Advisors
Florida
$15K 1,500 +1,500 New
IWM
83
Integrated Wealth Management
California
$14K 1,384 – –
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$13K 1,268 -25 -2%
PCM
85
Penserra Capital Management
California
$8K 802 +802 New
FWM
86
Focused Wealth Management
New York
$5K 500 – –
TRCT
87
Tower Research Capital (TRC)
New York
$4K 434 -856 -66%
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$3K 287 +287 New
TDC
89
Thompson Davis & Co
Virginia
$2K 162 – –
WEC
90
Winslow Evans & Crocker
Massachusetts
$60 6 – –
DA
91
Doliver Advisors
Texas
– – -312,095 Closed
SFS
92
Shaker Financial Services
Virginia
– – -204,104 Closed
CRC
93
Curi RMB Capital
Illinois
– – -62,740 Closed
CA
94
Cornerstone Advisors
North Carolina
– – -33,600 Closed
IH
95
IFC Holdings
Florida
– – -17,800 Closed
DC
96
Davenport & Co
Virginia
– – -10,650 Closed
DLHL
97
Donald L. Hagan LLC
Florida
– – -6,000 Closed
FMII
98
Farmers & Merchants Investments Inc
Nebraska
– – -1,012 Closed
SSB
99
Sandy Spring Bank
Maryland
– – -250 Closed
HNB
100
Huntington National Bank
Ohio
– – – –
1 2 3
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