CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

95 hedge funds and large institutions have $121M invested in Calamos Convertible Opportunities and Income Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
29
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$11M
2
Millennium Management
2
Millennium Management
New York
$3.44M
3
SIA
3
Sit Investment Associates
Minnesota
$1.33M
4
SFS
4
Shaker Financial Services
Virginia
$1.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$698K

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$2.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.6M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.54M
5
UBS Group
5
UBS Group
Switzerland
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$26K 2,610 – –
LIA
77
LS Investment Advisors
Michigan
$20K 2,000 – –
FNBT
78
FineMark National Bank & Trust
Florida
$15K 1,500 +1,000 +200%
NFG
79
Next Financial Group
Texas
$13K 1,325 -2,745 -67%
AIM
80
Acrospire Investment Management
Illinois
$13K 1,300 – –
PCM
81
Penserra Capital Management
California
$11K 1,117 +124 +12%
IWM
82
IHT Wealth Management
Illinois
$9K 876 +876 New
GEA
83
Glen Eagle Advisors
New Jersey
$8.07K 800 +800 New
Barclays
84
Barclays
United Kingdom
$8K 800 – –
AA
85
Ancora Advisors
Ohio
$8K 750 +750 New
TWA
86
TCI Wealth Advisors
Arizona
$6K 600 +600 New
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$3K 287 – –
AA
88
AlphaMark Advisors
Kentucky
$3K 275 +275 New
TDC
89
Thompson Davis & Co
Virginia
$2K 162 – –
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$2K 270 +270 New
TRCT
91
Tower Research Capital (TRC)
New York
$1K 100 -450 -82%
HI
92
Hudock Inc
Pennsylvania
$1K 100 +100 New
WEC
93
Winslow Evans & Crocker
Massachusetts
$62 6 – –
MWM
94
Merriman Wealth Management
Washington
– – -104,217 Closed
NMC
95
Nine Masts Capital
Hong Kong
– – -35,088 Closed
DA
96
Doliver Advisors
Texas
– – -24,269 Closed
MCM
97
Maryland Capital Management
Maryland
– – -14,800 Closed
KFA
98
Kays Financial Advisory
Georgia
– – -10,855 Closed
PFBT
99
Parkside Financial Bank & Trust
Missouri
– – -2,533 Closed
IWM
100
Integrated Wealth Management
California
– – -1,384 Closed
1 2 3
4
5