CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 hedge funds and large institutions have $146M invested in Calamos Convertible Opportunities and Income Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 16 closing their positions.

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$25.1M
2
Ameriprise
2
Ameriprise
Minnesota
$7.64M
3
VIA
3
Vident Investment Advisory
Georgia
$6.48M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.92M
5
GC
5
Guggenheim Capital
Illinois
$6.67M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$14M
4
SFS
4
Shaker Financial Services
Virginia
$0
5
SIA
5
Sit Investment Associates
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$14K 1,281 +1,011 +374%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$13K 1,205 -2,645 -69%
PCM
78
Penserra Capital Management
California
$10K 976 -141 -13%
IWM
79
IHT Wealth Management
Illinois
$10K 876 – –
Barclays
80
Barclays
United Kingdom
$9K 800 – –
GEA
81
Glen Eagle Advisors
New Jersey
$8.8K 800 – –
AIM
82
Acrospire Investment Management
Illinois
$7K 600 -700 -54%
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$3K 287 – –
AA
84
AlphaMark Advisors
Kentucky
$2K 200 -75 -27%
TDC
85
Thompson Davis & Co
Virginia
$2K 162 – –
HI
86
Hudock Inc
Pennsylvania
$1K 100 – –
WT
87
Whittier Trust
California
$1K 61 +61 New
WEC
88
Winslow Evans & Crocker
Massachusetts
$66 6 – –
RCM
89
Rivernorth Capital Management
Florida
– – -1,094,258 Closed
Millennium Management
90
Millennium Management
New York
– – -340,704 Closed
SFS
91
Shaker Financial Services
Virginia
– – -158,081 Closed
SIA
92
Sit Investment Associates
Minnesota
– – -131,842 Closed
CWM
93
Calamos Wealth Management
Illinois
– – -49,100 Closed
AGM
94
Alpine Global Management
New York
– – -41,423 Closed
COLIM
95
City of London Investment Management
United Kingdom
– – -26,611 Closed
KC
96
Kingfisher Capital
North Carolina
– – -23,078 Closed
Squarepoint
97
Squarepoint
New York
– – -17,600 Closed
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
– – -7,621 Closed
AA
99
Advisory Alpha
Michigan
– – -5,895 Closed
GWS
100
Glassman Wealth Services
Virginia
– – -4,000 Closed
1 2 3
4
5