Calamos Convertible Opportunities and Income Fund
81 hedge funds and large institutions have $134M invested in Calamos Convertible Opportunities and Income Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 19
1% more capital invested
Capital invested by funds: $133M → $134M (+$1.17M)
0.19% less ownership
Funds ownership: 16.79% → 16.59% (-0.19%)
8% less funds holding
Funds holding: 88 → 81 (-7)
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.1M |
| 2 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$760K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$488K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$385K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.07M |
| 2 |
Morgan Stanley
New York
|
-$1.56M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$474K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$299K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$294K |
CHI Hedge Fund Activity: Q3 2017 in Review
81 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q3 2017, worth a combined $134M — up 0.88% from $133M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CHI and 2 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 38 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.1M. The largest seller was LPL Financial, cutting an estimated $3.07M.
- 81 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q3 2017, down from 88 in Q2 2017.
- Funds reported $134M of Calamos Convertible Opportunities and Income Fund stock for Q3 2017, up 0.88% quarter-over-quarter.
- 2 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q3 2017 and 9 closed out, a net change of -7 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q3 2017 was Guggenheim Capital, an estimated $1.1M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q3 2017 was LPL Financial, an estimated $3.07M sold.
Based on aggregated 13F filings for Q3 2017.