CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 hedge funds and large institutions have $118M invested in Calamos Convertible Opportunities and Income Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
25
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VBFG
1
Vishria Bird Financial Group
Tennessee
$8.93M
2
CAN
2
Cetera Advisor Networks
California
$2.2M
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.7M
4
CA
4
Cetera Advisors
Colorado
$796K
5
Morgan Stanley
5
Morgan Stanley
New York
$13.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.32M
2
Millennium Management
2
Millennium Management
New York
$234K
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$12K
4
UBS Group
4
UBS Group
Switzerland
$7.35M
5
AG
5
Advisor Group
Arizona
$678K
Name Market Value Shares Shares
Change 		Shares
Change %
SFM
76
Signet Financial Management
New Jersey
$24K 2,033 +2,033 New
SWM
77
SeaCrest Wealth Management
New York
$20K 1,715 – –
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$12K 1,000 -53,500 -98%
LFA
79
Legacy Financial Advisors
Kentucky
$12K 1,029 – –
GEA
80
Glen Eagle Advisors
New Jersey
$10.4K 880 -800 -48%
Barclays
81
Barclays
United Kingdom
$9K 800 – –
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$9K 785 +467 +147%
SPIA
83
Steward Partners Investment Advisory
New York
$7K 576 +100 +21%
CF
84
Centaurus Financial
California
$6K 500 +500 New
AWM
85
Avior Wealth Management
Nebraska
$5K 384 +9 +2%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$4K 300 – –
FGAM
87
Financial Gravity Asset Management
Texas
$4K 351 +91 +35%
PMFA
88
Plante Moran Financial Advisors
Michigan
$3K 227 +2 +0.9%
TDC
89
Thompson Davis & Co
Virginia
$2K 162 – –
WEC
90
Winslow Evans & Crocker
Massachusetts
$2K 6 – –
HI
91
Hudock Inc
Pennsylvania
$1K 107 +3 +3%
DA
92
Doliver Advisors
Texas
– – -43,490 Closed
PAG
93
Private Advisor Group
New Jersey
– – -14,518 Closed
Nuveen Asset Management
94
Nuveen Asset Management
Illinois
– – -12,379 Closed
SWP
95
Stratos Wealth Partners
Ohio
– – -9,240 Closed
ASN
96
Advisory Services Network
Georgia
– – -3,618 Closed
LJHT
97
Laurie J. Hall Trustee
– – -1,802 Closed
IWM
98
IHT Wealth Management
Illinois
– – -1,400 Closed
KTC
99
Kistler-Tiffany Companies
Pennsylvania
– – -284 Closed
PA
100
Parallel Advisors
California
– – -2 Closed
1 2 3
4