CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 hedge funds and large institutions have $123M invested in Calamos Convertible Opportunities and Income Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
42
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$3.77M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.9M
4
GC
4
Guggenheim Capital
Illinois
$8.2M
5
NMC
5
Nine Masts Capital
Hong Kong
$476K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.26M
2
AAM
2
Advisors Asset Management
Colorado
$4.38M
3
CP
3
Camelot Portfolios
Ohio
$0
4
WP
4
WealthPLAN Partners
Nebraska
$208K
5
CRWM
5
Castle Rock Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFM
76
Signet Financial Management
New Jersey
$25K 2,080 +47 +2%
LIA
77
LS Investment Advisors
Michigan
$24K 2,000 – –
SWM
78
SeaCrest Wealth Management
New York
$21K 1,715 – –
TC
79
Truvestments Capital
Florida
$18K 1,464 +1,464 New
LFA
80
Legacy Financial Advisors
Kentucky
$12K 1,029 – –
GEA
81
Glen Eagle Advisors
New Jersey
$10.6K 880 – –
Barclays
82
Barclays
United Kingdom
$10K 800 – –
AWM
83
Avior Wealth Management
Nebraska
$5K 393 +9 +2%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$4K 300 – –
FGAM
85
Financial Gravity Asset Management
Texas
$4K 387 +36 +10%
PMFA
86
Plante Moran Financial Advisors
Michigan
$3K 230 +3 +1%
TDC
87
Thompson Davis & Co
Virginia
$2K 162 – –
WEC
88
Winslow Evans & Crocker
Massachusetts
$2K 6 – –
GRP
89
Global Retirement Partners
California
$2K 178 +178 New
HI
90
Hudock Inc
Pennsylvania
$1K 109 +2 +2%
WKWM
91
Walter & Keenan Wealth Management
Indiana
$157 13,000 – –
CP
92
Camelot Portfolios
Ohio
– – -53,827 Closed
CRWM
93
Castle Rock Wealth Management
California
– – -29,057 Closed
Millennium Management
94
Millennium Management
New York
– – -19,873 Closed
B
95
Bellecapital
Switzerland
– – -17,525 Closed
KA
96
Kovack Advisors
Florida
– – -17,051 Closed
CA
97
Calton & Associates
Florida
– – -12,455 Closed
PFS
98
Prospera Financial Services
Texas
– – -10,300 Closed
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
– – -1,000 Closed
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
– – -785 Closed
1 2 3
4
5