CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

91 hedge funds and large institutions have $106M invested in Calamos Convertible Opportunities and Income Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
24
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.22M
2
WAM
2
Wolverine Asset Management
Illinois
$3.33M
3
Bank of America
3
Bank of America
North Carolina
$8.43M
4
RCA
4
Reitz Capital Advisors
Michigan
$2.16M
5
UBS Group
5
UBS Group
Switzerland
$7.16M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$1.34M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.08M
4
NMC
4
Nine Masts Capital
Hong Kong
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
76
RPG Investment Advisory
California
$41K 4,679 – –
IFAM
77
Institutional & Family Asset Management
Colorado
$39K 4,454 +35 +0.8%
AAP
78
Arax Advisory Partners
Colorado
$35K 4,000 – –
MFW
79
Mosaic Family Wealth
Missouri
$33K 3,694 – –
BC
80
Barnett & Company
Tennessee
– – – –
CWA
81
Clarus Wealth Advisors
Arizona
$28K 3,158 – –
Citigroup
82
Citigroup
New York
$24K 2,750 – –
US Bancorp
83
US Bancorp
Minnesota
$23K 2,610 -14 -0.5%
SWM
84
SeaCrest Wealth Management
New York
$15K 1,715 – –
GEA
85
Glen Eagle Advisors
New Jersey
$7.8K 880 – –
Barclays
86
Barclays
United Kingdom
$7K 800 – –
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$3K 300 – –
AWM
88
Avior Wealth Management
Nebraska
$3K 403 +10 +3%
WEC
89
Winslow Evans & Crocker
Massachusetts
$2K 6 – –
GRP
90
Global Retirement Partners
California
$2K 178 – –
FGC
91
Financial Gravity Companies
Texas
$1K 57 +57 New
CA
92
Claro Advisors
Massachusetts
$1K 100 +100 New
NMC
93
Nine Masts Capital
Hong Kong
– – -39,500 Closed
William Blair & Company
94
William Blair & Company
Illinois
– – -24,157 Closed
TSS
95
Two Sigma Securities
New York
– – -20,628 Closed
CWM
96
Cornerstone Wealth Management
Missouri
– – -16,384 Closed
WKWM
97
Walter & Keenan Wealth Management
Indiana
– – -13,000 Closed
OC
98
Oppenheimer & Co
New York
– – -11,762 Closed
Citadel Advisors
99
Citadel Advisors
Florida
– – -10,265 Closed
SWP
100
Stratos Wealth Partners
Ohio
– – -5,080 Closed
1 2 3
4
5