CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

86 hedge funds and large institutions have $118M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
86
Holders Change
-12
Holders Change %
-12.24%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
31
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.16M
2
AAM
2
Advisors Asset Management
Colorado
$7.99M
3
WP
3
WealthPLAN Partners
Nebraska
$1.34M
4
GC
4
Guggenheim Capital
Illinois
$9.1M
5
DADC
5
D.A. Davidson & Co
Montana
$3.94M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
SFS
2
Shaker Financial Services
Virginia
$384K
3
TYCC
3
Texas Yale Capital Corp
Florida
$931K
4
LPL Financial
4
LPL Financial
California
$3.79M
5
CAN
5
Cetera Advisor Networks
California
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
76
Clarus Wealth Advisors
Arizona
$33K 3,158 – –
US Bancorp
77
US Bancorp
Minnesota
$27K 2,610 – –
Citigroup
78
Citigroup
New York
$21K 2,000 – –
HGWM
79
Harvest Group Wealth Management
Massachusetts
$14K 1,389 – –
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$10K 946 +646 +215%
GEA
81
Glen Eagle Advisors
New Jersey
$9.24K 880 – –
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$9K 800 +800 New
Barclays
83
Barclays
United Kingdom
$8K 800 – –
GRP
84
Global Retirement Partners
California
$2K 178 – –
SIS
85
Sound Income Strategies
Florida
$2K 150 – –
MWM
86
Meridian Wealth Management
Kentucky
$498 4,741 +4,741 New
WAM
87
Wolverine Asset Management
Illinois
– – -261,271 Closed
FWM
88
Frontier Wealth Management
Missouri
– – -28,935 Closed
CCP
89
Clough Capital Partners
Massachusetts
– – -23,600 Closed
Millennium Management
90
Millennium Management
New York
– – -22,700 Closed
DA
91
Doliver Advisors
Texas
– – -19,852 Closed
CCP
92
Corient Capital Partners
California
– – -16,163 Closed
PA
93
PFG Advisors
Arizona
– – -13,910 Closed
FIA
94
FNY Investment Advisers
New York
– – -13,171 Closed
PAS
95
Partnervest Advisory Services
California
– – -12,798 Closed
LWAC
96
Laurel Wealth Advisors (California)
California
– – -11,913 Closed
BAM
97
Belpointe Asset Management
Nevada
– – -11,879 Closed
OWD
98
Osborn Williams & Donohoe
Ohio
– – -6,500 Closed
PGAM
99
Princeton Global Asset Management
New Jersey
– – -4,865 Closed
MFW
100
Mosaic Family Wealth
Missouri
– – -3,694 Closed
1 2 3
4
5