Calamos Convertible Opportunities and Income Fund
88 hedge funds and large institutions have $122M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 8 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 18
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% more funds holding
Funds holding: 87 → 88 (+1)
3% more capital invested
Capital invested by funds: $118M → $122M (+$3.85M)
0.67% more ownership
Funds ownership: 15.86% → 16.53% (+0.67%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1.52M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.3M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$638K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$600K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$556K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Shorepoint Capital Partners
Norwood,
Massachusetts
|
-$528K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$384K |
| 3 |
PA
Pinnacle Associates
New York
|
-$355K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$237K |
| 5 |
LPL Financial
San Diego,
California
|
-$217K |
CHI Hedge Fund Activity: Q3 2019 in Review
88 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q3 2019, worth a combined $122M — up 3.3% from $118M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CHI positions and 8 closed out — a net gain of 1 holder — while 42 added to existing stakes and 18 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $1.52M. The largest seller was Shorepoint Capital Partners, cutting an estimated $528K.
- 88 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q3 2019, up from 87 in Q2 2019.
- Funds reported $122M of Calamos Convertible Opportunities and Income Fund stock for Q3 2019, up 3.3% quarter-over-quarter.
- 9 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q3 2019 and 8 closed out, a net change of +1 holder.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q3 2019 was Cohen & Steers, an estimated $1.52M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q3 2019 was Shorepoint Capital Partners, an estimated $528K sold.
Based on aggregated 13F filings for Q3 2019.