CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

87 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.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
42
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$5.62M
2
UBS Group
2
UBS Group
Switzerland
$8.88M
3
AAM
3
Advisors Asset Management
Colorado
$8.55M
4
Invesco
4
Invesco
Georgia
$1.49M
5
Bank of America
5
Bank of America
North Carolina
$9.6M

Top Sellers

1
SCP
1
Shorepoint Capital Partners
Massachusetts
$312K
2
SFS
2
Shaker Financial Services
Virginia
$0
3
PA
3
Pinnacle Associates
New York
$146K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPL Financial
5
LPL Financial
California
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
76
Ameritas Investment Company
Nebraska
$41K 3,906 +3,906 New
US Bancorp
77
US Bancorp
Minnesota
$36K 3,481 +871 +33%
BC
78
Barnett & Company
Tennessee
$35K 3,400 +3,400 New
HGWM
79
Harvest Group Wealth Management
Massachusetts
$14K 1,389 – –
GEA
80
Glen Eagle Advisors
New Jersey
$9.16K 880 – –
Barclays
81
Barclays
United Kingdom
$8K 800 – –
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$8K 800 – –
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$6K 574 -372 -39%
SIS
84
Sound Income Strategies
Florida
$2K 150 – –
GRP
85
Global Retirement Partners
California
$2K 178 – –
SFS
86
Shaker Financial Services
Virginia
– – -36,600 Closed
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
– – -22,583 Closed
MML Investors Services
88
MML Investors Services
Massachusetts
– – -15,924 Closed
AAS
89
Avantax Advisory Services
Texas
– – -11,920 Closed
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
– – -9,757 Closed
MWM
91
Meridian Wealth Management
Kentucky
– – -4,741 Closed
CWA
92
Clarus Wealth Advisors
Arizona
– – -3,158 Closed
Citigroup
93
Citigroup
New York
– – -2,000 Closed
Fidelity Investments
94
Fidelity Investments
Massachusetts
$0 1 – –
FGAM
95
Financial Gravity Asset Management
Texas
$0 1 – –
1 2 3
4