CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

95 hedge funds and large institutions have $139M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
38
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MGWM
1
Marks Group Wealth Management
Minnesota
$2.8M
2
GC
2
Guggenheim Capital
Illinois
$11.5M
3
SIC
3
Samalin Investment Counsel
New York
$1.48M
4
UBS Group
4
UBS Group
Switzerland
$10.8M
5
KOMWMG
5
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$12.7M
3
Ameriprise
3
Ameriprise
Minnesota
$2.82M
4
AG
4
Advisor Group
Arizona
$1.08M
5
HCM
5
Hollencrest Capital Management
California
$826K
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
76
Ameritas Investment Company
Nebraska
$58K 5,264 +1,358 +35%
BB
77
Busey Bank
Illinois
$56K 5,100 +5,100 New
APA
78
American Portfolios Advisors
New York
$53.9K 4,900 – –
RIA
79
RPG Investment Advisory
California
$51K 4,679 – –
IFAM
80
Institutional & Family Asset Management
Colorado
$51K 4,594 +35 +0.8%
AAP
81
Arax Advisory Partners
Colorado
$50K 4,500 – –
US Bancorp
82
US Bancorp
Minnesota
$47K 4,238 +757 +22%
BC
83
Barnett & Company
Tennessee
$37K 3,400 – –
ACM
84
Allred Capital Management
Texas
$35.7K 3,247 +3,247 New
VCP
85
Verus Capital Partners
Arizona
$23K 2,100 +2,100 New
RCA
86
Ranch Capital Advisors
Florida
$18K 1,645 +1,645 New
HGWM
87
Harvest Group Wealth Management
Massachusetts
$15K 1,389 – –
PA
88
Procyon Advisors
Connecticut
$10K 900 +900 New
GEA
89
Glen Eagle Advisors
New Jersey
$9.68K 880 – –
Barclays
90
Barclays
United Kingdom
$9K 800 – –
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$6K 574 – –
FMII
92
Farmers & Merchants Investments Inc
Nebraska
$6K 500 +500 New
SIS
93
Sound Income Strategies
Florida
$2K 150 – –
GRP
94
Global Retirement Partners
California
$2K 178 – –
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
– – -55,788 Closed
TSS
96
Two Sigma Securities
New York
– – -12,084 Closed
DI
97
DFPG Investments
Utah
– – -11,590 Closed
QCIG
98
Quad-Cities Investment Group
Iowa
– – -5,231 Closed
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
– – -800 Closed
FGAM
100
Financial Gravity Asset Management
Texas
– – -1 Closed
1 2 3
4
5