CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

97 hedge funds and large institutions have $112M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
30
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.96M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.64M
3
Cohen & Steers
3
Cohen & Steers
New York
$5.84M
4
AAM
4
Advisors Asset Management
Colorado
$7.91M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.01M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.57M
2
WP
2
WealthPLAN Partners
Nebraska
$974K
3
FAM
3
Formidable Asset Management
Ohio
$0
4
CAN
4
Cetera Advisor Networks
California
$730K
5
SS
5
Sunbelt Securities
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
76
Allworth Financial
California
$44K 5,300 – –
RIA
77
RPG Investment Advisory
California
$39K 4,679 – –
AAP
78
Arax Advisory Partners
Colorado
$38K 4,500 – –
US Bancorp
79
US Bancorp
Minnesota
$34K 4,119 -119 -3%
APA
80
American Portfolios Advisors
New York
$32.5K 3,900 -1,000 -20%
BC
81
Barnett & Company
Tennessee
$28K 3,400 – –
IFAM
82
Institutional & Family Asset Management
Colorado
$25K 3,000 -1,594 -35%
EWM
83
Endurance Wealth Management
Rhode Island
$21K 2,500 +2,500 New
Citigroup
84
Citigroup
New York
$18K 2,197 +2,197 New
AIC
85
Ameritas Investment Company
Nebraska
$15K 1,858 -3,406 -65%
RCA
86
Ranch Capital Advisors
Florida
$14K 1,688 +43 +3%
HGWM
87
Harvest Group Wealth Management
Massachusetts
$11K 1,389 – –
VCP
88
Verus Capital Partners
Arizona
$9K 1,100 -1,000 -48%
NFG
89
Next Financial Group
Texas
$8K 900 +900 New
GEA
90
Glen Eagle Advisors
New Jersey
$7.34K 880 – –
Barclays
91
Barclays
United Kingdom
$7K 800 – –
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$3K 302 -272 -47%
SIS
93
Sound Income Strategies
Florida
$1K 150 – –
GRP
94
Global Retirement Partners
California
$1K 178 – –
KFI
95
Key Financial Inc
Pennsylvania
$1K 89 +89 New
NL
96
NWAM LLC
Washington
$203 24,311 -1,862 -7%
FAM
97
Formidable Asset Management
Ohio
– – -25,150 Closed
SS
98
Sunbelt Securities
Texas
– – -22,537 Closed
BAM
99
Belpointe Asset Management
Nevada
– – -13,619 Closed
LC
100
Lindbrook Capital
California
– – -10,127 Closed
1 2 3
4
5