CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

91 hedge funds and large institutions have $144M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
-6
Holders Change %
-6.19%
% 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
29
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.4M
2
WAM
2
Wolverine Asset Management
Illinois
$1.42M
3
AAM
3
Advisors Asset Management
Colorado
$11.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$848K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$658K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.21M
2
Bank of America
2
Bank of America
North Carolina
$9.17M
3
GC
3
Guggenheim Capital
Illinois
$10.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.58M
5
LPL Financial
5
LPL Financial
California
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
76
RPG Investment Advisory
California
$50K 4,679 – –
AAP
77
Arax Advisory Partners
Colorado
$48K 4,500 – –
APA
78
American Portfolios Advisors
New York
$41.5K 3,900 – –
US Bancorp
79
US Bancorp
Minnesota
$38K 3,552 -567 -14%
BC
80
Barnett & Company
Tennessee
$36K 3,400 – –
IFAM
81
Institutional & Family Asset Management
Colorado
$32K 3,000 – –
EWM
82
Endurance Wealth Management
Rhode Island
$27K 2,500 – –
APWA
83
Atlas Private Wealth Advisors
New Jersey
$27K 2,500 +2,500 New
RCA
84
Ranch Capital Advisors
Florida
$19K 1,743 +55 +3%
HGWM
85
Harvest Group Wealth Management
Massachusetts
$14K 1,389 – –
GEA
86
Glen Eagle Advisors
New Jersey
$9.36K 880 – –
Barclays
87
Barclays
United Kingdom
$9K 800 – –
Citigroup
88
Citigroup
New York
$3K 248 -1,949 -89%
GRP
89
Global Retirement Partners
California
$2K 178 – –
PA
90
Parallel Advisors
California
$2K 236 +236 New
GPFA
91
Game Plan Financial Advisors
Ohio
– – -38,000 Closed
PCM
92
Price Capital Management
Louisiana
– – -28,431 Closed
Jane Street
93
Jane Street
New York
– – -23,414 Closed
Goldman Sachs
94
Goldman Sachs
New York
– – -16,924 Closed
SCP
95
Shorepoint Capital Partners
Massachusetts
– – -15,000 Closed
AF
96
Allworth Financial
California
– – -5,300 Closed
AIC
97
Ameritas Investment Company
Nebraska
– – -1,858 Closed
NFG
98
Next Financial Group
Texas
– – -900 Closed
WAP
99
Wealthcare Advisory Partners
Pennsylvania
– – -302 Closed
SIS
100
Sound Income Strategies
Florida
– – -150 Closed
1 2 3
4
5