CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

96 hedge funds and large institutions have $155M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
37
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.59M
2
Cohen & Steers
2
Cohen & Steers
New York
$9.61M
3
WAM
3
Wolverine Asset Management
Illinois
$3.22M
4
LCM
4
Landscape Capital Management
New Jersey
$1.65M
5
AAM
5
Advisors Asset Management
Colorado
$12.7M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$0
2
GC
2
Guggenheim Capital
Illinois
$9.88M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.72M
4
TYCC
4
Texas Yale Capital Corp
Florida
$830K
5
Wells Fargo
5
Wells Fargo
California
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
76
Flagship Harbor Advisors
Massachusetts
$82K 7,500 – –
NFSG
77
Newbridge Financial Services Group
Florida
$67K 6,056 +6,056 New
CFGS
78
Concourse Financial Group Securities
Alabama
$65K 5,947 +45 +0.8%
SIM
79
Sonora Investment Management
Arizona
$64K 5,829 – –
AF
80
Allworth Financial
California
$58K 5,300 +5,300 New
RIA
81
RPG Investment Advisory
California
$51K 4,679 – –
AAP
82
Arax Advisory Partners
Colorado
$50K 4,500 – –
APA
83
American Portfolios Advisors
New York
$42.9K 3,900 – –
US Bancorp
84
US Bancorp
Minnesota
$39K 3,552 – –
BC
85
Barnett & Company
Tennessee
$37K 3,400 – –
IFAM
86
Institutional & Family Asset Management
Colorado
$33K 3,000 – –
EWM
87
Endurance Wealth Management
Rhode Island
$28K 2,500 – –
RCA
88
Ranch Capital Advisors
Florida
$19K 1,767 +24 +1%
HFRG
89
Houlihan Financial Resource Group
Virginia
$19K 1,600 +1,600 New
HGWM
90
Harvest Group Wealth Management
Massachusetts
$15K 1,389 – –
Barclays
91
Barclays
United Kingdom
$10K 800 – –
GEA
92
Glen Eagle Advisors
New Jersey
$9.82K 892 +12 +1%
PA
93
Parallel Advisors
California
$3K 236 – –
GRP
94
Global Retirement Partners
California
$2K 178 – –
FCH
95
Freestone Capital Holdings
Washington
$803 73 +73 New
PPA
96
Parametric Portfolio Associates
Washington
– – -113,933 Closed
WOSD
97
WFA of San Diego
California
– – -25,150 Closed
WCM
98
Windsor Capital Management
Arizona
– – -12,368 Closed
DP
99
Dearborn Partners
Illinois
– – -10,397 Closed
APWA
100
Atlas Private Wealth Advisors
New Jersey
– – -2,500 Closed
1 2 3
4
5