CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

109 hedge funds and large institutions have $203M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
109
Holders Change
+13
Holders Change %
+13.54%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
42
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$9.35M
2
Cohen & Steers
2
Cohen & Steers
New York
$16.2M
3
UBS Group
3
UBS Group
Switzerland
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.89M
5
Bank of America
5
Bank of America
North Carolina
$12.7M

Top Sellers

1
MGWM
1
Marks Group Wealth Management
Minnesota
$0
2
DADC
2
D.A. Davidson & Co
Montana
$5.36M
3
TYCC
3
Texas Yale Capital Corp
Florida
$0
4
DA
4
Doliver Advisors
Texas
$0
5
Invesco
5
Invesco
Georgia
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
76
Moneta Group Investment Advisors
Missouri
$164K 12,112 +12,112 New
BAM
77
Belpointe Asset Management
Nevada
$163K 12,022 +12,022 New
SFG
78
Sovereign Financial Group
Connecticut
$162K 12,000 +12,000 New
TPA
79
Trivium Point Advisory
Connecticut
$158K 11,627 – –
PFS
80
Prospera Financial Services
Texas
$139K 10,300 – –
ASN
81
Advisory Services Network
Georgia
$138K 10,185 +10,185 New
SPIA
82
Steward Partners Investment Advisory
New York
$134K 9,889 +1 +0%
Bessemer Group
83
Bessemer Group
New Jersey
$112K 8,261 +8,261 New
FIA
84
FNY Investment Advisers
New York
$94K 6,951 +6,951 New
NFSG
85
Newbridge Financial Services Group
Florida
$82K 6,056 – –
CFGS
86
Concourse Financial Group Securities
Alabama
$82K 5,989 +42 +0.7%
JMF
87
Johnson Midwest Financial
Iowa
$82K 6,022 +6,022 New
SIM
88
Sonora Investment Management
Arizona
$79K 5,829 – –
AF
89
Allworth Financial
California
$72K 5,300 – –
AAP
90
Arax Advisory Partners
Colorado
$61K 4,500 – –
RIA
91
RPG Investment Advisory
California
$57K 4,179 -500 -11%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$54K 4,000 +4,000 New
APA
93
American Portfolios Advisors
New York
$52.8K 3,900 – –
US Bancorp
94
US Bancorp
Minnesota
$48K 3,552 – –
IFAM
95
Institutional & Family Asset Management
Colorado
$41K 3,000 – –
EWM
96
Endurance Wealth Management
Rhode Island
$34K 2,500 – –
RCA
97
Ranch Capital Advisors
Florida
$24K 1,801 +34 +2%
VBCG
98
Valley Brook Capital Group
Pennsylvania
$22K 1,630 +1,630 New
HGWM
99
Harvest Group Wealth Management
Massachusetts
$19K 1,389 – –
GEA
100
Glen Eagle Advisors
New Jersey
$12.3K 910 +18 +2%
1 2 3
4
5