We are live on ! Find out more
CHI

Calamos Convertible Opportunities and Income Fund
CHI

111 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, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

91% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 22

31% more capital invested

Capital invested by funds: $155M → $203M (+$48.5M)

13% more funds holding

Funds holding: 98 → 111 (+13)

1.34% more ownership

Funds ownership: 19.83% → 21.17% (+1.3%)

Holders
111
Holders Change
+13
Holders Change %
+13.27%
% of All Funds
1.96%
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
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.48M
2
Cohen & Steers
Cohen & Steers
New York
+$4.02M
3
UBS Group
UBS Group
Switzerland
+$2.27M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.1M
5
Bank of America
Bank of America
North Carolina
+$688K

Top Sellers

Rank Fund Capital Flow
1
MGWM
Marks Group Wealth Management
Minnesota
-$1.72M
2
DADC
D.A. Davidson & Co
Montana
-$1.09M
3
TYCC
Texas Yale Capital Corp
Florida
-$830K
4
DA
Doliver Advisors
Texas
-$822K
5
Invesco
Invesco
Georgia
-$695K
Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
76
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$165K +$2.14K +174 +1%
MGIA
77
Moneta Group Investment Advisors
Missouri
$164K +$149K +12,112 New
BAM
78
Belpointe Asset Management
Nevada
$163K +$148K +12,022 New
SFG
79
Sovereign Financial Group
Connecticut
$162K +$148K +12,000 New
TPA
80
Trivium Point Advisory
Connecticut
$158K – – –
PFS
81
Prospera Financial Services
Texas
$139K – – –
ASN
82
Advisory Services Network
Georgia
$138K +$125K +10,185 New
SPIA
83
Steward Partners Investment Advisory
New York
$134K +$12 +1 +0%
Bessemer Group
84
Bessemer Group
New Jersey
$112K +$102K +8,261 New
FIA
85
FNY Investment Advisers
New York
$94K +$85.6K +6,951 New
NFSG
86
Newbridge Financial Services Group
Florida
$82K – – –
CFGS
87
Concourse Financial Group Securities
Alabama
$82K +$517 +42 +0.7%
JMF
88
Johnson Midwest Financial
Iowa
$82K +$74.1K +6,022 New
SIM
89
Sonora Investment Management
Arizona
$79K – – –
AF
90
Allworth Financial
California
$72K – – –
AAP
91
Arax Advisory Partners
Colorado
$61K – – –
RIA
92
RPG Investment Advisory
California
$57K -$6.16K -500 -11%
JP Morgan Chase
93
JP Morgan Chase
New York
$54K +$49.2K +4,000 New
APA
94
American Portfolios Advisors
New York
$52.8K – – –
US Bancorp
95
US Bancorp
Minnesota
$48K – – –
IFAM
96
Institutional & Family Asset Management
Colorado
$41K – – –
EWM
97
Endurance Wealth Management
Rhode Island
$34K – – –
RCA
98
Ranch Capital Advisors
Florida
$24K +$419 +34 +2%
VBCG
99
Valley Brook Capital Group
Pennsylvania
$22K +$20.1K +1,630 New
CT
100
Caldwell Trust
Florida
$20.8K – – –
1 2 3
4
5

CHI Hedge Fund Activity: Q4 2020 in Review

111 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2020, worth a combined $203M — up 31% from $155M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CHI positions and 8 closed out — a net gain of 15 holders — while 42 added to existing stakes and 22 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.48M. The largest seller was Marks Group Wealth Management, exiting entirely with an estimated $1.72M sold.

  • 111 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2020, up from 98 in Q3 2020.
  • Funds reported $203M of Calamos Convertible Opportunities and Income Fund stock for Q4 2020, up 31% quarter-over-quarter.
  • 23 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2020 and 8 closed out, a net change of +15 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2020 was Rivernorth Capital Management, an estimated $4.48M added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2020 was Marks Group Wealth Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q4 2020.