CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $201M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
41
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.9M
2
UBS Group
2
UBS Group
Switzerland
$18.7M
3
KIM
3
Karpus Investment Management
New York
$2.68M
4
HI
4
Harbour Investments
Wisconsin
$2.54M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$7.96M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
GC
5
Guggenheim Capital
Illinois
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$168K 11,800 +1,911 +19%
TPA
77
Trivium Point Advisory
Connecticut
$165K 11,627 – –
APA
78
American Portfolios Advisors
New York
$161K 11,305 +7,405 +190%
VWA
79
Visionary Wealth Advisors
Illinois
$151K 10,633 +10,633 New
PFS
80
Prospera Financial Services
Texas
$147K 10,300 – –
PMFA
81
Plante Moran Financial Advisors
Michigan
$114K 8,000 +8,000 New
SWM
82
Spire Wealth Management
Virginia
$89K 6,225 +6,225 New
JMF
83
Johnson Midwest Financial
Iowa
$86K 6,022 – –
CFGS
84
Concourse Financial Group Securities
Alabama
$86K 6,031 +42 +0.7%
NFSG
85
Newbridge Financial Services Group
Florida
$84K 5,924 -132 -2%
SIM
86
Sonora Investment Management
Arizona
$82K 5,750 -79 -1%
AF
87
Allworth Financial
California
$75K 5,300 – –
WP
88
WealthShield Partners
North Carolina
$61K 4,279 +4,279 New
RIA
89
RPG Investment Advisory
California
$59K 4,179 – –
US Bancorp
90
US Bancorp
Minnesota
$51K 3,552 – –
IFAM
91
Institutional & Family Asset Management
Colorado
$43K 3,000 – –
FIA
92
FNY Investment Advisers
New York
$38K 2,719 -4,232 -61%
EWM
93
Endurance Wealth Management
Rhode Island
$36K 2,500 – –
VBCG
94
Valley Brook Capital Group
Pennsylvania
$23K 1,630 – –
DAC
95
Dividend Assets Capital
South Carolina
$18K 1,250 +1,250 New
GEA
96
Glen Eagle Advisors
New Jersey
$13.2K 927 +17 +2%
RCA
97
Ranch Capital Advisors
Florida
$11K 823 -978 -54%
FF
98
FourThought Financial
Florida
$9K 660 – –
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$7K 500 -30,000 -98%
PA
100
Parallel Advisors
California
$6K 449 +213 +90%
1 2 3
4
5