CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

105 hedge funds and large institutions have $206M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
41
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$22.7M
2
GC
2
Guggenheim Capital
Illinois
$13.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.22M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.31M
5
Wells Fargo
5
Wells Fargo
California
$19.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.6M
2
KIM
2
Karpus Investment Management
New York
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$6.3M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
CA
5
Cetera Advisors
Colorado
$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
76
Sonora Investment Management
Arizona
$171K +$83.6K +5,500 +96%
VWA
77
Visionary Wealth Advisors
Illinois
$161K – – –
PFS
78
Prospera Financial Services
Texas
$156K – – –
SPIA
79
Steward Partners Investment Advisory
New York
$153K -$26.1K -1,721 -15%
BlackRock
80
BlackRock
New York
$93K +$93K +6,163 New
CFGS
81
Concourse Financial Group Securities
Alabama
$92K +$666 +44 +0.7%
JMF
82
Johnson Midwest Financial
Iowa
$91K – – –
NFSG
83
Newbridge Financial Services Group
Florida
$90K – – –
AF
84
Allworth Financial
California
$80K – – –
Citigroup
85
Citigroup
New York
$69K +$69K +4,575 New
RIA
86
RPG Investment Advisory
California
$68K +$4.56K +300 +7%
AAP
87
Arax Advisory Partners
Colorado
$68K +$68K +4,500 New
WP
88
WealthShield Partners
North Carolina
$65K – – –
US Bancorp
89
US Bancorp
Minnesota
$54K – – –
NFG
90
Next Financial Group
Texas
$49K +$49K +3,211 New
GWS
91
Glassman Wealth Services
Virginia
$49K +$49K +3,260 New
HFA
92
Hoover Financial Advisors
Pennsylvania
$48K +$48K +3,175 New
IFAM
93
Institutional & Family Asset Management
Colorado
$46K – – –
EWM
94
Endurance Wealth Management
Rhode Island
$37K – – –
GEA
95
Glen Eagle Advisors
New Jersey
$14.3K +$273 +18 +2%
RCA
96
Ranch Capital Advisors
Florida
$12K -$11K -823 Closed
FF
97
FourThought Financial
Florida
$10K – – –
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$8K – – –
PA
99
Parallel Advisors
California
$7K – – –
AA
100
Addison Advisors
Vermont
$7K +$7K +444 New
1 2 3
4
5