CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

104 hedge funds and large institutions have $200M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
36
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$2.58M
2
EGA
2
E&G Advisors
Texas
$603K
3
HI
3
Harbour Investments
Wisconsin
$3.1M
4
LPL Financial
4
LPL Financial
California
$5.59M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.94M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
GC
2
Guggenheim Capital
Illinois
$12.6M
3
Cohen & Steers
3
Cohen & Steers
New York
$5.35M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.44M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$155K 10,349 +10,349 New
PFS
77
Prospera Financial Services
Texas
$154K 10,300 – –
SPIA
78
Steward Partners Investment Advisory
New York
$150K 10,026 -53 -0.5%
APA
79
American Portfolios Advisors
New York
$114K 7,600 -4,666 -38%
SWM
80
Spire Wealth Management
Virginia
$93K 6,225 -6,000 -49%
CFGS
81
Concourse Financial Group Securities
Alabama
$92K 6,119 +44 +0.7%
JMF
82
Johnson Midwest Financial
Iowa
$90K 6,022 – –
AF
83
Allworth Financial
California
$79K 5,300 – –
AAP
84
Arax Advisory Partners
Colorado
$67K 4,500 – –
RIA
85
RPG Investment Advisory
California
$67K 4,479 – –
US Bancorp
86
US Bancorp
Minnesota
$53K 3,552 – –
NFG
87
Next Financial Group
Texas
$50K 3,348 +137 +4%
GWS
88
Glassman Wealth Services
Virginia
$49K 3,260 – –
IFAM
89
Institutional & Family Asset Management
Colorado
$45K 3,000 – –
EWM
90
Endurance Wealth Management
Rhode Island
$37K 2,500 – –
GEA
91
Glen Eagle Advisors
New Jersey
$14.4K 963 +18 +2%
RCA
92
Ranch Capital Advisors
Florida
$13K 855 +855 New
GKWIM
93
Gerber Kawasaki Wealth & Investment Management
California
$13K 900 +900 New
FF
94
FourThought Financial
Florida
$9K 660 – –
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$7K 500 – –
PA
96
Parallel Advisors
California
$7K 449 – –
AA
97
Addison Advisors
Vermont
$7K 444 – –
AssetMark Inc
98
AssetMark Inc
California
$4K 285 +285 New
GRP
99
Global Retirement Partners
California
$3K 178 – –
TLCM
100
Twin Lakes Capital Management
California
$3K 213 +4 +2%
1 2 3
4
5