CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

107 hedge funds and large institutions have $203M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$3.15M
2
GC
2
Guggenheim Capital
Illinois
$14.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.7M
4
NA
4
NewEdge Advisors
Louisiana
$863K
5
LPL Financial
5
LPL Financial
California
$6.42M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.7M
2
PAG
2
Private Advisor Group
New Jersey
$964K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.84M
4
KAS
4
Kestra Advisory Services
Texas
$186K
5
AAM
5
Advisors Asset Management
Colorado
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$186K 12,295 -32,438 -73%
IWM
77
IHT Wealth Management
Illinois
$174K 11,506 +11,506 New
APA
78
American Portfolios Advisors
New York
$167K 11,060 +3,460 +46%
SA
79
SAM Advisors
California
$166K 11,410 -2,995 -21%
VWA
80
Visionary Wealth Advisors
Illinois
$165K 10,947 +189 +2%
PFS
81
Prospera Financial Services
Texas
$156K 10,300 – –
LC
82
Lindbrook Capital
California
$156K 10,307 +10,307 New
CA
83
CoreCap Advisors
Michigan
$153K 10,157 +10,157 New
CFGS
84
Concourse Financial Group Securities
Alabama
$95K 6,229 +110 +2%
JMF
85
Johnson Midwest Financial
Iowa
$91K 6,022 – –
AF
86
Allworth Financial
California
$80K 5,300 – –
SWM
87
Spire Wealth Management
Virginia
$79K 5,225 -1,000 -16%
AAP
88
Arax Advisory Partners
Colorado
$68K 4,500 – –
AIP
89
Ahrens Investment Partners
Louisiana
$52K 3,418 +3,418 New
NFG
90
Next Financial Group
Texas
$51K 3,348 – –
GWS
91
Glassman Wealth Services
Virginia
$49K 3,260 – –
IFAM
92
Institutional & Family Asset Management
Colorado
$45K 3,000 – –
HNB
93
Huntington National Bank
Ohio
– – – –
EWM
94
Endurance Wealth Management
Rhode Island
$38K 2,500 – –
FAG
95
Fortitude Advisory Group
Washington
$23K 1,500 +1,500 New
CCM
96
Covington Capital Management
California
$23K 1,550 +1,550 New
US Bancorp
97
US Bancorp
Minnesota
$21K 1,379 -2,173 -61%
GEA
98
Glen Eagle Advisors
New Jersey
$14.6K 963 – –
FF
99
FourThought Financial
Florida
$10K 660 – –
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$8K 500 – –
1 2 3
4
5