CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

113 hedge funds and large institutions have $174M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
42
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.15M
2
MCC
2
Money Concepts Capital
Florida
$689K
3
AWS
3
Atria Wealth Solutions
New York
$544K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.69M
5
AAM
5
Advisors Asset Management
Colorado
$14.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
Stifel Financial
3
Stifel Financial
Missouri
$280K
4
Wells Fargo
4
Wells Fargo
California
$15.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
FFG
76
Ford Financial Group
California
$198K 15,000 – –
SFG
77
Sovereign Financial Group
Connecticut
$195K 14,730 +1,267 +9%
IWM
78
IHT Wealth Management
Illinois
$181K 13,731 +2,225 +19%
CA
79
Cetera Advisors
Colorado
$176K 13,340 -684 -5%
FAIM
80
Financial Advocates Investment Management
Washington
$168K 12,684 -8,080 -39%
DWM
81
Doyle Wealth Management
Florida
$165K 12,467 – –
EWA
82
EP Wealth Advisors
California
$159K 12,000 +12,000 New
APA
83
American Portfolios Advisors
New York
$146K 11,060 – –
VWA
84
Visionary Wealth Advisors
Illinois
$145K 10,947 – –
KPWS
85
Kestra Private Wealth Services
Texas
$141K 10,706 -15,719 -59%
LC
86
Lindbrook Capital
California
$136K 10,307 – –
PFS
87
Prospera Financial Services
Texas
$136K 10,300 – –
IA
88
IFP Advisors
Florida
$130K 11,008 +11,008 New
JMF
89
Johnson Midwest Financial
Iowa
$80K 6,022 – –
T
90
TCWP
Ohio
$79K 6,046 +6,046 New
AF
91
Allworth Financial
California
$70K 5,300 – –
SWM
92
Spire Wealth Management
Virginia
$70K 5,295 +70 +1%
AAP
93
Arax Advisory Partners
Colorado
$59K 4,500 – –
DWP
94
Destiny Wealth Partners
Florida
$59K 4,500 +4,500 New
GWS
95
Glassman Wealth Services
Virginia
$43K 3,260 – –
WTC
96
WhitTier Trust Company
Nevada
$42K 3,217 +3,217 New
CCM
97
Covington Capital Management
California
$41K 3,100 +1,550 +100%
IFAM
98
Institutional & Family Asset Management
Colorado
$40K 3,000 – –
HNB
99
Huntington National Bank
Ohio
– – – –
FAG
100
Fortitude Advisory Group
Washington
$35K 2,642 +1,142 +76%
1 2 3
4
5