CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

108 hedge funds and large institutions have $146M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
108
Holders Change
-5
Holders Change %
-4.42%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
37
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Harbour Investments
Wisconsin
$1.88M
2
CW
2
Connectus Wealth
Ohio
$1.75M
3
BPA
3
Beacon Pointe Advisors
California
$1.28M
4
UBS Group
4
UBS Group
Switzerland
$14.7M
5
LPL Financial
5
LPL Financial
California
$6.02M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.4M
2
CAG
2
Csenge Advisory Group
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$9.89M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$825K
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$137K 12,700 -4,429 -26%
FAIM
77
Financial Advocates Investment Management
Washington
$136K 12,707 +23 +0.2%
MGIA
78
Moneta Group Investment Advisors
Missouri
$133K 12,407 +12,407 New
IA
79
IFP Advisors
Florida
$130K 11,008 – –
EWA
80
EP Wealth Advisors
California
$129K 12,000 – –
CA
81
Cetera Advisors
Colorado
$123K 11,482 -1,858 -14%
KPWS
82
Kestra Private Wealth Services
Texas
$117K 10,923 +217 +2%
LC
83
Lindbrook Capital
California
$110K 10,307 – –
APA
84
American Portfolios Advisors
New York
$108K 10,060 -1,000 -9%
CAL
85
Capital Analysts LLC
Pennsylvania
$99K 9,238 -7,112 -43%
CA
86
CoreCap Advisors
Michigan
$75K 6,957 +6,957 New
JMF
87
Johnson Midwest Financial
Iowa
$65K 6,022 – –
AF
88
Allworth Financial
California
$57K 5,300 – –
GWS
89
Glassman Wealth Services
Virginia
$35K 3,260 – –
CCM
90
Covington Capital Management
California
$33K 3,100 – –
IFAM
91
Institutional & Family Asset Management
Colorado
$32K 3,000 – –
PTC
92
Private Trust Company
Ohio
$32K 3,000 +3,000 New
AIP
93
Ahrens Investment Partners
Louisiana
$22K 2,089 +39 +2%
Citigroup
94
Citigroup
New York
$21K 2,000 +2,000 New
SWM
95
Spire Wealth Management
Virginia
$19K 1,800 -3,495 -66%
EWM
96
Endurance Wealth Management
Rhode Island
$16K 1,500 – –
SWM
97
SeaCrest Wealth Management
New York
$16K 1,500 +1,500 New
RCM
98
Raleigh Capital Management
North Carolina
$13K 1,218 +29 +2%
GEA
99
Glen Eagle Advisors
New Jersey
$10.3K 963 – –
GRP
100
Global Retirement Partners
California
$9K 876 +7 +0.8%
1 2 3
4
5