CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

102 hedge funds and large institutions have $129M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
-6
Holders Change %
-5.56%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
32
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$1.09M
2
AAS
2
Avantax Advisory Services
Texas
$1.58M
3
WAM
3
Wolverine Asset Management
Illinois
$458K
4
RCA
4
Reitz Capital Advisors
Michigan
$2.83M
5
AWS
5
Atria Wealth Solutions
New York
$435K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$6.83M
2
UBS Group
2
UBS Group
Switzerland
$12.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.63M
4
GWM
4
Geneos Wealth Management
Colorado
$81K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
76
Capital Investment Advisors
Georgia
$112K 11,590 -3,000 -21%
CA
77
Cetera Advisors
Colorado
$112K 11,629 +147 +1%
MML Investors Services
78
MML Investors Services
Massachusetts
$109K 11,296 -6,657 -37%
FAIM
79
Financial Advocates Investment Management
Washington
$104K 10,731 -1,976 -16%
MGIA
80
Moneta Group Investment Advisors
Missouri
$100K 10,352 -2,055 -17%
APA
81
American Portfolios Advisors
New York
$97.2K 10,060 – –
LC
82
Lindbrook Capital
California
$97K 10,000 -307 -3%
GWM
83
Geneos Wealth Management
Colorado
$81K 8,398 -35,238 -81%
AF
84
Allworth Financial
California
$54K 5,547 +247 +5%
CAL
85
Capital Analysts LLC
Pennsylvania
$39K 4,000 -5,238 -57%
GWS
86
Glassman Wealth Services
Virginia
$31K 3,260 – –
CCM
87
Covington Capital Management
California
$30K 3,100 – –
PTC
88
Private Trust Company
Ohio
$29K 3,000 – –
IFAM
89
Institutional & Family Asset Management
Colorado
$29K 3,000 – –
CFGS
90
Concourse Financial Group Securities
Alabama
$27K 2,800 +2,800 New
EWM
91
Endurance Wealth Management
Rhode Island
$14K 1,500 – –
RCM
92
Raleigh Capital Management
North Carolina
$12K 1,250 +32 +3%
GRP
93
Global Retirement Partners
California
$10K 901 +25 +3%
GEA
94
Glen Eagle Advisors
New Jersey
$9.3K 963 – –
HWA
95
HHM Wealth Advisors
Tennessee
$7K 725 – –
FF
96
FourThought Financial
Florida
$6K 660 – –
PA
97
Parallel Advisors
California
$4K 449 – –
US Bancorp
98
US Bancorp
Minnesota
$3K 325 – –
TLCM
99
Twin Lakes Capital Management
California
$2K 232 +232 New
KFI
100
Key Financial Inc
Pennsylvania
$1K 89 – –
1 2 3
4
5