CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $145M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+4
Holders Change %
+3.92%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
33
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
1
Lindbrook Capital
California
$4M
2
MGWM
2
Marks Group Wealth Management
Minnesota
$958K
3
GC
3
Guggenheim Capital
Illinois
$8.18M
4
MCC
4
Money Concepts Capital
Florida
$664K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.06M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$8.9M
2
BPA
2
Beacon Pointe Advisors
California
$608K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.24M
4
Wells Fargo
4
Wells Fargo
California
$11.7M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$143K 13,575 +35 +0.3%
SFG
77
Sovereign Financial Group
Connecticut
$141K 13,380 -650 -5%
MML Investors Services
78
MML Investors Services
Massachusetts
$140K 13,286 +1,990 +18%
IA
79
IFP Advisors
Florida
$129K 11,031 +12 +0.1%
EWA
80
EP Wealth Advisors
California
$126K 12,000 – –
PVM
81
Palogic Value Management
Texas
$126K 12,000 +12,000 New
BAM
82
Belpointe Asset Management
Nevada
$123K 11,700 -1,000 -8%
CIA
83
Capital Investment Advisors
Georgia
$122K 11,590 – –
IAIM
84
International Assets Investment Management
Florida
$118K 11,182 +11,182 New
PSCM
85
Per Stirling Capital Management
Texas
$117K 11,134 +11,134 New
KPWS
86
Kestra Private Wealth Services
Texas
$116K 11,005 -2,198 -17%
BC
87
Barrett & Company
Rhode Island
$115K 10,900 – –
JMF
88
Johnson Midwest Financial
Iowa
$63K 6,022 – –
AF
89
Allworth Financial
California
$58.9K 5,600 +53 +1%
GWM
90
Geneos Wealth Management
Colorado
$54K 5,140 -3,258 -39%
CAL
91
Capital Analysts LLC
Pennsylvania
$42K 4,000 – –
GWS
92
Glassman Wealth Services
Virginia
$34.3K 3,260 – –
PTC
93
Private Trust Company
Ohio
$32K 3,000 – –
IFAM
94
Institutional & Family Asset Management
Colorado
$31.5K 3,000 – –
CFGS
95
Concourse Financial Group Securities
Alabama
$29.7K 2,800 – –
GRP
96
Global Retirement Partners
California
$22.8K 2,168 +1,267 +141%
EWM
97
Endurance Wealth Management
Rhode Island
$16K 1,500 – –
SC
98
SouthState Corp
Florida
$11.6K 1,100 +1,100 New
GEA
99
Glen Eagle Advisors
New Jersey
$10.1K 963 – –
HWA
100
HHM Wealth Advisors
Tennessee
$7.62K 725 – –
1 2 3
4
5