We are live on ! Find out more
CHI

Calamos Convertible Opportunities and Income Fund
CHI

108 hedge funds and large institutions have $146M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $130M → $146M (+$15.8M)

4% more funds holding

Funds holding: 104 → 108 (+4)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.21% more ownership

Funds ownership: 18.53% → 18.74% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
34
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LC
Lindbrook Capital
California
+$4M
2
MGWM
Marks Group Wealth Management
Minnesota
+$984K
3
GC
Guggenheim Capital
Illinois
+$762K
4
MCC
Money Concepts Capital
Florida
+$682K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$667K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2.14M
2
BPA
Beacon Pointe Advisors
California
-$661K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$643K
4
Wells Fargo
Wells Fargo
California
-$634K
5
WAM
Wolverine Asset Management
Illinois
-$458K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Melfa Wealth Management
Massachusetts
$144K +$147K +13,657 New
IWM
77
IHT Wealth Management
Illinois
$143K +$378 +35 +0.3%
SFG
78
Sovereign Financial Group
Connecticut
$141K -$7.02K -650 -5%
MML Investors Services
79
MML Investors Services
Massachusetts
$140K +$21.5K +1,990 +18%
IA
80
IFP Advisors
Florida
$129K +$130 +12 +0.1%
EWA
81
EP Wealth Advisors
California
$126K – – –
PVM
82
Palogic Value Management
Texas
$126K +$130K +12,000 New
BAM
83
Belpointe Asset Management
Nevada
$123K -$10.8K -1,000 -8%
CIA
84
Capital Investment Advisors
Georgia
$122K – – –
IAIM
85
International Assets Investment Management
Florida
$118K +$121K +11,182 New
PSCM
86
Per Stirling Capital Management
Texas
$117K +$120K +11,134 New
KPWS
87
Kestra Private Wealth Services
Texas
$116K -$23.7K -2,198 -17%
BC
88
Barrett & Company
Rhode Island
$115K – – –
JMF
89
Johnson Midwest Financial
Iowa
$63K – – –
AF
90
Allworth Financial
California
$58.9K +$572 +53 +1%
GWM
91
Geneos Wealth Management
Colorado
$54K -$35.2K -3,258 -39%
CAL
92
Capital Analysts LLC
Pennsylvania
$42K – – –
GWS
93
Glassman Wealth Services
Virginia
$34.3K – – –
PTC
94
Private Trust Company
Ohio
$32K – – –
IFAM
95
Institutional & Family Asset Management
Colorado
$31.5K – – –
CFGS
96
Concourse Financial Group Securities
Alabama
$29.7K – – –
GRP
97
Global Retirement Partners
California
$22.8K +$13.7K +1,267 +141%
CT
98
Caldwell Trust
Florida
$16.1K – – –
EWM
99
Endurance Wealth Management
Rhode Island
$16K – – –
SC
100
SouthState Corp
Florida
$11.6K +$11.9K +1,100 New
1 2 3
4
5

CHI Hedge Fund Activity: Q4 2022 in Review

108 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2022, worth a combined $146M — up 12% from $130M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CHI positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Lindbrook Capital, adding an estimated $4M. The largest seller was Advisors Asset Management, cutting an estimated $2.14M.

  • 108 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2022, up from 104 in Q3 2022.
  • Funds reported $146M of Calamos Convertible Opportunities and Income Fund stock for Q4 2022, up 12% quarter-over-quarter.
  • 15 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2022 and 8 closed out, a net change of +7 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2022 was Lindbrook Capital, an estimated $4M added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2022 was Advisors Asset Management, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2022.