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CHI

Calamos Convertible Opportunities and Income Fund
CHI

115 hedge funds and large institutions have $141M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

6% more funds holding

Funds holding: 108 → 115 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.07% less ownership

Funds ownership: 18.74% → 18.68% (-0.07%)

3% less capital invested

Capital invested by funds: $146M → $141M (-$4.6M)

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
39
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$992K
2
Ameriprise
Ameriprise
Minnesota
+$528K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$469K
4
OFG
OTA Financial Group
New York
+$436K
5
Morgan Stanley
Morgan Stanley
New York
+$429K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.29M
2
Wells Fargo
Wells Fargo
California
-$1.17M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$712K
4
MCC
Money Concepts Capital
Florida
-$664K
5
AAM
Advisors Asset Management
Colorado
-$545K
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
76
Perennial Investment Advisors
California
$158K +$173K +15,000 New
MWM
77
Melfa Wealth Management
Massachusetts
$144K +$692 +60 +0.4%
IWM
78
IHT Wealth Management
Illinois
$143K +$404 +35 +0.3%
SFG
79
Sovereign Financial Group
Connecticut
$141K – – –
SLWA
80
San Luis Wealth Advisors
California
$139K +$153K +13,235 New
MML Investors Services
81
MML Investors Services
Massachusetts
$128K -$13K -1,131 -9%
PVM
82
Palogic Value Management
Texas
$126K – – –
JF
83
Jump Financial
Illinois
$125K +$137K +11,855 New
KPWS
84
Kestra Private Wealth Services
Texas
$124K +$8.52K +739 +7%
CIA
85
Capital Investment Advisors
Georgia
$122K – – –
CA
86
Calton & Associates
Florida
$121K +$133K +11,530 New
BC
87
Barrett & Company
Rhode Island
$115K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$69.7K +$76.4K +6,624 New
JMF
89
Johnson Midwest Financial
Iowa
$63.4K – – –
AF
90
Allworth Financial
California
$58.9K – – –
GWM
91
Geneos Wealth Management
Colorado
$54.1K – – –
EC
92
Elequin Capital
New York
$49.8K +$54.6K +4,732 New
SS
93
Sunbelt Securities
Texas
$42.4K +$46.1K +4,000 New
CAL
94
Capital Analysts LLC
Pennsylvania
$42K – – –
BAM
95
Belpointe Asset Management
Nevada
$36.8K -$94.5K -8,200 -70%
GWS
96
Glassman Wealth Services
Virginia
$34.3K – – –
GRP
97
Global Retirement Partners
California
$33.7K +$12.5K +1,081 +50%
IFAM
98
Institutional & Family Asset Management
Colorado
$31.6K – – –
PTC
99
Private Trust Company
Ohio
$31.6K – – –
CFGS
100
Concourse Financial Group Securities
Alabama
$29.5K – – –
1 2 3
4
5

CHI Hedge Fund Activity: Q1 2023 in Review

115 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q1 2023, worth a combined $141M — down 3.2% from $146M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CHI positions and 10 closed out — a net gain of 10 holders — while 39 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $992K. The largest seller was Guggenheim Capital, cutting an estimated $1.29M.

  • 115 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q1 2023, up from 108 in Q4 2022.
  • Funds reported $141M of Calamos Convertible Opportunities and Income Fund stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 20 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q1 2023 and 10 closed out, a net change of +10 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q1 2023 was Bank of America, an estimated $992K added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q1 2023 was Guggenheim Capital, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2023.