CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

113 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.

Holders
113
Holders Change
+7
Holders Change %
+6.6%
% of All Funds
1.81%
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

1
Bank of America
1
Bank of America
North Carolina
$10.3M
2
Ameriprise
2
Ameriprise
Minnesota
$4.67M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$428K
4
OFG
4
OTA Financial Group
New York
$398K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.01M
2
GC
2
Guggenheim Capital
Illinois
$7.01M
3
Wells Fargo
3
Wells Fargo
California
$10.6M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$407K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
Melfa Wealth Management
Massachusetts
$144K 13,717 +60 +0.4%
IWM
77
IHT Wealth Management
Illinois
$143K 13,610 +35 +0.3%
SFG
78
Sovereign Financial Group
Connecticut
$141K 13,380 – –
SLWA
79
San Luis Wealth Advisors
California
$139K 13,235 +13,235 New
MML Investors Services
80
MML Investors Services
Massachusetts
$128K 12,155 -1,131 -9%
PVM
81
Palogic Value Management
Texas
$126K 12,000 – –
JF
82
Jump Financial
Illinois
$125K 11,855 +11,855 New
KPWS
83
Kestra Private Wealth Services
Texas
$124K 11,744 +739 +7%
CIA
84
Capital Investment Advisors
Georgia
$122K 11,590 – –
CA
85
Calton & Associates
Florida
$121K 11,530 +11,530 New
BC
86
Barrett & Company
Rhode Island
$115K 10,900 – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$69.7K 6,624 +6,624 New
JMF
88
Johnson Midwest Financial
Iowa
$63.4K 6,022 – –
AF
89
Allworth Financial
California
$58.9K 5,600 – –
GWM
90
Geneos Wealth Management
Colorado
$54.1K 5,140 – –
EC
91
Elequin Capital
New York
$49.8K 4,732 +4,732 New
SS
92
Sunbelt Securities
Texas
$42.4K 4,000 +4,000 New
CAL
93
Capital Analysts LLC
Pennsylvania
$42K 4,000 – –
BAM
94
Belpointe Asset Management
Nevada
$36.8K 3,500 -8,200 -70%
GWS
95
Glassman Wealth Services
Virginia
$34.3K 3,260 – –
GRP
96
Global Retirement Partners
California
$33.7K 3,249 +1,081 +50%
IFAM
97
Institutional & Family Asset Management
Colorado
$31.6K 3,000 – –
PTC
98
Private Trust Company
Ohio
$31.6K 3,000 – –
CFGS
99
Concourse Financial Group Securities
Alabama
$29.5K 2,800 – –
AIP
100
Ahrens Investment Partners
Louisiana
$23.3K 2,219 +2,219 New
1 2 3
4
5