CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $157M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
41
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.5M
2
CAM
2
Cresset Asset Management
Illinois
$932K
3
Truist Financial
3
Truist Financial
North Carolina
$1.06M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
DADC
5
D.A. Davidson & Co
Montana
$7.24M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$6.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
OFG
3
OTA Financial Group
New York
$0
4
CG
4
Colony Group
Massachusetts
$0
5
AWM
5
Axxcess Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
Melfa Wealth Management
Massachusetts
$154K 13,783 +66 +0.5%
IWM
77
IHT Wealth Management
Illinois
$153K 13,647 +37 +0.3%
SFG
78
Sovereign Financial Group
Connecticut
$153K 13,630 +250 +2%
CA
79
CoreCap Advisors
Michigan
$150K 13,400 +13,400 New
SLWA
80
San Luis Wealth Advisors
California
$148K 13,235 – –
PVM
81
Palogic Value Management
Texas
$134K 12,000 – –
KPWS
82
Kestra Private Wealth Services
Texas
$134K 11,987 +243 +2%
MML Investors Services
83
MML Investors Services
Massachusetts
$134K 11,986 -169 -1%
CW
84
Channel Wealth
California
$133K 11,892 -4,040 -25%
BC
85
Barrett & Company
Rhode Island
$122K 10,900 – –
JMF
86
Johnson Midwest Financial
Iowa
$67.4K 6,022 – –
AF
87
Allworth Financial
California
$62.7K 5,600 – –
GWM
88
Geneos Wealth Management
Colorado
$57.6K 5,140 – –
OP
89
ORG Partners
Indiana
$49.3K 4,341 +4,341 New
CAL
90
Capital Analysts LLC
Pennsylvania
$45K 4,000 – –
SS
91
Sunbelt Securities
Texas
$44.8K 4,000 – –
GRP
92
Global Retirement Partners
California
$36.7K 3,273 +24 +0.7%
GWS
93
Glassman Wealth Services
Virginia
$36.5K 3,260 – –
CFGS
94
Concourse Financial Group Securities
Alabama
$35.1K 3,135 +335 +12%
PTC
95
Private Trust Company
Ohio
$33.6K 3,000 – –
IFAM
96
Institutional & Family Asset Management
Colorado
$33.6K 3,000 – –
EWM
97
Endurance Wealth Management
Rhode Island
$17K 1,500 – –
US Bancorp
98
US Bancorp
Minnesota
$14.8K 1,325 +1,000 +308%
AA
99
Addison Advisors
Vermont
$11.6K 1,033 +1,033 New
IA
100
IFP Advisors
Florida
$10K 895 -218 -20%
1 2 3
4
5