CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $149M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
106
Holders Change
–
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
39
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.1M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.84M
5
AAS
5
Avantax Advisory Services
Texas
$2.85M

Top Sellers

1
RCA
1
Reitz Capital Advisors
Michigan
$768K
2
EWA
2
EP Wealth Advisors
California
$163K
3
Bank of America
3
Bank of America
North Carolina
$9.51M
4
MA
4
Mutual Advisors
Nebraska
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
76
Perennial Investment Advisors
California
$158K 15,000 – –
MWM
77
Melfa Wealth Management
Massachusetts
$146K 13,850 +67 +0.5%
Citadel Advisors
78
Citadel Advisors
Florida
$131K 12,492 +12,492 New
PVM
79
Palogic Value Management
Texas
$126K 12,000 – –
KAS
80
Kestra Advisory Services
Texas
$122K 11,579 -15,160 -57%
GWM
81
Gray Wealth Management
Maine
$117K 11,114 +11,114 New
CDH
82
Charles D. Hyman
$116K 11,050 -5,450 -33%
MML Investors Services
83
MML Investors Services
Massachusetts
$115K 10,890 -1,096 -9%
BC
84
Barrett & Company
Rhode Island
$108K 10,250 -650 -6%
CIA
85
Capital Investment Advisors
Georgia
$106K 10,090 +10,090 New
JMF
86
Johnson Midwest Financial
Iowa
$95.1K 9,022 +3,000 +50%
NS
87
NBC Securities
Alabama
$95K 9,043 +9,043 New
Comerica Bank
88
Comerica Bank
Texas
$66.3K 6,290 +6,290 New
AF
89
Allworth Financial
California
$59K 5,600 – –
GWM
90
Geneos Wealth Management
Colorado
$54.2K 5,140 – –
CAL
91
Capital Analysts LLC
Pennsylvania
$42K 4,000 – –
OP
92
ORG Partners
Indiana
$37.1K 3,516 -825 -19%
GWS
93
Glassman Wealth Services
Virginia
$34.4K 3,260 – –
GRP
94
Global Retirement Partners
California
$34.4K 3,310 +37 +1%
CFGS
95
Concourse Financial Group Securities
Alabama
$33K 3,135 – –
PTC
96
Private Trust Company
Ohio
$31.6K 3,000 – –
IFAM
97
Institutional & Family Asset Management
Colorado
$31.6K 3,000 – –
US Bancorp
98
US Bancorp
Minnesota
$14K 1,325 – –
HCM
99
Highlander Capital Management
New Jersey
$11K 1,027 +1,027 New
IA
100
IFP Advisors
Florida
$9.49K 900 +5 +0.6%
1 2 3
4
5