CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

109 hedge funds and large institutions have $162M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
34
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.1M
2
MSA
2
Marathon Strategic Advisors
Pennsylvania
$1.88M
3
Wells Fargo
3
Wells Fargo
California
$14.7M
4
LCM
4
Landscape Capital Management
New Jersey
$1.18M
5
DADC
5
D.A. Davidson & Co
Montana
$7.57M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$3.79M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
RCA
3
Reitz Capital Advisors
Michigan
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
LPL Financial
5
LPL Financial
California
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
76
Creekmur Asset Management
Illinois
$133K 12,855 +12,855 New
Mariner
77
Mariner
Kansas
$132K 12,716 +12,716 New
ACI
78
Alpha Cubed Investments
California
$127K 12,300 +12,300 New
PVM
79
Palogic Value Management
Texas
$124K 12,000 – –
KAS
80
Kestra Advisory Services
Texas
$118K 11,342 -237 -2%
GWM
81
Gray Wealth Management
Maine
$116K 11,226 +112 +1%
CDH
82
Charles D. Hyman
$114K 11,050 – –
MML Investors Services
83
MML Investors Services
Massachusetts
$114K 11,041 +151 +1%
KA
84
Kovack Advisors
Florida
$108K 10,380 +10,380 New
NL
85
NWAM LLC
Washington
$107K 10,283 +10,283 New
BC
86
Barrett & Company
Rhode Island
$106K 10,250 – –
CIA
87
Capital Investment Advisors
Georgia
$105K 10,090 – –
NS
88
NBC Securities
Alabama
$93K 9,043 – –
Comerica Bank
89
Comerica Bank
Texas
$65.2K 6,290 – –
AF
90
Allworth Financial
California
$54.9K 5,300 -300 -5%
GWM
91
Geneos Wealth Management
Colorado
$53.3K 5,140 – –
CAL
92
Capital Analysts LLC
Pennsylvania
$41K 4,000 – –
CFGS
93
Concourse Financial Group Securities
Alabama
$32.8K 3,135 – –
IFAM
94
Institutional & Family Asset Management
Colorado
$31.1K 3,000 – –
PTC
95
Private Trust Company
Ohio
$31.1K 3,000 – –
MIA
96
MeadowBrook Investment Advisors
Michigan
$27.4K 2,645 +2,645 New
GRP
97
Global Retirement Partners
California
$23.6K 2,288 -1,022 -31%
US Bancorp
98
US Bancorp
Minnesota
$11.4K 1,098 -227 -17%
BC
99
Bartlett & Co
Ohio
$11K 1,000 +1,000 New
BCWM
100
Bartlett & Co Wealth Management
Ohio
$10.7K 1,000 +1,000 New
1 2 3
4
5