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CHI

Calamos Convertible Opportunities and Income Fund
CHI

112 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 18 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

9% more capital invested

Capital invested by funds: $149M → $162M (+$13.1M)

4% more funds holding

Funds holding: 108 → 112 (+4)

2.05% more ownership

Funds ownership: 19.11% → 21.15% (+2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
34
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.5M
2
Wells Fargo
Wells Fargo
California
+$1.75M
3
LCM
Landscape Capital Management
New Jersey
+$1.17M
4
DADC
D.A. Davidson & Co
Montana
+$795K
5
GC
Guggenheim Capital
Illinois
+$579K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2M
2
SPC
Sigma Planning Corp
Michigan
-$789K
3
RCA
Reitz Capital Advisors
Michigan
-$768K
4
CAM
Cresset Asset Management
Illinois
-$748K
5
LPL Financial
LPL Financial
California
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
AE Wealth Management
Kansas
$150K +$146K +14,217 New
MWM
77
Melfa Wealth Management
Massachusetts
$144K +$752 +73 +0.5%
CAM
78
Creekmur Asset Management
Illinois
$133K +$132K +12,855 New
Mariner
79
Mariner
Kansas
$132K +$131K +12,716 New
ACI
80
Alpha Cubed Investments
California
$127K +$127K +12,300 New
PVM
81
Palogic Value Management
Texas
$124K – – –
KAS
82
Kestra Advisory Services
Texas
$118K -$2.44K -237 -2%
GWM
83
Gray Wealth Management
Maine
$116K +$1.15K +112 +1%
CDH
84
Charles D. Hyman
$114K – – –
MML Investors Services
85
MML Investors Services
Massachusetts
$114K +$1.55K +151 +1%
KA
86
Kovack Advisors
Florida
$108K +$107K +10,380 New
NL
87
NWAM LLC
Washington
$107K +$106K +10,283 New
BC
88
Barrett & Company
Rhode Island
$106K – – –
CIA
89
Capital Investment Advisors
Georgia
$105K – – –
NS
90
NBC Securities
Alabama
$93K – – –
Comerica Bank
91
Comerica Bank
Texas
$65.2K – – –
AF
92
Allworth Financial
California
$54.9K -$3.09K -300 -5%
GWM
93
Geneos Wealth Management
Colorado
$53.3K – – –
CAL
94
Capital Analysts LLC
Pennsylvania
$41K – – –
CFGS
95
Concourse Financial Group Securities
Alabama
$32.8K – – –
IFAM
96
Institutional & Family Asset Management
Colorado
$31.1K – – –
PTC
97
Private Trust Company
Ohio
$31.1K – – –
MIA
98
MeadowBrook Investment Advisors
Michigan
$27.4K +$27.2K +2,645 New
GRP
99
Global Retirement Partners
California
$23.6K -$10.5K -1,022 -31%
CT
100
Caldwell Trust
Florida
$15.9K – – –
1 2 3
4
5

CHI Hedge Fund Activity: Q4 2023 in Review

112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2023, worth a combined $162M — up 8.8% from $149M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CHI positions and 12 closed out — a net gain of 6 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Advisors Asset Management, cutting an estimated $2M.

  • 112 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2023, up from 108 in Q3 2023.
  • Funds reported $162M of Calamos Convertible Opportunities and Income Fund stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 18 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2023 and 12 closed out, a net change of +6 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $13.5M added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2023 was Advisors Asset Management, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2023.