CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $160M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
39
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.7M
2
DADC
2
D.A. Davidson & Co
Montana
$9.56M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.55M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
AAM
2
Advisors Asset Management
Colorado
$2.23M
3
MSA
3
Marathon Strategic Advisors
Pennsylvania
$0
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$129K +$3.46K +304 +3%
GWM
77
Gray Wealth Management
Maine
$129K +$1.25K +110 +1%
Citadel Advisors
78
Citadel Advisors
Florida
$128K -$78.1K -6,877 -38%
CDH
79
Charles D. Hyman
$125K – – –
NL
80
NWAM LLC
Washington
$119K +$3.38K +300 +3%
BC
81
Barrett & Company
Rhode Island
$116K – – –
BHPW
82
Beverly Hills Private Wealth
California
$114K +$114K +10,056 New
MMG
83
Monetary Management Group
Missouri
$114K +$114K +10,000 New
NS
84
NBC Securities
Alabama
$112K – – –
GWP
85
Gen-Wealth Partners
Michigan
$79.9K +$79.9K +7,040 New
Comerica Bank
86
Comerica Bank
Texas
$71.4K – – –
AF
87
Allworth Financial
California
$60.2K – – –
GWM
88
Geneos Wealth Management
Colorado
$49.7K -$8.63K -760 -15%
GRP
89
Global Retirement Partners
California
$49.1K +$23.1K +2,037 +89%
CAL
90
Capital Analysts LLC
Pennsylvania
$45K – – –
CFGS
91
Concourse Financial Group Securities
Alabama
$44K +$8.41K +741 +24%
CAM
92
Creekmur Asset Management
Illinois
$43.8K -$102K -8,998 -70%
OP
93
ORG Partners
Indiana
$42.9K +$42.9K +3,841 New
GJWM
94
Gilliland Jeter Wealth Management
Arkansas
$38.6K +$38.6K +3,400 New
IFAM
95
Institutional & Family Asset Management
Colorado
$34.1K – – –
PTC
96
Private Trust Company
Ohio
$34.1K – – –
HCM
97
Highlander Capital Management
New Jersey
$11.7K – – –
MIA
98
MeadowBrook Investment Advisors
Michigan
$10.4K -$19.6K -1,725 -65%
HWA
99
HHM Wealth Advisors
Tennessee
$8.23K – – –
CIA
100
Cape Investment Advisory
Georgia
$4.56K +$2.29K +202 +101%
1 2 3
4
5