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CHI

Calamos Convertible Opportunities and Income Fund

109 hedge funds and large institutions have $161M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

1% less capital invested

Capital invested by funds: $162M → $161M (-$1.08M)

1.97% less ownership

Funds ownership: 21.15%19.18% (-2%)

3% less funds holding

Funds holding: 112109 (-3)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
40
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
76
Alpha Cubed Investments
California
$140K
PVM
77
Palogic Value Management
Texas
$136K
MML Investors Services
78
MML Investors Services
Massachusetts
$129K +$3.31K +304 +3%
GWM
79
Gray Wealth Management
Maine
$129K +$1.2K +110 +1%
Citadel Advisors
80
Citadel Advisors
Florida
$128K -$74.9K -6,877 -38%
CDH
81
Charles D. Hyman
$125K
NL
82
NWAM LLC
Washington
$119K +$3.27K +300 +3%
BC
83
Barrett & Company
Rhode Island
$116K
BHPW
84
Beverly Hills Private Wealth
California
$114K +$109K +10,056 New
MMG
85
Monetary Management Group
Missouri
$114K +$109K +10,000 New
NS
86
NBC Securities
Alabama
$112K
GWP
87
Gen-Wealth Partners
Michigan
$79.9K +$76.7K +7,040 New
Comerica Bank
88
Comerica Bank
Texas
$71.4K
AF
89
Allworth Financial
California
$60.2K
GWM
90
Geneos Wealth Management
Colorado
$49.7K -$8.28K -760 -15%
GRP
91
Global Retirement Partners
California
$49.1K +$22.2K +2,037 +89%
CAL
92
Capital Analysts LLC
Pennsylvania
$45K
CFGS
93
Concourse Financial Group Securities
Alabama
$44K +$8.07K +741 +24%
CAM
94
Creekmur Asset Management
Illinois
$43.8K -$98K -8,998 -70%
OP
95
ORG Partners
Indiana
$42.9K +$41.8K +3,841 New
GJWM
96
Gilliland Jeter Wealth Management
Arkansas
$38.6K +$37K +3,400 New
IFAM
97
Institutional & Family Asset Management
Colorado
$34K
PTC
98
Private Trust Company
Ohio
$34K
CT
99
Caldwell Trust
Florida
$17.4K
HCM
100
Highlander Capital Management
New Jersey
$11.7K

CHI Hedge Fund Activity: Q1 2024 in Review

109 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q1 2024, worth a combined $161M — down 0.66% from $162M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CHI and 12 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 40 added.

The largest buyer was Wells Fargo, adding an estimated $1.58M. The largest seller was Morgan Stanley, cutting an estimated $16.1M.

  • 109 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q1 2024, down from 112 in Q4 2023.
  • Funds reported $161M of Calamos Convertible Opportunities and Income Fund stock for Q1 2024, down 0.66% quarter-over-quarter.
  • 12 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q1 2024 and 14 closed out, a net change of -2 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q1 2024 was Wells Fargo, an estimated $1.58M added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2024.