CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

107 hedge funds and large institutions have $176M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$25.5M
2
MSA
2
Marathon Strategic Advisors
Pennsylvania
$2.19M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.72M
4
Bank of America
4
Bank of America
North Carolina
$14M
5
CP
5
Creekside Partners
California
$1.44M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.51M
2
LC
2
Lindbrook Capital
California
$3.18M
3
AAM
3
Advisors Asset Management
Colorado
$1.33M
4
BPA
4
Beacon Pointe Advisors
California
$145K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ACI
76
Alpha Cubed Investments
California
$143K 12,300 – –
KPWS
77
Kestra Private Wealth Services
Texas
$142K 12,203 +12,203 New
PVM
78
Palogic Value Management
Texas
$140K 12,000 – –
MML Investors Services
79
MML Investors Services
Massachusetts
$136K 11,648 +303 +3%
CDH
80
Charles D. Hyman
$129K 11,050 – –
PIA
81
Perennial Investment Advisors
California
$126K 10,800 -4,241 -28%
KA
82
Kovack Advisors
Florida
$123K 10,607 +10,607 New
BHPW
83
Beverly Hills Private Wealth
California
$120K 10,311 +255 +3%
CA
84
Clearstead Advisors
Ohio
$117K 10,058 +10,058 New
NS
85
NBC Securities
Alabama
$105K 9,043 – –
BC
86
Barrett & Company
Rhode Island
$105K 9,000 -1,250 -12%
GWP
87
Gen-Wealth Partners
Michigan
$81.9K 7,040 – –
Comerica Bank
88
Comerica Bank
Texas
$73.2K 6,290 – –
AF
89
Allworth Financial
California
$62.1K 5,300 – –
GRP
90
Global Retirement Partners
California
$50.7K 4,360 +35 +0.8%
GWM
91
Geneos Wealth Management
Colorado
$48.8K 4,190 -190 -4%
CFGS
92
Concourse Financial Group Securities
Alabama
$45.1K 3,876 – –
OP
93
ORG Partners
Indiana
$44.8K 3,841 – –
GJWM
94
Gilliland Jeter Wealth Management
Arkansas
$39.6K 3,400 – –
PTC
95
Private Trust Company
Ohio
$34.9K 3,000 – –
IFAM
96
Institutional & Family Asset Management
Colorado
$34.9K 3,000 – –
CAM
97
Creekmur Asset Management
Illinois
$10.6K 907 -2,950 -76%
ME
98
McIlrath & Eck
Washington
$9.44K 811 +811 New
HWA
99
HHM Wealth Advisors
Tennessee
$8.44K 725 – –
MIA
100
MeadowBrook Investment Advisors
Michigan
$5.35K 460 -460 -50%
1 2 3
4
5