CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

111 hedge funds and large institutions have $172M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
41
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EAM
1
Everstar Asset Management
North Carolina
$1.65M
2
Bank of America
2
Bank of America
North Carolina
$15.3M
3
Wells Fargo
3
Wells Fargo
California
$20.1M
4
CP
4
Creekside Partners
California
$2.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.6M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$21.9M
3
AAM
3
Advisors Asset Management
Colorado
$505K
4
GC
4
Guggenheim Capital
Illinois
$7.45M
5
LPL Financial
5
LPL Financial
California
$6.06M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$161K 13,853 +2,205 +19%
SLWA
77
San Luis Wealth Advisors
California
$155K 13,343 +108 +0.8%
BPA
78
Beacon Pointe Advisors
California
$147K 12,655 +223 +2%
ACI
79
Alpha Cubed Investments
California
$143K 12,300 – –
CA
80
Cornerstone Advisors
North Carolina
$143K 12,300 +12,300 New
KPWS
81
Kestra Private Wealth Services
Texas
$142K 12,187 -16 -0.1%
PVM
82
Palogic Value Management
Texas
$140K 12,000 – –
KA
83
Kovack Advisors
Florida
$126K 10,837 +230 +2%
PIA
84
Perennial Investment Advisors
California
$126K 10,800 – –
BHPW
85
Beverly Hills Private Wealth
California
$123K 10,566 +255 +2%
Citadel Advisors
86
Citadel Advisors
Florida
$119K 10,255 +10,255 New
CA
87
Clearstead Advisors
Ohio
$117K 10,058 – –
BC
88
Barrett & Company
Rhode Island
$105K 9,000 – –
Comerica Bank
89
Comerica Bank
Texas
$73.2K 6,290 – –
AF
90
Allworth Financial
California
$61.7K 5,300 – –
LFG
91
Larson Financial Group
Missouri
$52.4K 4,501 +4,462 +11,441%
NS
92
NBC Securities
Alabama
$51K 4,413 -4,630 -51%
GRP
93
Global Retirement Partners
California
$50.9K 4,369 +9 +0.2%
US Bancorp
94
US Bancorp
Minnesota
$50.1K 4,300 +4,095 +1,998%
GWM
95
Geneos Wealth Management
Colorado
$48.8K 4,190 – –
WSFS
96
Wilmington Savings Fund Society
Delaware
$46.6K 4,000 +4,000 New
CFGS
97
Concourse Financial Group Securities
Alabama
$45.1K 3,876 – –
GWP
98
Gen-Wealth Partners
Michigan
$41.4K 3,564 -3,476 -49%
GJWM
99
Gilliland Jeter Wealth Management
Arkansas
$39.6K 3,400 – –
PTC
100
Private Trust Company
Ohio
$34.9K 3,000 – –
1 2 3
4
5