CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

122 hedge funds and large institutions have $184M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+11
Holders Change %
+9.91%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
40
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$4.09M
2
GC
2
Guggenheim Capital
Illinois
$9.09M
3
GC
3
Grange Capital
Oregon
$942K
4
TWPM
4
Total Wealth Planning & Management
Florida
$903K
5
CP
5
Creekside Partners
California
$2.95M

Top Sellers

1
LC
1
Lindbrook Capital
California
$2.29M
2
IAIM
2
International Assets Investment Management
Florida
$151K
3
SA
3
Sanctuary Advisors
Indiana
$428K
4
AAM
4
Advisors Asset Management
Colorado
$0
5
CA
5
Calton & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Pinnacle Associates
New York
$180K 15,040 -2,092 -12%
CA
77
CoreCap Advisors
Michigan
$178K 14,900 +33 +0.2%
MWM
78
Mission Wealth Management
California
$169K 14,135 -4,150 -23%
MWM
79
Melfa Wealth Management
Massachusetts
$166K 13,907 -86 -0.6%
OL
80
one8zero8 LLC
North Carolina
$163K 13,650 +13,650 New
SLWA
81
San Luis Wealth Advisors
California
$162K 13,555 +212 +2%
KPWS
82
Kestra Private Wealth Services
Texas
$156K 13,091 +904 +7%
IAIM
83
International Assets Investment Management
Florida
$151K 12,827 -69,433 -84%
KA
84
Kovack Advisors
Florida
$148K 12,392 +1,555 +14%
BPA
85
Beacon Pointe Advisors
California
$148K 12,376 -279 -2%
ACI
86
Alpha Cubed Investments
California
$147K 12,300 – –
CA
87
Cornerstone Advisors
North Carolina
$147K 12,300 – –
PVM
88
Palogic Value Management
Texas
$143K 12,000 – –
MWM
89
Modern Wealth Management
Kansas
$142K 11,915 +11,915 New
BHPW
90
Beverly Hills Private Wealth
California
$129K 10,820 +254 +2%
PIA
91
Perennial Investment Advisors
California
$129K 10,800 – –
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$127K 10,659 +10,659 New
CA
93
Clearstead Advisors
Ohio
$123K 10,313 +255 +3%
HHGA
94
Halbert Hargrove Global Advisors
California
$113K 9,450 +9,450 New
BC
95
Barrett & Company
Rhode Island
$107K 9,000 – –
MMG
96
Monetary Management Group
Missouri
$89.6K 7,500 -7,500 -50%
AG
97
AmeriFlex Group
Nevada
$78.3K 6,887 +6,887 New
Comerica Bank
98
Comerica Bank
Texas
$75.1K 6,290 – –
UBP
99
Union Bancaire Privee
Switzerland
$68K 5,600 +5,600 New
AF
100
Allworth Financial
California
$60.7K 5,300 – –
2 3
4
5 6