Calamos Convertible Opportunities and Income Fund
89 hedge funds and large institutions have $100M invested in Calamos Convertible Opportunities and Income Fund in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 12 closing their positions.
84% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 19
0% more funds holding
Funds holding: 89 → 89 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
4.48% less ownership
Funds ownership: 17.35% → 12.87% (-4.5%)
26% less capital invested
Capital invested by funds: $136M → $100M (-$36M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.2M |
| 3 |
Millennium Management
New York
|
+$1.05M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$584K |
| 5 |
LPL Financial
San Diego,
California
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$21.9M |
| 2 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
-$9.51M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.28M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.23M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$957K |
CHI Hedge Fund Activity: Q1 2018 in Review
89 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q1 2018, worth a combined $100M — down 26% from $136M a quarter earlier.
Fund positioning in CHI was balanced in Q1 2018: 12 funds opened new positions, 12 closed out, 35 added to existing stakes and 19 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $1.3M. The largest seller was UBS Group, cutting an estimated $21.9M.
- 89 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $100M of Calamos Convertible Opportunities and Income Fund stock for Q1 2018, down 26% quarter-over-quarter.
- 12 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q1 2018 and 12 closed out, a net change of 0 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q1 2018 was Baird Financial Group, an estimated $1.3M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q1 2018 was UBS Group, an estimated $21.9M sold.
Based on aggregated 13F filings for Q1 2018.