CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $201M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
41
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.9M
2
UBS Group
2
UBS Group
Switzerland
$18.7M
3
KIM
3
Karpus Investment Management
New York
$2.68M
4
HI
4
Harbour Investments
Wisconsin
$2.54M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$7.96M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
GC
5
Guggenheim Capital
Illinois
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$4K 300 +300 New
GRP
102
Global Retirement Partners
California
$3K 178 – –
TLCM
103
Twin Lakes Capital Management
California
$3K 205 +205 New
KFI
104
Key Financial Inc
Pennsylvania
$1K 89 – –
SIS
105
Sound Income Strategies
Florida
$611 43 +43 New
RCM
106
Rivernorth Capital Management
Florida
– – -690,328 Closed
WAM
107
Wolverine Asset Management
Illinois
– – -240,397 Closed
LCM
108
Landscape Capital Management
New Jersey
– – -183,115 Closed
PPA
109
Parametric Portfolio Associates
Washington
– – -39,407 Closed
LNWWM
110
Laird Norton Wetherby Wealth Management
California
– – -23,000 Closed
NL
111
NWAM LLC
Washington
– – -21,155 Closed
KM
112
Kalos Management
Georgia
– – -20,865 Closed
CRC
113
Curi RMB Capital
Illinois
– – -18,538 Closed
APW
114
Aurora Private Wealth
New Jersey
– – -17,575 Closed
Millennium Management
115
Millennium Management
New York
– – -13,700 Closed
Bessemer Group
116
Bessemer Group
New Jersey
– – -8,261 Closed
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
– – -4,000 Closed
HGWM
118
Harvest Group Wealth Management
Massachusetts
– – -1,389 Closed
CFFP
119
Center for Financial Planning
Michigan
– – -400 Closed
FCH
120
Freestone Capital Holdings
Washington
– – -73 Closed
MAM
121
Meeder Asset Management
Ohio
$0 18 – –
1 2 3 4
5