Calamos Convertible Opportunities and Income Fund
109 hedge funds and large institutions have $203M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
3% more funds holding
Funds holding: 106 → 109 (+3)
1% more capital invested
Capital invested by funds: $200M → $203M (+$2.9M)
0.12% more ownership
Funds ownership: 18.79% → 18.9% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$3.23M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.37M |
| 3 |
Morgan Stanley
New York
|
+$1.02M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$885K |
| 5 |
LPL Financial
San Diego,
California
|
+$799K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.84M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.68M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$949K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$503K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$499K |
CHI Hedge Fund Activity: Q4 2021 in Review
109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2021, worth a combined $203M — up 1.4% from $200M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CHI positions and 10 closed out — a net gain of 5 holders — while 35 added to existing stakes and 31 trimmed.
The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $3.23M. The largest seller was UBS Group, cutting an estimated $2.84M.
- 109 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2021, up from 106 in Q3 2021.
- Funds reported $203M of Calamos Convertible Opportunities and Income Fund stock for Q4 2021, up 1.4% quarter-over-quarter.
- 15 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2021 and 10 closed out, a net change of +5 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2021 was Apollon Wealth Management, an estimated $3.23M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2021 was UBS Group, an estimated $2.84M sold.
Based on aggregated 13F filings for Q4 2021.