CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

113 hedge funds and large institutions have $174M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
42
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.15M
2
MCC
2
Money Concepts Capital
Florida
$689K
3
AWS
3
Atria Wealth Solutions
New York
$544K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.69M
5
AAM
5
Advisors Asset Management
Colorado
$14.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
Stifel Financial
3
Stifel Financial
Missouri
$280K
4
Wells Fargo
4
Wells Fargo
California
$15.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
101
Ahrens Investment Partners
Louisiana
$27K 2,050 -1,368 -40%
EWM
102
Endurance Wealth Management
Rhode Island
$20K 1,500 -1,000 -40%
RCM
103
Raleigh Capital Management
North Carolina
$16K 1,189 +1,189 New
GEA
104
Glen Eagle Advisors
New Jersey
$12.7K 963 – –
GRP
105
Global Retirement Partners
California
$10K 869 +869 New
FF
106
FourThought Financial
Florida
$9K 660 – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$7K 500 – –
AA
108
Addison Advisors
Vermont
$6K 444 – –
PA
109
Parallel Advisors
California
$6K 449 – –
TLCM
110
Twin Lakes Capital Management
California
$3K 221 +4 +2%
KFI
111
Key Financial Inc
Pennsylvania
$1K 89 – –
TRCT
112
Tower Research Capital (TRC)
New York
$1K 100 +100 New
AWM
113
Axxcess Wealth Management
California
– – -22,044 Closed
KOMWMG
114
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– – -13,148 Closed
Neuberger Berman Group
115
Neuberger Berman Group
New York
– – -13,000 Closed
CA
116
CoreCap Advisors
Michigan
– – -10,157 Closed
CFGS
117
Concourse Financial Group Securities
Alabama
– – -6,229 Closed
US Bancorp
118
US Bancorp
Minnesota
– – -1,379 Closed
Fidelity Investments
119
Fidelity Investments
Massachusetts
$0 1 -1 -50%
KFA
120
Krane Funds Advisors
New York
– – -1 Closed
MAM
121
Meeder Asset Management
Ohio
$0 18 – –
1 2 3 4
5