Calamos Convertible Opportunities and Income Fund
108 hedge funds and large institutions have $146M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
12% more capital invested
Capital invested by funds: $130M → $146M (+$15.8M)
4% more funds holding
Funds holding: 104 → 108 (+4)
6% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 32
0.21% more ownership
Funds ownership: 18.53% → 18.74% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Lindbrook Capital
Calabasas,
California
|
+$4M |
| 2 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
+$984K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$762K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$682K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$667K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.14M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$661K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$643K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$634K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$458K |
CHI Hedge Fund Activity: Q4 2022 in Review
108 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2022, worth a combined $146M — up 12% from $130M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CHI positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 32 trimmed.
The largest buyer was Lindbrook Capital, adding an estimated $4M. The largest seller was Advisors Asset Management, cutting an estimated $2.14M.
- 108 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2022, up from 104 in Q3 2022.
- Funds reported $146M of Calamos Convertible Opportunities and Income Fund stock for Q4 2022, up 12% quarter-over-quarter.
- 15 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2022 and 8 closed out, a net change of +7 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2022 was Lindbrook Capital, an estimated $4M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2022 was Advisors Asset Management, an estimated $2.14M sold.
Based on aggregated 13F filings for Q4 2022.