CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

113 hedge funds and large institutions have $141M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
113
Holders Change
+7
Holders Change %
+6.6%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
39
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.3M
2
Ameriprise
2
Ameriprise
Minnesota
$4.67M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$428K
4
OFG
4
OTA Financial Group
New York
$398K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.01M
2
GC
2
Guggenheim Capital
Illinois
$7.01M
3
Wells Fargo
3
Wells Fargo
California
$10.6M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$407K
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
101
Ameritas Advisory Services
Nebraska
$22.4K 2,129 +2,129 New
EWM
102
Endurance Wealth Management
Rhode Island
$16K 1,500 – –
IA
103
IFP Advisors
Florida
$13K 1,113 -9,918 -90%
WP
104
WealthPLAN Partners
Nebraska
$9.96K 947 +947 New
WIM
105
WealthPlan Investment Management
Nebraska
$8.59K 817 +817 New
HWA
106
HHM Wealth Advisors
Tennessee
$7.63K 725 – –
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$5.36K 509,339 +13,073 +3%
US Bancorp
108
US Bancorp
Minnesota
$3.42K 325 – –
TLCM
109
Twin Lakes Capital Management
California
$2.57K 245 +6 +3%
CIA
110
Cape Investment Advisory
Georgia
$2.1K 200 +200 New
IGWM
111
ICA Group Wealth Management
Colorado
$1.84K 175 – –
TWA
112
TCI Wealth Advisors
Arizona
$1.21K 115 +115 New
KFI
113
Key Financial Inc
Pennsylvania
$936 89 – –
HNB
114
Huntington National Bank
Ohio
– – – –
MCC
115
Money Concepts Capital
Florida
– – -63,200 Closed
UCFA
116
United Capital Financial Advisors
Texas
– – -19,913 Closed
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
– – -17,633 Closed
TA
118
Townsend & Associates
Colorado
– – -15,856 Closed
FFG
119
Ford Financial Group
California
– – -15,000 Closed
IAIM
120
International Assets Investment Management
Florida
– – -11,182 Closed
PSCM
121
Per Stirling Capital Management
Texas
– – -11,134 Closed
SC
122
SouthState Corp
Florida
– – -1,100 Closed
GEA
123
Glen Eagle Advisors
New Jersey
– – -963 Closed
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
– – -20 Closed
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