CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $157M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
41
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.5M
2
CAM
2
Cresset Asset Management
Illinois
$932K
3
Truist Financial
3
Truist Financial
North Carolina
$1.06M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
DADC
5
D.A. Davidson & Co
Montana
$7.24M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$6.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
OFG
3
OTA Financial Group
New York
$0
4
CG
4
Colony Group
Massachusetts
$0
5
AWM
5
Axxcess Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
101
HHM Wealth Advisors
Tennessee
$8.12K 725 – –
WP
102
WealthPLAN Partners
Nebraska
$5.57K 497 -450 -48%
TLCM
103
Twin Lakes Capital Management
California
$2.81K 251 +6 +2%
CIA
104
Cape Investment Advisory
Georgia
$2.24K 200 – –
IGWM
105
ICA Group Wealth Management
Colorado
$1.96K 175 – –
KFI
106
Key Financial Inc
Pennsylvania
$997 89 – –
HNB
107
Huntington National Bank
Ohio
– – – –
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
– – -40,707 Closed
OFG
109
OTA Financial Group
New York
– – -37,853 Closed
CG
110
Colony Group
Massachusetts
– – -37,026 Closed
AWM
111
Axxcess Wealth Management
California
– – -25,238 Closed
SA
112
SAM Advisors
California
– – -17,214 Closed
JF
113
Jump Financial
Illinois
– – -11,855 Closed
CIA
114
Capital Investment Advisors
Georgia
– – -11,590 Closed
CA
115
Calton & Associates
Florida
– – -11,530 Closed
Fidelity Investments
116
Fidelity Investments
Massachusetts
– – -6,624 Closed
EC
117
Elequin Capital
New York
– – -4,732 Closed
BAM
118
Belpointe Asset Management
Nevada
– – -3,500 Closed
AAS
119
Ameritas Advisory Services
Nebraska
– – -2,129 Closed
WIM
120
WealthPlan Investment Management
Nebraska
– – -817 Closed
TWA
121
TCI Wealth Advisors
Arizona
– – -115 Closed
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