CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $149M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
106
Holders Change
–
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
39
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.1M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.84M
5
AAS
5
Avantax Advisory Services
Texas
$2.85M

Top Sellers

1
RCA
1
Reitz Capital Advisors
Michigan
$768K
2
EWA
2
EP Wealth Advisors
California
$163K
3
Bank of America
3
Bank of America
North Carolina
$9.51M
4
MA
4
Mutual Advisors
Nebraska
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
101
HHM Wealth Advisors
Tennessee
$7.64K 725 – –
TLCM
102
Twin Lakes Capital Management
California
$2.72K 258 +7 +3%
CIA
103
Cape Investment Advisory
Georgia
$2.11K 200 – –
SFG
104
Steward Financial Group
Texas
$1K 100 +100 New
KFI
105
Key Financial Inc
Pennsylvania
$938 89 – –
HNB
106
Huntington National Bank
Ohio
– – – –
Fidelity Investments
107
Fidelity Investments
Massachusetts
$11 1 +1 New
MA
108
Mutual Advisors
Nebraska
– – -62,997 Closed
BRWA
109
B. Riley Wealth Advisors
Florida
– – -50,892 Closed
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
– – -23,039 Closed
SBIA
111
Sheaff Brock Investment Advisors
Indiana
– – -18,526 Closed
IWM
112
IHT Wealth Management
Illinois
– – -13,647 Closed
SFG
113
Sovereign Financial Group
Connecticut
– – -13,630 Closed
SLWA
114
San Luis Wealth Advisors
California
– – -13,235 Closed
CW
115
Channel Wealth
California
– – -11,892 Closed
SS
116
Sunbelt Securities
Texas
– – -4,000 Closed
AA
117
Addison Advisors
Vermont
– – -1,033 Closed
WP
118
WealthPLAN Partners
Nebraska
– – -497 Closed
IGWM
119
ICA Group Wealth Management
Colorado
– – -175 Closed
1 2 3 4
5