Calamos Convertible Opportunities and Income Fund
108 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.
30% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 30
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding
Funds holding: 108 → 108 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.22% less ownership
Funds ownership: 19.32% → 19.11% (-0.22%)
5% less capital invested
Capital invested by funds: $157M → $149M (-$8.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.81M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$1.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.01M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$549K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$487K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
-$2.54M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$2.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$917K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$706K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$570K |
CHI Hedge Fund Activity: Q3 2023 in Review
108 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q3 2023, worth a combined $149M — down 5.4% from $157M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CHI positions and 12 closed out — a net gain of 1 holder — while 39 added to existing stakes and 30 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.81M. The largest seller was Reitz Capital Advisors, cutting an estimated $2.54M.
- 108 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $149M of Calamos Convertible Opportunities and Income Fund stock for Q3 2023, down 5.4% quarter-over-quarter.
- 13 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q3 2023 and 12 closed out, a net change of +1 holder.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q3 2023 was Wells Fargo, an estimated $1.81M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q3 2023 was Reitz Capital Advisors, an estimated $2.54M sold.
Based on aggregated 13F filings for Q3 2023.