CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

109 hedge funds and large institutions have $162M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
34
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.1M
2
MSA
2
Marathon Strategic Advisors
Pennsylvania
$1.88M
3
Wells Fargo
3
Wells Fargo
California
$14.7M
4
LCM
4
Landscape Capital Management
New Jersey
$1.18M
5
DADC
5
D.A. Davidson & Co
Montana
$7.57M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$3.79M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
RCA
3
Reitz Capital Advisors
Michigan
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
LPL Financial
5
LPL Financial
California
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
101
Highlander Capital Management
New Jersey
$10.6K 1,027 – –
HWA
102
HHM Wealth Advisors
Tennessee
$7.51K 725 – –
ASN
103
Advisory Services Network
Georgia
$6.88K 664 -18,626 -97%
NFA
104
Northwest Financial Advisors
Virginia
$4.18K 403 +403 New
IA
105
IFP Advisors
Florida
$4.15K 401 -499 -55%
TLCM
106
Twin Lakes Capital Management
California
$2.74K 265 +7 +3%
CIA
107
Cape Investment Advisory
Georgia
$2.07K 200 – –
IGWM
108
ICA Group Wealth Management
Colorado
$1.81K 175 +175 New
KFI
109
Key Financial Inc
Pennsylvania
$922 89 – –
HNB
110
Huntington National Bank
Ohio
– – – –
SPC
111
Sigma Planning Corp
Michigan
– – -74,878 Closed
RCA
112
Reitz Capital Advisors
Michigan
– – -72,869 Closed
CAM
113
Cresset Asset Management
Illinois
– – -70,998 Closed
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
– – -40,494 Closed
RW
115
RVW Wealth
California
– – -21,600 Closed
AWM
116
Axxcess Wealth Management
California
– – -20,000 Closed
MW
117
Marcum Wealth
Ohio
– – -18,946 Closed
B
118
Bellecapital
Switzerland
– – -18,591 Closed
KPWS
119
Kestra Private Wealth Services
Texas
– – -16,665 Closed
OP
120
ORG Partners
Indiana
– – -3,516 Closed
GWS
121
Glassman Wealth Services
Virginia
– – -3,260 Closed
Fidelity Investments
122
Fidelity Investments
Massachusetts
– – -1 Closed
1 2 3 4
5