CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $160M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
39
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.7M
2
DADC
2
D.A. Davidson & Co
Montana
$9.56M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.55M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
AAM
2
Advisors Asset Management
Colorado
$2.23M
3
MSA
3
Marathon Strategic Advisors
Pennsylvania
$0
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TLCM
101
Twin Lakes Capital Management
California
$3.08K 272 +7 +3%
GEA
102
Glen Eagle Advisors
New Jersey
$3.01K 265 +265 New
IGWM
103
ICA Group Wealth Management
Colorado
$1.99K 175 – –
US Bancorp
104
US Bancorp
Minnesota
$1.11K 98 -1,000 -91%
KFI
105
Key Financial Inc
Pennsylvania
$1.01K 89 – –
TRCT
106
Tower Research Capital (TRC)
New York
$783 69 +69 New
HNB
107
Huntington National Bank
Ohio
– – – –
MSA
108
Marathon Strategic Advisors
Pennsylvania
– – -181,414 Closed
GBWM
109
Granite Bay Wealth Management
New Hampshire
– – -128,205 Closed
LCM
110
Landscape Capital Management
New Jersey
– – -113,567 Closed
Truist Financial
111
Truist Financial
North Carolina
– – -98,433 Closed
WAM
112
Wolverine Asset Management
Illinois
– – -40,329 Closed
EC
113
Elequin Capital
New York
– – -17,553 Closed
Invesco
114
Invesco
Georgia
– – -14,856 Closed
AWM
115
AE Wealth Management
Kansas
– – -14,217 Closed
KA
116
Kovack Advisors
Florida
– – -10,380 Closed
CIA
117
Capital Investment Advisors
Georgia
– – -10,090 Closed
BCWM
118
Bartlett & Co Wealth Management
Ohio
– – -1,000 Closed
ASN
119
Advisory Services Network
Georgia
– – -664 Closed
NFA
120
Northwest Financial Advisors
Virginia
– – -403 Closed
IA
121
IFP Advisors
Florida
– – -401 Closed
GWS
122
Glassman Wealth Services
Virginia
– – – –
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5