CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

122 hedge funds and large institutions have $184M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+11
Holders Change %
+9.91%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
40
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$4.09M
2
GC
2
Guggenheim Capital
Illinois
$9.09M
3
GC
3
Grange Capital
Oregon
$942K
4
TWPM
4
Total Wealth Planning & Management
Florida
$903K
5
CP
5
Creekside Partners
California
$2.95M

Top Sellers

1
LC
1
Lindbrook Capital
California
$2.29M
2
IAIM
2
International Assets Investment Management
Florida
$151K
3
SA
3
Sanctuary Advisors
Indiana
$428K
4
AAM
4
Advisors Asset Management
Colorado
$0
5
CA
5
Calton & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFG
101
Larson Financial Group
Missouri
$53.7K 4,501 – –
GRP
102
Global Retirement Partners
California
$52.3K 4,379 +10 +0.2%
US Bancorp
103
US Bancorp
Minnesota
$51.3K 4,300 – –
GWM
104
Geneos Wealth Management
Colorado
$50K 4,190 – –
WSFS
105
Wilmington Savings Fund Society
Delaware
$47.8K 4,000 – –
CFGS
106
Concourse Financial Group Securities
Alabama
$44.4K 3,876 – –
PTC
107
Private Trust Company
Ohio
$35.8K 3,000 – –
GWP
108
Gen-Wealth Partners
Michigan
$34.6K 2,894 -670 -19%
FGC
109
Financial Gravity Companies
Texas
$18.1K 1,520 +1,520 New
OP
110
ORG Partners
Indiana
$17.9K 1,500 +1,500 New
MCM
111
MAI Capital Management
Ohio
$15.8K 1,325 +1,325 New
TSMHT
112
Thurston Springer Miller Herd & Titak
Indiana
$11.9K 1,000 – –
ME
113
McIlrath & Eck
Washington
$9.68K 811 – –
HWA
114
HHM Wealth Advisors
Tennessee
$8.66K 725 – –
CIA
115
Cape Investment Advisory
Georgia
$4.8K 402 – –
TLCM
116
Twin Lakes Capital Management
California
$3.49K 292 +7 +2%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$2.89K 242 +242 New
KFI
118
Key Financial Inc
Pennsylvania
$1.06K 89 – –
CAM
119
Creekmur Asset Management
Illinois
$200 17 -5 -23%
NS
120
NBC Securities
Alabama
$52 4 -4,409 -100%
WAS
121
Winch Advisory Services
Wisconsin
$21 2 -303 -99%
HNB
122
Huntington National Bank
Ohio
– – – –
Fidelity Investments
123
Fidelity Investments
Massachusetts
$12 1 +1 New
EB
124
Eastern Bank
Massachusetts
– – – –
AAM
125
Advisors Asset Management
Colorado
– – -43,407 Closed
2 3 4
5
6