Calamos Convertible Opportunities and Income Fund
126 hedge funds and large institutions have $185M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
27% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 33
11% more funds holding
Funds holding: 114 → 126 (+12)
7% more capital invested
Capital invested by funds: $173M → $185M (+$12.6M)
0.82% more ownership
Funds ownership: 20.15% → 20.97% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.45M |
| 2 |
CP
Creekside Partners
Petaluma,
California
|
+$767K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$642K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$618K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$600K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Lindbrook Capital
Calabasas,
California
|
-$1.09M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$824K |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$643K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$505K |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
-$214K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
126
Huntington National Bank
Columbus,
Ohio
| $12 | – | – | – |
|
127
Fidelity Investments
Boston,
Massachusetts
| $12 | +$12 | +1 | New |
|
|
EB
128
Eastern Bank
Boston,
Massachusetts
| $4 | – | – | – |
|
|
AAM
129
Advisors Asset Management
Monument,
Colorado
| – | -$505K | -43,407 | Closed |
|
|
CA
130
Calton & Associates
Tampa,
Florida
| – | -$214K | -18,359 | Closed |
|
|
KAS
131
Kestra Advisory Services
Austin,
Texas
| – | -$192K | -16,453 | Closed |
|
132
Citadel Advisors
Miami,
Florida
| – | -$119K | -10,255 | Closed |
|
|
GJWM
133
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$39.6K | -3,400 | Closed |
|
|
T
134
Tidemark
San Diego,
California
| – | -$14K | -1,200 | Closed |
|
|
FFA
135
Farther Finance Advisors
San Francisco,
California
| – | -$1.11K | -95 | Closed |
|
CHI Hedge Fund Activity: Q4 2024 in Review
126 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2024, worth a combined $185M — up 7.3% from $173M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CHI positions and 7 closed out — a net gain of 14 holders — while 42 added to existing stakes and 33 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.45M. The largest seller was Lindbrook Capital, cutting an estimated $1.09M.
- 126 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2024, up from 114 in Q3 2024.
- Funds reported $185M of Calamos Convertible Opportunities and Income Fund stock for Q4 2024, up 7.3% quarter-over-quarter.
- 21 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2024 and 7 closed out, a net change of +14 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.45M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2024 was Lindbrook Capital, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2024.