Calamos Convertible Opportunities and Income Fund
91 hedge funds and large institutions have $138M invested in Calamos Convertible Opportunities and Income Fund in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
26% more capital invested
Capital invested by funds: $109M → $138M (+$28.9M)
7% more funds holding
Funds holding: 85 → 91 (+6)
4.29% more ownership
Funds ownership: 16.41% → 20.69% (+4.3%)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
+$12.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.6M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$10.3M |
| 4 |
Morgan Stanley
New York
|
+$4.09M |
| 5 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$3.09M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.02M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.35M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$665K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$620K |
CHI Hedge Fund Activity: Q4 2015 in Review
91 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2015, worth a combined $138M — up 26% from $109M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CHI positions and 9 closed out — a net gain of 7 holders — while 27 added to existing stakes and 31 trimmed.
The largest buyer was Oxbow Advisors, adding an estimated $12.7M. The largest seller was Doliver Advisors, exiting entirely with an estimated $3.09M sold.
- 91 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2015, up from 85 in Q3 2015.
- Funds reported $138M of Calamos Convertible Opportunities and Income Fund stock for Q4 2015, up 26% quarter-over-quarter.
- 16 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2015 and 9 closed out, a net change of +7 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2015 was Oxbow Advisors, an estimated $12.7M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2015 was Doliver Advisors, an estimated $3.09M sold.
Based on aggregated 13F filings for Q4 2015.