CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

83 hedge funds and large institutions have $130M invested in Calamos Convertible Opportunities and Income Fund in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$2.33M
2
Wells Fargo
2
Wells Fargo
California
$12M
3
MWM
3
Merriman Wealth Management
Washington
$1.08M
4
SFS
4
Shaker Financial Services
Virginia
$2.06M
5
WP
5
WealthPLAN Partners
Nebraska
$504K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.4M
2
NMC
2
Nine Masts Capital
Hong Kong
$0
3
UBS Group
3
UBS Group
Switzerland
$4.66M
4
DA
4
Doliver Advisors
Texas
$121K
5
MIG
5
Mariner Investment Group
New York
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$20.7M 2,108,502 -42,610 -2%
Morgan Stanley
2
Morgan Stanley
New York
$15.3M 1,554,190 -84,437 -5%
LPL Financial
3
LPL Financial
California
$13.4M 1,321,457 -983,256 -43%
Wells Fargo
4
Wells Fargo
California
$12M 1,219,490 +203,397 +20%
OA
5
Oxbow Advisors
Texas
$11M 1,123,367 -61,331 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.46M 657,633 -36,527 -5%
GC
7
Guggenheim Capital
Illinois
$5.1M 518,561 +8,599 +2%
UBS Group
8
UBS Group
Switzerland
$4.66M 473,505 -276,246 -37%
Bank of America
9
Bank of America
North Carolina
$4.05M 411,989 +10,752 +3%
COLIM
10
City of London Investment Management
United Kingdom
$3.16M 321,527 +41,138 +15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.9M 294,644 +300 +0.1%
AAM
12
Advisors Asset Management
Colorado
$2.33M 237,141 +237,141 New
CAN
13
Cetera Advisor Networks
California
$2.33M 236,522 +8,750 +4%
SFS
14
Shaker Financial Services
Virginia
$2.06M 209,959 +75,432 +56%
CTC
15
Central Trust Company
Missouri
$2.01M 204,581 -11,450 -5%
Invesco
16
Invesco
Georgia
$1.83M 186,011 -6,753 -4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.79M 182,353 +5,601 +3%
DADC
18
D.A. Davidson & Co
Montana
$1.7M 172,435 +11,997 +7%
CP
19
Camelot Portfolios
Ohio
$1.49M 151,709 +4,380 +3%
MIG
20
Mariner Investment Group
New York
$1.08M 109,600 -157,348 -59%
MWM
21
Merriman Wealth Management
Washington
$1.08M 109,541 +109,541 New
TYCC
22
Texas Yale Capital Corp
Florida
$980K 99,707 – –
FAAS
23
First Allied Advisory Services
California
$631K 64,181 -2,350 -4%
EGA
24
E&G Advisors
Texas
$624K 63,475 – –
PA
25
Pinnacle Associates
New York
$613K 62,350 +3,327 +6%
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