CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 hedge funds and large institutions have $113M invested in Calamos Convertible Opportunities and Income Fund in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$4.74M
2
Bank of America
2
Bank of America
North Carolina
$5.07M
3
LPL Financial
3
LPL Financial
California
$14.2M
4
NMC
4
Nine Masts Capital
Hong Kong
$362K
5
CTC
5
Central Trust Company
Missouri
$2.42M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.01M
2
COLIM
2
City of London Investment Management
United Kingdom
$275K
3
SFS
3
Shaker Financial Services
Virginia
$658K
4
MIG
4
Mariner Investment Group
New York
$0
5
OA
5
Oxbow Advisors
Texas
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.3M 1,575,330 +21,140 +1%
LPL Financial
2
LPL Financial
California
$14.2M 1,366,949 +45,492 +3%
Wells Fargo
3
Wells Fargo
California
$12M 1,161,218 -58,272 -5%
OA
4
Oxbow Advisors
Texas
$10.6M 1,027,194 -96,173 -9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.55M 633,542 -24,091 -4%
GC
6
Guggenheim Capital
Illinois
$5.64M 545,495 +26,934 +5%
Bank of America
7
Bank of America
North Carolina
$5.07M 490,956 +78,967 +19%
UBS Group
8
UBS Group
Switzerland
$4.98M 481,817 +8,312 +2%
CAN
9
Cetera Advisor Networks
California
$4.74M 459,200 +222,678 +94%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.08M 298,220 +3,576 +1%
AAM
11
Advisors Asset Management
Colorado
$2.73M 264,053 +26,912 +11%
CTC
12
Central Trust Company
Missouri
$2.42M 234,296 +29,715 +15%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.96M 189,494 +7,141 +4%
DADC
14
D.A. Davidson & Co
Montana
$1.93M 186,991 +14,556 +8%
Invesco
15
Invesco
Georgia
$1.84M 178,510 -7,501 -4%
CP
16
Camelot Portfolios
Ohio
$1.61M 155,362 +3,653 +2%
MWM
17
Merriman Wealth Management
Washington
$1.08M 104,217 -5,324 -5%
RCM
18
Rivernorth Capital Management
Florida
$1.01M 97,884 -2,010,618 -95%
TYCC
19
Texas Yale Capital Corp
Florida
$916K 88,657 -11,050 -11%
FAAS
20
First Allied Advisory Services
California
$800K 77,417 +13,236 +21%
SFS
21
Shaker Financial Services
Virginia
$658K 63,666 -146,293 -70%
WP
22
WealthPLAN Partners
Nebraska
$657K 63,320 -27,848 -31%
EGA
23
E&G Advisors
Texas
$656K 63,475 – –
PA
24
Pinnacle Associates
New York
$649K 62,850 +500 +0.8%
CA
25
Cetera Advisors
Colorado
$623K 60,260 +16,050 +36%
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