CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

87 hedge funds and large institutions have $133M invested in Calamos Convertible Opportunities and Income Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
39
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
1
Vident Investment Advisory
Georgia
$7.81M
2
UBS Group
2
UBS Group
Switzerland
$26.8M
3
Bank of America
3
Bank of America
North Carolina
$7.23M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$594K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.84M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.94M
2
OA
2
Oxbow Advisors
Texas
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$7.31M
5
Invesco
5
Invesco
Georgia
$824K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$26.8M 2,384,359 +103,538 +5%
Morgan Stanley
2
Morgan Stanley
New York
$14.5M 1,286,622 +11,748 +0.9%
Wells Fargo
3
Wells Fargo
California
$12.4M 1,102,708 -2,633 -0.2%
VIA
4
Vident Investment Advisory
Georgia
$7.81M 693,422 +104,223 +18%
Ameriprise
5
Ameriprise
Minnesota
$7.31M 648,872 -47,615 -7%
Bank of America
6
Bank of America
North Carolina
$7.23M 642,278 +68,227 +12%
GC
7
Guggenheim Capital
Illinois
$6.89M 612,193 +5,947 +1%
LPL Financial
8
LPL Financial
California
$5.94M 527,803 -904,944 -63%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.84M 518,245 +30,410 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.06M 449,249 +2,143 +0.5%
AAM
11
Advisors Asset Management
Colorado
$3.25M 288,706 -362 -0.1%
DADC
12
D.A. Davidson & Co
Montana
$2.67M 237,273 +20,524 +9%
CTC
13
Central Trust Company
Missouri
$2.52M 224,089 +393 +0.2%
CAN
14
Cetera Advisor Networks
California
$2.35M 208,871 -22,247 -10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.2M 195,763 +4,133 +2%
CP
16
Camelot Portfolios
Ohio
$1.47M 130,365 -35,755 -22%
TYCC
17
Texas Yale Capital Corp
Florida
$998K 88,657 – –
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$929K 82,481 +27,677 +51%
SPC
19
Sigma Planning Corp
Michigan
$917K 81,409 +15,378 +23%
HighTower Advisors
20
HighTower Advisors
Illinois
$847K 75,218 +6,009 +9%
Invesco
21
Invesco
Georgia
$824K 73,158 -36,009 -33%
AG
22
Advisor Group
Arizona
$775K 68,855 +3,259 +5%
RJA
23
Raymond James & Associates
Florida
$754K 66,977 +6,256 +10%
EGA
24
E&G Advisors
Texas
$715K 63,475 – –
CA
25
Cetera Advisors
Colorado
$687K 60,979 +246 +0.4%
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