CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 hedge funds and large institutions have $118M invested in Calamos Convertible Opportunities and Income Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
25
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VBFG
1
Vishria Bird Financial Group
Tennessee
$8.93M
2
CAN
2
Cetera Advisor Networks
California
$2.2M
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.7M
4
CA
4
Cetera Advisors
Colorado
$796K
5
Morgan Stanley
5
Morgan Stanley
New York
$13.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.32M
2
Millennium Management
2
Millennium Management
New York
$234K
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$12K
4
UBS Group
4
UBS Group
Switzerland
$7.35M
5
AG
5
Advisor Group
Arizona
$678K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.4M 1,134,735 +53,131 +5%
Wells Fargo
2
Wells Fargo
California
$12.7M 1,076,126 -23 -0%
VBFG
3
Vishria Bird Financial Group
Tennessee
$8.93M 757,663 +757,663 New
GC
4
Guggenheim Capital
Illinois
$7.48M 634,159 -13,672 -2%
Bank of America
5
Bank of America
North Carolina
$7.37M 625,346 -29,842 -5%
UBS Group
6
UBS Group
Switzerland
$7.35M 623,169 -45,210 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.95M 589,779 +43,602 +8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.26M 530,606 +22,712 +4%
AAM
9
Advisors Asset Management
Colorado
$4.98M 422,698 +20,247 +5%
LPL Financial
10
LPL Financial
California
$4M 338,924 -13,395 -4%
DADC
11
D.A. Davidson & Co
Montana
$3.24M 274,862 -124 -0%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.63M 223,280 -3,386 -1%
Ameriprise
13
Ameriprise
Minnesota
$2.32M 196,825 -76,363 -28%
CTC
14
Central Trust Company
Missouri
$2.29M 194,532 -15,000 -7%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.29M 193,969 +50,755 +35%
CAN
16
Cetera Advisor Networks
California
$2.2M 186,681 +186,681 New
CWM
17
Cornerstone Wealth Management
Missouri
$1.7M 19,882 +19,882 New
SPC
18
Sigma Planning Corp
Michigan
$1.42M 120,223 +4,178 +4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.11M 94,008 +1,886 +2%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.07M 96,717 – –
HighTower Advisors
21
HighTower Advisors
Illinois
$1.05M 88,665 -2,120 -2%
TYCC
22
Texas Yale Capital Corp
Florida
$1.05M 88,657 – –
HCM
23
Hollencrest Capital Management
California
$976K 82,775 – –
RJA
24
Raymond James & Associates
Florida
$972K 82,454 +1,665 +2%
WP
25
WealthPLAN Partners
Nebraska
$813K 68,931 -2,741 -4%
1
2 3 4