Calamos Convertible Opportunities and Income Fund
90 hedge funds and large institutions have $123M invested in Calamos Convertible Opportunities and Income Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 10 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 18
4% more capital invested
Capital invested by funds: $118M → $123M (+$4.77M)
0.33% more ownership
Funds ownership: 14.12% → 14.45% (+0.33%)
0% more funds holding
Funds holding: 90 → 90 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.36M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$812K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$574K |
| 5 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$485K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.46M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$721K |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$635K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$579K |
| 5 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$343K |
CHI Hedge Fund Activity: Q3 2018 in Review
90 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q3 2018, worth a combined $123M — up 4% from $118M a quarter earlier.
Fund positioning in CHI was balanced in Q3 2018: 10 funds opened new positions, 10 closed out, 42 added to existing stakes and 18 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $1.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.46M.
- 90 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $123M of Calamos Convertible Opportunities and Income Fund stock for Q3 2018, up 4% quarter-over-quarter.
- 10 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q3 2018 and 10 closed out, a net change of 0 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q3 2018 was Baird Financial Group, an estimated $1.4M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q3 2018 was Raymond James Financial Services Advisors, an estimated $1.46M sold.
Based on aggregated 13F filings for Q3 2018.