CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

89 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, 17 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
42
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$3.77M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.72M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.9M
4
GC
4
Guggenheim Capital
Illinois
$8.2M
5
NMC
5
Nine Masts Capital
Hong Kong
$476K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.26M
2
AAM
2
Advisors Asset Management
Colorado
$4.38M
3
CP
3
Camelot Portfolios
Ohio
$0
4
WP
4
WealthPLAN Partners
Nebraska
$208K
5
CRWM
5
Castle Rock Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.7M 1,138,387 +3,652 +0.3%
Wells Fargo
2
Wells Fargo
California
$13.2M 1,093,144 +17,018 +2%
VBFG
3
Vishria Bird Financial Group
Tennessee
$9.15M 759,518 +1,855 +0.2%
GC
4
Guggenheim Capital
Illinois
$8.2M 680,923 +46,764 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.9M 655,973 +66,194 +11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.72M 641,513 +110,907 +21%
Bank of America
7
Bank of America
North Carolina
$7.61M 631,723 +6,377 +1%
UBS Group
8
UBS Group
Switzerland
$7.57M 628,724 +5,555 +0.9%
AAM
9
Advisors Asset Management
Colorado
$4.38M 363,943 -58,755 -14%
LPL Financial
10
LPL Financial
California
$4.1M 340,328 +1,404 +0.4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$3.77M 307,778 +113,809 +59%
DADC
12
D.A. Davidson & Co
Montana
$3.36M 278,688 +3,826 +1%
Ameriprise
13
Ameriprise
Minnesota
$2.53M 210,080 +13,255 +7%
CTC
14
Central Trust Company
Missouri
$2.28M 189,569 -4,963 -3%
CAN
15
Cetera Advisor Networks
California
$2.11M 175,301 -11,380 -6%
CWM
16
Cornerstone Wealth Management
Missouri
$1.41M 16,384 -3,498 -18%
SPC
17
Sigma Planning Corp
Michigan
$1.29M 107,033 -13,190 -11%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.27M 105,798 +9,081 +9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.26M 104,377 -118,903 -53%
RJA
20
Raymond James & Associates
Florida
$1.13M 93,420 +10,966 +13%
AG
21
Advisor Group
Arizona
$1.11M 91,909 +34,452 +60%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.11M 91,761 -2,247 -2%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.07M 89,052 +387 +0.4%
TYCC
24
Texas Yale Capital Corp
Florida
$1.07M 88,657 – –
HCM
25
Hollencrest Capital Management
California
$959K 94,550 +11,775 +14%
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