CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

87 hedge funds and large institutions have $122M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
42
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$5.62M
2
UBS Group
2
UBS Group
Switzerland
$8.88M
3
AAM
3
Advisors Asset Management
Colorado
$8.55M
4
Invesco
4
Invesco
Georgia
$1.49M
5
Bank of America
5
Bank of America
North Carolina
$9.6M

Top Sellers

1
SCP
1
Shorepoint Capital Partners
Massachusetts
$312K
2
SFS
2
Shaker Financial Services
Virginia
$0
3
PA
3
Pinnacle Associates
New York
$146K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPL Financial
5
LPL Financial
California
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.4M 1,191,310 +216 +0%
Wells Fargo
2
Wells Fargo
California
$11.6M 1,118,375 +46,441 +4%
Bank of America
3
Bank of America
North Carolina
$9.6M 921,891 +52,743 +6%
GC
4
Guggenheim Capital
Illinois
$9.37M 900,026 +34,481 +4%
UBS Group
5
UBS Group
Switzerland
$8.88M 853,385 +123,403 +17%
AAM
6
Advisors Asset Management
Colorado
$8.55M 821,370 +60,441 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.08M 680,043 +8,605 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.3M 605,404 -1,918 -0.3%
Cohen & Steers
9
Cohen & Steers
New York
$5.62M 539,805 +143,738 +36%
DADC
10
D.A. Davidson & Co
Montana
$3.9M 374,715 -509 -0.1%
LPL Financial
11
LPL Financial
California
$3.54M 339,725 -20,610 -6%
RCA
12
Reitz Capital Advisors
Michigan
$3.4M 326,314 +23,501 +8%
Ameriprise
13
Ameriprise
Minnesota
$2.97M 285,651 +23,874 +9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.82M 174,798 -599 -0.3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.67M 160,141 +13,489 +9%
Invesco
16
Invesco
Georgia
$1.49M 142,643 +56,891 +66%
CAN
17
Cetera Advisor Networks
California
$1.41M 135,246 +4,370 +3%
WP
18
WealthPLAN Partners
Nebraska
$1.39M 129,609 +2,164 +2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.31M 126,302 +1,072 +0.9%
SPC
20
Sigma Planning Corp
Michigan
$1.28M 122,580 +2,083 +2%
AG
21
Advisor Group
Arizona
$1.27M 121,850 +4,592 +4%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$1.03M 99,097 +27,138 +38%
HCM
23
Hollencrest Capital Management
California
$992K 95,280 +369 +0.4%
MA
24
Mutual Advisors
Nebraska
$976K 93,785 +523 +0.6%
TYCC
25
Texas Yale Capital Corp
Florida
$923K 88,657 – –
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