CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

97 hedge funds and large institutions have $112M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
30
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.96M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.64M
3
Cohen & Steers
3
Cohen & Steers
New York
$5.84M
4
AAM
4
Advisors Asset Management
Colorado
$7.91M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.01M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.57M
2
WP
2
WealthPLAN Partners
Nebraska
$974K
3
FAM
3
Formidable Asset Management
Ohio
$0
4
CAN
4
Cetera Advisor Networks
California
$730K
5
SS
5
Sunbelt Securities
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.54M 1,143,391 -6,868 -0.6%
Wells Fargo
2
Wells Fargo
California
$9.38M 1,124,120 -7,679 -0.7%
GC
3
Guggenheim Capital
Illinois
$8.73M 1,046,322 -2,403 -0.2%
AAM
4
Advisors Asset Management
Colorado
$7.91M 948,239 +86,280 +10%
Bank of America
5
Bank of America
North Carolina
$7.9M 946,574 +10,922 +1%
UBS Group
6
UBS Group
Switzerland
$7.57M 907,698 -78,464 -8%
Cohen & Steers
7
Cohen & Steers
New York
$5.84M 700,635 +140,507 +25%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.55M 665,099 +39,417 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.42M 649,722 -25,080 -4%
DADC
10
D.A. Davidson & Co
Montana
$3.9M 467,740 +81,346 +21%
LPL Financial
11
LPL Financial
California
$3.31M 396,730 +50,139 +14%
RCA
12
Reitz Capital Advisors
Michigan
$2.9M 347,813 +33,744 +11%
Ameriprise
13
Ameriprise
Minnesota
$2.64M 311,912 +55,563 +22%
MGWM
14
Marks Group Wealth Management
Minnesota
$2.12M 254,229 – –
PPA
15
Parametric Portfolio Associates
Washington
$1.96M 234,522 +234,522 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.65M 197,453 -7,944 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.64M 197,121 +197,121 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.56M 186,628 +14,542 +8%
Invesco
19
Invesco
Georgia
$1.51M 180,492 -13,727 -7%
TYCC
20
Texas Yale Capital Corp
Florida
$1.35M 162,307 +73,650 +83%
SIC
21
Samalin Investment Counsel
New York
$1.13M 135,143 +163 +0.1%
SPC
22
Sigma Planning Corp
Michigan
$1.02M 121,842 +3,691 +3%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.01M 121,418 +82,131 +209%
RJA
24
Raymond James & Associates
Florida
$999K 119,813 +55,100 +85%
WP
25
WealthPLAN Partners
Nebraska
$974K 107,138 -40,100 -27%
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