CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

91 hedge funds and large institutions have $144M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
-6
Holders Change %
-6.19%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
29
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.4M
2
WAM
2
Wolverine Asset Management
Illinois
$1.42M
3
AAM
3
Advisors Asset Management
Colorado
$11.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$848K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$658K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.21M
2
Bank of America
2
Bank of America
North Carolina
$9.17M
3
GC
3
Guggenheim Capital
Illinois
$10.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.58M
5
LPL Financial
5
LPL Financial
California
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.4M 1,357,278 +213,887 +19%
Wells Fargo
2
Wells Fargo
California
$11.9M 1,121,354 -2,766 -0.2%
AAM
3
Advisors Asset Management
Colorado
$11.4M 1,068,319 +120,080 +13%
GC
4
Guggenheim Capital
Illinois
$10.6M 996,724 -49,598 -5%
UBS Group
5
UBS Group
Switzerland
$9.66M 908,098 +400 +0%
Bank of America
6
Bank of America
North Carolina
$9.17M 861,939 -84,635 -9%
Cohen & Steers
7
Cohen & Steers
New York
$7.46M 700,635 – –
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7M 657,645 -7,454 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.95M 652,816 +3,094 +0.5%
DADC
10
D.A. Davidson & Co
Montana
$5.17M 485,887 +18,147 +4%
LPL Financial
11
LPL Financial
California
$3.78M 355,086 -41,644 -10%
RCA
12
Reitz Capital Advisors
Michigan
$3.71M 348,647 +834 +0.2%
Ameriprise
13
Ameriprise
Minnesota
$3.41M 321,117 +9,205 +3%
MGWM
14
Marks Group Wealth Management
Minnesota
$2.71M 254,229 – –
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.35M 220,389 +22,936 +12%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.16M 202,517 +15,889 +9%
Invesco
17
Invesco
Georgia
$1.81M 170,395 -10,097 -6%
TYCC
18
Texas Yale Capital Corp
Florida
$1.73M 162,982 +675 +0.4%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.58M 148,649 -48,472 -25%
RJA
20
Raymond James & Associates
Florida
$1.58M 148,610 +28,797 +24%
SIC
21
Samalin Investment Counsel
New York
$1.49M 139,854 +4,711 +3%
WAM
22
Wolverine Asset Management
Illinois
$1.42M 133,287 +133,287 New
WP
23
WealthPLAN Partners
Nebraska
$1.21M 105,869 -1,269 -1%
PPA
24
Parametric Portfolio Associates
Washington
$1.21M 113,933 -120,589 -51%
SPC
25
Sigma Planning Corp
Michigan
$1.08M 101,076 -20,766 -17%
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