CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

109 hedge funds and large institutions have $203M invested in Calamos Convertible Opportunities and Income Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
109
Holders Change
+13
Holders Change %
+13.54%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
42
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$9.35M
2
Cohen & Steers
2
Cohen & Steers
New York
$16.2M
3
UBS Group
3
UBS Group
Switzerland
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.89M
5
Bank of America
5
Bank of America
North Carolina
$12.7M

Top Sellers

1
MGWM
1
Marks Group Wealth Management
Minnesota
$0
2
DADC
2
D.A. Davidson & Co
Montana
$5.36M
3
TYCC
3
Texas Yale Capital Corp
Florida
$0
4
DA
4
Doliver Advisors
Texas
$0
5
Invesco
5
Invesco
Georgia
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.1M 1,408,993 +43,125 +3%
Cohen & Steers
2
Cohen & Steers
New York
$16.2M 1,199,013 +326,162 +37%
AAM
3
Advisors Asset Management
Colorado
$16M 1,178,427 +23,801 +2%
Wells Fargo
4
Wells Fargo
California
$15M 1,107,740 +52,161 +5%
UBS Group
5
UBS Group
Switzerland
$14.5M 1,073,924 +184,759 +21%
Bank of America
6
Bank of America
North Carolina
$12.7M 939,957 +55,915 +6%
GC
7
Guggenheim Capital
Illinois
$12.3M 909,353 +12,227 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.89M 730,207 +89,489 +14%
RCM
9
Rivernorth Capital Management
Florida
$9.35M 690,328 +364,249 +112%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.79M 648,845 +514 +0.1%
DADC
11
D.A. Davidson & Co
Montana
$5.36M 395,880 -88,571 -18%
LPL Financial
12
LPL Financial
California
$4.77M 352,111 -24,440 -6%
Ameriprise
13
Ameriprise
Minnesota
$4.62M 341,383 -2,100 -0.6%
RCA
14
Reitz Capital Advisors
Michigan
$3.55M 262,037 -27,436 -9%
WAM
15
Wolverine Asset Management
Illinois
$3.25M 240,397 -52,035 -18%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.21M 237,400 +5,133 +2%
LCM
17
Landscape Capital Management
New Jersey
$2.48M 183,115 +32,951 +22%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.36M 174,262 -36,658 -17%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.11M 155,463 -730 -0.5%
HighTower Advisors
20
HighTower Advisors
Illinois
$2M 147,252 +51,869 +54%
SIC
21
Samalin Investment Counsel
New York
$1.98M 146,275 +7,290 +5%
MA
22
Mutual Advisors
Nebraska
$1.41M 104,390 +4,964 +5%
AA
23
AQR Arbitrage
Connecticut
$1.41M 104,050 +39,451 +61%
SPC
24
Sigma Planning Corp
Michigan
$1.22M 90,248 -1,531 -2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.18M 87,099 -6,450 -7%
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