CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $201M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
41
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.9M
2
UBS Group
2
UBS Group
Switzerland
$18.7M
3
KIM
3
Karpus Investment Management
New York
$2.68M
4
HI
4
Harbour Investments
Wisconsin
$2.54M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$7.96M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
GC
5
Guggenheim Capital
Illinois
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$18.9M 1,328,865 +388,908 +41%
Morgan Stanley
2
Morgan Stanley
New York
$18.8M 1,320,833 -88,160 -6%
UBS Group
3
UBS Group
Switzerland
$18.7M 1,311,699 +237,775 +22%
Wells Fargo
4
Wells Fargo
California
$17.4M 1,224,227 +116,487 +11%
AAM
5
Advisors Asset Management
Colorado
$15.7M 1,104,976 -73,451 -6%
GC
6
Guggenheim Capital
Illinois
$11.6M 812,773 -96,580 -11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.2M 714,578 -15,629 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.08M 568,515 -80,330 -12%
Cohen & Steers
9
Cohen & Steers
New York
$7.96M 560,025 -638,988 -53%
DADC
10
D.A. Davidson & Co
Montana
$6.47M 454,959 +59,079 +15%
LPL Financial
11
LPL Financial
California
$5.59M 393,319 +41,208 +12%
Ameriprise
12
Ameriprise
Minnesota
$5.46M 384,243 +42,860 +13%
RCA
13
Reitz Capital Advisors
Michigan
$3.49M 245,209 -16,828 -6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.02M 212,189 -25,211 -11%
KIM
15
Karpus Investment Management
New York
$2.68M 188,151 +188,151 New
HI
16
Harbour Investments
Wisconsin
$2.54M 178,613 +178,613 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.53M 178,136 +3,874 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.31M 162,665 +7,202 +5%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.12M 149,463 +2,211 +2%
SIC
20
Samalin Investment Counsel
New York
$2.02M 141,747 -4,528 -3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.95M 137,081 +56,428 +70%
MA
22
Mutual Advisors
Nebraska
$1.54M 108,433 +4,043 +4%
PAG
23
Private Advisor Group
New Jersey
$1.52M 106,594 +40,627 +62%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.43M 100,402 +18,751 +23%
SPC
25
Sigma Planning Corp
Michigan
$1.39M 97,405 +7,157 +8%
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