CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

105 hedge funds and large institutions have $206M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
41
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$22.7M
2
GC
2
Guggenheim Capital
Illinois
$13.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.22M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.31M
5
Wells Fargo
5
Wells Fargo
California
$19.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.6M
2
KIM
2
Karpus Investment Management
New York
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$6.3M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
CA
5
Cetera Advisors
Colorado
$179K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$22.7M 1,493,233 +181,534 +14%
Morgan Stanley
2
Morgan Stanley
New York
$19.6M 1,294,999 -25,834 -2%
Wells Fargo
3
Wells Fargo
California
$19.1M 1,256,474 +32,247 +3%
AAM
4
Advisors Asset Management
Colorado
$16.6M 1,097,123 -7,853 -0.7%
GC
5
Guggenheim Capital
Illinois
$13.8M 907,627 +94,854 +12%
Bank of America
6
Bank of America
North Carolina
$13.6M 899,437 -429,428 -32%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.5M 692,303 -22,275 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.42M 554,915 -13,600 -2%
DADC
9
D.A. Davidson & Co
Montana
$7.09M 467,323 +12,364 +3%
Cohen & Steers
10
Cohen & Steers
New York
$6.3M 415,278 -144,747 -26%
Ameriprise
11
Ameriprise
Minnesota
$5.9M 389,004 +4,761 +1%
LPL Financial
12
LPL Financial
California
$5.22M 343,844 -49,475 -13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.58M 236,154 +23,965 +11%
RCA
14
Reitz Capital Advisors
Michigan
$3.48M 229,562 -15,647 -6%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$3.31M 217,994 +39,858 +22%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.22M 212,064 +49,399 +30%
HI
17
Harbour Investments
Wisconsin
$2.62M 172,747 -5,866 -3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.44M 161,082 +24,001 +18%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.29M 150,522 +1,059 +0.7%
SIC
20
Samalin Investment Counsel
New York
$2.03M 133,657 -8,090 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.62M 106,808 +6,406 +6%
PAG
22
Private Advisor Group
New Jersey
$1.59M 104,985 -1,609 -2%
FWM
23
Frontier Wealth Management
Missouri
$1.59M 104,848 +9,300 +10%
RJA
24
Raymond James & Associates
Florida
$1.55M 102,252 +19,497 +24%
SPC
25
Sigma Planning Corp
Michigan
$1.53M 100,760 +3,355 +3%
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