Calamos Convertible Opportunities and Income Fund
107 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.
64% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 25
3% more capital invested
Capital invested by funds: $201M → $206M (+$5.08M)
0.82% less ownership
Funds ownership: 19.92% → 19.1% (-0.82%)
1% less funds holding
Funds holding: 108 → 107 (-1)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.71M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.41M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$737K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$595K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.41M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.68M |
| 3 |
Cohen & Steers
New York
|
-$2.16M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$919K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$850K |
CHI Hedge Fund Activity: Q2 2021 in Review
107 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q2 2021, worth a combined $206M — up 2.5% from $201M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CHI and 13 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 41 added.
The largest buyer was UBS Group, adding an estimated $2.71M. The largest seller was Bank of America, cutting an estimated $6.41M.
- 107 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q2 2021, down from 108 in Q1 2021.
- Funds reported $206M of Calamos Convertible Opportunities and Income Fund stock for Q2 2021, up 2.5% quarter-over-quarter.
- 13 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q2 2021 and 14 closed out, a net change of -1 holder.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q2 2021 was UBS Group, an estimated $2.71M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q2 2021 was Bank of America, an estimated $6.41M sold.
Based on aggregated 13F filings for Q2 2021.