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CHI

Calamos Convertible Opportunities and Income Fund
CHI

109 hedge funds and large institutions have $203M invested in Calamos Convertible Opportunities and Income Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

3% more funds holding

Funds holding: 106 → 109 (+3)

1% more capital invested

Capital invested by funds: $200M → $203M (+$2.9M)

0.12% more ownership

Funds ownership: 18.79% → 18.9% (+0.12%)

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Apollon Wealth Management
South Carolina
+$3.23M
2
GC
Guggenheim Capital
Illinois
+$1.37M
3
Morgan Stanley
Morgan Stanley
New York
+$1.02M
4
NA
NewEdge Advisors
Louisiana
+$885K
5
LPL Financial
LPL Financial
California
+$799K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.84M
2
PAG
Private Advisor Group
New Jersey
-$1.68M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$949K
4
KAS
Kestra Advisory Services
Texas
-$503K
5
AAM
Advisors Asset Management
Colorado
-$499K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.7M +$1.02M +65,573 +5%
UBS Group
2
UBS Group
Switzerland
$19.7M -$2.84M -183,380 -12%
Wells Fargo
3
Wells Fargo
California
$18.1M -$178K -11,477 -0.9%
AAM
4
Advisors Asset Management
Colorado
$15.7M -$499K -32,180 -3%
Bank of America
5
Bank of America
North Carolina
$14.5M +$788K +50,806 +6%
GC
6
Guggenheim Capital
Illinois
$14.1M +$1.37M +88,139 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.84M -$949K -61,215 -9%
DADC
8
D.A. Davidson & Co
Montana
$7.67M +$264K +17,045 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.55M -$489K -31,574 -6%
LPL Financial
10
LPL Financial
California
$6.42M +$799K +51,571 +14%
Ameriprise
11
Ameriprise
Minnesota
$5.91M +$36.8K +2,371 +0.6%
Cohen & Steers
12
Cohen & Steers
New York
$5.4M – – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.03M +$53.6K +3,455 +1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$3.66M +$241K +15,522 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.65M +$164K +10,601 +5%
RCA
16
Reitz Capital Advisors
Michigan
$3.48M +$65.2K +4,208 +2%
AWM
17
Apollon Wealth Management
South Carolina
$3.15M +$3.23M +208,137 New
HI
18
Harbour Investments
Wisconsin
$2.82M -$319K -20,602 -10%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.31M +$137K +8,866 +6%
SIC
20
Samalin Investment Counsel
New York
$2.04M +$10K +646 +0.5%
FWM
21
Frontier Wealth Management
Missouri
$2.04M +$104K +6,700 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.7M +$49.3K +3,179 +3%
RJA
23
Raymond James & Associates
Florida
$1.68M +$107K +6,909 +7%
SPC
24
Sigma Planning Corp
Michigan
$1.45M -$4.77K -308 -0.3%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.44M -$13K -836 -0.9%
1
2 3 4 5

CHI Hedge Fund Activity: Q4 2021 in Review

109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2021, worth a combined $203M — up 1.4% from $200M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CHI positions and 10 closed out — a net gain of 5 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $3.23M. The largest seller was UBS Group, cutting an estimated $2.84M.

  • 109 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2021, up from 106 in Q3 2021.
  • Funds reported $203M of Calamos Convertible Opportunities and Income Fund stock for Q4 2021, up 1.4% quarter-over-quarter.
  • 15 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2021 and 10 closed out, a net change of +5 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2021 was Apollon Wealth Management, an estimated $3.23M added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2021 was UBS Group, an estimated $2.84M sold.

Based on aggregated 13F filings for Q4 2021.