CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

107 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, 30 reducing their positions, and 10 closing their positions.

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$3.15M
2
GC
2
Guggenheim Capital
Illinois
$14.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.7M
4
NA
4
NewEdge Advisors
Louisiana
$863K
5
LPL Financial
5
LPL Financial
California
$6.42M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.7M
2
PAG
2
Private Advisor Group
New Jersey
$964K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.84M
4
KAS
4
Kestra Advisory Services
Texas
$186K
5
AAM
5
Advisors Asset Management
Colorado
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.7M 1,369,373 +65,573 +5%
UBS Group
2
UBS Group
Switzerland
$19.7M 1,303,522 -183,380 -12%
Wells Fargo
3
Wells Fargo
California
$18.1M 1,198,955 -11,477 -0.9%
AAM
4
Advisors Asset Management
Colorado
$15.7M 1,040,463 -32,180 -3%
Bank of America
5
Bank of America
North Carolina
$14.5M 960,782 +50,806 +6%
GC
6
Guggenheim Capital
Illinois
$14.1M 931,955 +88,139 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.84M 584,759 -61,215 -9%
DADC
8
D.A. Davidson & Co
Montana
$7.67M 507,442 +17,045 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.55M 499,850 -31,574 -6%
LPL Financial
10
LPL Financial
California
$6.42M 424,675 +51,571 +14%
Ameriprise
11
Ameriprise
Minnesota
$5.91M 391,293 +2,371 +0.6%
Cohen & Steers
12
Cohen & Steers
New York
$5.4M 357,278 – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.03M 266,944 +3,455 +1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$3.66M 242,032 +15,522 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.65M 241,258 +10,601 +5%
RCA
16
Reitz Capital Advisors
Michigan
$3.48M 229,562 +4,208 +2%
AWM
17
Apollon Wealth Management
South Carolina
$3.15M 208,137 +208,137 New
HI
18
Harbour Investments
Wisconsin
$2.82M 186,486 -20,602 -10%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.31M 153,110 +8,866 +6%
SIC
20
Samalin Investment Counsel
New York
$2.04M 134,861 +646 +0.5%
FWM
21
Frontier Wealth Management
Missouri
$2.04M 134,873 +6,700 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.7M 112,653 +3,179 +3%
RJA
23
Raymond James & Associates
Florida
$1.68M 110,824 +6,909 +7%
SPC
24
Sigma Planning Corp
Michigan
$1.45M 96,130 -308 -0.3%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.44M 94,929 -836 -0.9%
1
2 3 4 5