CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

113 hedge funds and large institutions have $174M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
42
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.15M
2
MCC
2
Money Concepts Capital
Florida
$689K
3
AWS
3
Atria Wealth Solutions
New York
$544K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.69M
5
AAM
5
Advisors Asset Management
Colorado
$14.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
Stifel Financial
3
Stifel Financial
Missouri
$280K
4
Wells Fargo
4
Wells Fargo
California
$15.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.1M 1,293,697 -75,676 -6%
UBS Group
2
UBS Group
Switzerland
$16.7M 1,265,575 -37,947 -3%
Wells Fargo
3
Wells Fargo
California
$15.2M 1,150,404 -48,551 -4%
AAM
4
Advisors Asset Management
Colorado
$14.2M 1,075,027 +34,564 +3%
Bank of America
5
Bank of America
North Carolina
$13.1M 989,957 +29,175 +3%
GC
6
Guggenheim Capital
Illinois
$12M 905,571 -26,384 -3%
DADC
7
D.A. Davidson & Co
Montana
$6.97M 527,939 +20,497 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.05M 458,031 -41,819 -8%
LPL Financial
9
LPL Financial
California
$6.02M 455,498 +30,823 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.86M 443,348 -141,411 -24%
Ameriprise
11
Ameriprise
Minnesota
$5.13M 388,048 -3,245 -0.8%
Cohen & Steers
12
Cohen & Steers
New York
$4.91M 372,278 +15,000 +4%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.69M 279,071 +37,039 +15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.51M 265,524 -1,420 -0.5%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.32M 251,184 +9,926 +4%
RCA
16
Reitz Capital Advisors
Michigan
$3.22M 243,800 +14,238 +6%
AWM
17
Apollon Wealth Management
South Carolina
$2.73M 206,650 -1,487 -0.7%
SIC
18
Samalin Investment Counsel
New York
$1.97M 149,017 +14,156 +10%
FWM
19
Frontier Wealth Management
Missouri
$1.74M 136,098 +1,225 +0.9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.56M 117,959 +5,306 +5%
RJA
21
Raymond James & Associates
Florida
$1.52M 115,068 +4,244 +4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.48M 111,901 -41,209 -27%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.26M 95,541 +612 +0.6%
AAS
24
Avantax Advisory Services
Texas
$1.15M 86,819 +86,819 New
SPC
25
Sigma Planning Corp
Michigan
$991K 75,043 -21,087 -22%
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