CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

108 hedge funds and large institutions have $146M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
108
Holders Change
-5
Holders Change %
-4.42%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
37
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Harbour Investments
Wisconsin
$1.88M
2
CW
2
Connectus Wealth
Ohio
$1.75M
3
BPA
3
Beacon Pointe Advisors
California
$1.28M
4
UBS Group
4
UBS Group
Switzerland
$14.7M
5
LPL Financial
5
LPL Financial
California
$6.02M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.4M
2
CAG
2
Csenge Advisory Group
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$9.89M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$825K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.8M 1,382,901 +89,204 +7%
UBS Group
2
UBS Group
Switzerland
$14.7M 1,372,384 +106,809 +8%
Wells Fargo
3
Wells Fargo
California
$12.6M 1,176,679 +26,275 +2%
AAM
4
Advisors Asset Management
Colorado
$11.4M 1,061,507 -13,520 -1%
Bank of America
5
Bank of America
North Carolina
$9.89M 922,686 -67,271 -7%
GC
6
Guggenheim Capital
Illinois
$9.54M 890,031 -15,540 -2%
DADC
7
D.A. Davidson & Co
Montana
$6.05M 564,650 +36,711 +7%
LPL Financial
8
LPL Financial
California
$6.02M 561,476 +105,978 +23%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.05M 470,868 +12,837 +3%
Ameriprise
10
Ameriprise
Minnesota
$4.32M 403,028 +14,980 +4%
Cohen & Steers
11
Cohen & Steers
New York
$3.99M 372,278 – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$3.76M 350,729 +71,658 +26%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.4M 317,229 -126,119 -28%
RCA
14
Reitz Capital Advisors
Michigan
$2.79M 260,344 +16,544 +7%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.66M 248,232 -17,292 -7%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.4M 223,418 -27,766 -11%
AWM
17
Apollon Wealth Management
South Carolina
$2.16M 201,364 -5,286 -3%
HI
18
Harbour Investments
Wisconsin
$1.88M 174,992 +174,992 New
SIC
19
Samalin Investment Counsel
New York
$1.8M 167,828 +18,811 +13%
CW
20
Connectus Wealth
Ohio
$1.75M 163,500 +163,500 New
RJA
21
Raymond James & Associates
Florida
$1.5M 140,029 +24,961 +22%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.33M 124,268 +6,309 +5%
BPA
23
Beacon Pointe Advisors
California
$1.28M 119,536 +119,536 New
FWM
24
Frontier Wealth Management
Missouri
$1.23M 114,723 -21,375 -16%
AAS
25
Avantax Advisory Services
Texas
$1.03M 95,749 +8,930 +10%
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