Calamos Convertible Opportunities and Income Fund
104 hedge funds and large institutions have $130M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 13 closing their positions.
0.33% less ownership
Funds ownership: 18.86% → 18.53% (-0.33%)
5% less funds holding
Funds holding: 110 → 104 (-6)
11% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 36
11% less capital invested
Capital invested by funds: $146M → $130M (-$16.6M)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.31M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$793K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$554K |
| 4 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
+$376K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.13M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$590K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$522K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$411K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$313K |
CHI Hedge Fund Activity: Q3 2022 in Review
104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q3 2022, worth a combined $130M — down 11% from $146M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of CHI and 8 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 32 added.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $1.31M. The largest seller was Guggenheim Capital, cutting an estimated $2.13M.
- 104 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q3 2022, down from 110 in Q2 2022.
- Funds reported $130M of Calamos Convertible Opportunities and Income Fund stock for Q3 2022, down 11% quarter-over-quarter.
- 8 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q3 2022 and 13 closed out, a net change of -5 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q3 2022 was CAPTRUST Financial Advisors, an estimated $1.31M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q3 2022 was Guggenheim Capital, an estimated $2.13M sold.
Based on aggregated 13F filings for Q3 2022.