CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

102 hedge funds and large institutions have $129M 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, 35 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
-6
Holders Change %
-5.56%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
32
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$1.09M
2
AAS
2
Avantax Advisory Services
Texas
$1.58M
3
WAM
3
Wolverine Asset Management
Illinois
$458K
4
RCA
4
Reitz Capital Advisors
Michigan
$2.83M
5
AWS
5
Atria Wealth Solutions
New York
$435K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$6.83M
2
UBS Group
2
UBS Group
Switzerland
$12.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.63M
4
GWM
4
Geneos Wealth Management
Colorado
$81K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.4M 1,390,989 +8,088 +0.6%
UBS Group
2
UBS Group
Switzerland
$12.8M 1,321,796 -50,588 -4%
Wells Fargo
3
Wells Fargo
California
$11.3M 1,167,427 -9,252 -0.8%
AAM
4
Advisors Asset Management
Colorado
$10.1M 1,044,896 -16,611 -2%
Bank of America
5
Bank of America
North Carolina
$8.77M 908,265 -14,421 -2%
GC
6
Guggenheim Capital
Illinois
$6.83M 707,387 -182,644 -21%
LPL Financial
7
LPL Financial
California
$5.6M 580,018 +18,542 +3%
DADC
8
D.A. Davidson & Co
Montana
$5.46M 565,191 +541 +0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.65M 481,696 +10,828 +2%
Ameriprise
10
Ameriprise
Minnesota
$4.01M 415,210 +12,182 +3%
Cohen & Steers
11
Cohen & Steers
New York
$3.6M 372,278 – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$3.47M 358,845 +8,116 +2%
RCA
13
Reitz Capital Advisors
Michigan
$2.83M 292,558 +32,214 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.63M 272,502 -44,727 -14%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.4M 247,989 -243 -0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.13M 220,150 -3,268 -1%
AWM
17
Apollon Wealth Management
South Carolina
$1.94M 200,278 -1,086 -0.5%
HI
18
Harbour Investments
Wisconsin
$1.88M 174,992 – –
CW
19
Connectus Wealth
Ohio
$1.74M 180,250 +16,750 +10%
SIC
20
Samalin Investment Counsel
New York
$1.63M 168,206 +378 +0.2%
AAS
21
Avantax Advisory Services
Texas
$1.58M 163,785 +68,036 +71%
RJA
22
Raymond James & Associates
Florida
$1.23M 127,649 -12,380 -9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.22M 126,127 +1,859 +1%
BPA
24
Beacon Pointe Advisors
California
$1.15M 119,087 -449 -0.4%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$1.09M 112,396 +112,396 New
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