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CHI

Calamos Convertible Opportunities and Income Fund
CHI

108 hedge funds and large institutions have $146M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $130M → $146M (+$15.8M)

4% more funds holding

Funds holding: 104 → 108 (+4)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.21% more ownership

Funds ownership: 18.53% → 18.74% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
34
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
Lindbrook Capital
California
+$4M
2
MGWM
Marks Group Wealth Management
Minnesota
+$984K
3
GC
Guggenheim Capital
Illinois
+$762K
4
MCC
Money Concepts Capital
Florida
+$682K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$667K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$2.14M
2
BPA
Beacon Pointe Advisors
California
-$661K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$643K
4
Wells Fargo
Wells Fargo
California
-$634K
5
WAM
Wolverine Asset Management
Illinois
-$458K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.9M +$286K +26,529 +2%
UBS Group
2
UBS Group
Switzerland
$14.4M +$544K +50,412 +4%
Wells Fargo
3
Wells Fargo
California
$11.7M -$634K -58,764 -5%
Bank of America
4
Bank of America
North Carolina
$9.42M -$129K -11,945 -1%
AAM
5
Advisors Asset Management
Colorado
$8.9M -$2.14M -198,127 -19%
GC
6
Guggenheim Capital
Illinois
$8.18M +$762K +70,565 +10%
LPL Financial
7
LPL Financial
California
$5.92M -$185K -17,177 -3%
DADC
8
D.A. Davidson & Co
Montana
$5.87M -$71.2K -6,591 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.21M +$157K +14,570 +3%
Ameriprise
10
Ameriprise
Minnesota
$4.18M -$190K -17,582 -4%
LC
11
Lindbrook Capital
California
$4M +$4M +370,214 +3,702%
Cohen & Steers
12
Cohen & Steers
New York
$3.91M – – –
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.61M -$167K -15,441 -4%
RCA
14
Reitz Capital Advisors
Michigan
$3.37M +$298K +27,569 +9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.41M -$205K -19,007 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.24M -$643K -59,523 -22%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.1M -$222K -20,592 -9%
AWM
18
Apollon Wealth Management
South Carolina
$2.01M -$97.9K -9,070 -5%
AAS
19
Avantax Advisory Services
Texas
$1.88M +$161K +14,879 +9%
SIC
20
Samalin Investment Counsel
New York
$1.82M +$50.1K +4,644 +3%
HI
21
Harbour Investments
Wisconsin
$1.73M -$112K -10,381 -6%
RJA
22
Raymond James & Associates
Florida
$1.7M +$370K +34,312 +27%
CW
23
Connectus Wealth
Ohio
$1.68M -$219K -20,300 -11%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.22M -$113K -10,448 -8%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$1.14M -$41K -3,800 -3%
1
2 3 4 5

CHI Hedge Fund Activity: Q4 2022 in Review

108 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2022, worth a combined $146M — up 12% from $130M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CHI positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Lindbrook Capital, adding an estimated $4M. The largest seller was Advisors Asset Management, cutting an estimated $2.14M.

  • 108 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2022, up from 104 in Q3 2022.
  • Funds reported $146M of Calamos Convertible Opportunities and Income Fund stock for Q4 2022, up 12% quarter-over-quarter.
  • 15 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2022 and 8 closed out, a net change of +7 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2022 was Lindbrook Capital, an estimated $4M added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2022 was Advisors Asset Management, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2022.