CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $145M invested in Calamos Convertible Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+4
Holders Change %
+3.92%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
33
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
1
Lindbrook Capital
California
$4M
2
MGWM
2
Marks Group Wealth Management
Minnesota
$958K
3
GC
3
Guggenheim Capital
Illinois
$8.18M
4
MCC
4
Money Concepts Capital
Florida
$664K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.06M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$8.9M
2
BPA
2
Beacon Pointe Advisors
California
$608K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.24M
4
Wells Fargo
4
Wells Fargo
California
$11.7M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.9M 1,417,518 +26,529 +2%
UBS Group
2
UBS Group
Switzerland
$14.4M 1,372,208 +50,412 +4%
Wells Fargo
3
Wells Fargo
California
$11.7M 1,108,663 -58,764 -5%
Bank of America
4
Bank of America
North Carolina
$9.42M 896,320 -11,945 -1%
AAM
5
Advisors Asset Management
Colorado
$8.9M 846,769 -198,127 -19%
GC
6
Guggenheim Capital
Illinois
$8.18M 777,952 +70,565 +10%
LPL Financial
7
LPL Financial
California
$5.92M 562,841 -17,177 -3%
DADC
8
D.A. Davidson & Co
Montana
$5.87M 558,600 -6,591 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.22M 496,266 +14,570 +3%
Ameriprise
10
Ameriprise
Minnesota
$4.18M 397,628 -17,582 -4%
LC
11
Lindbrook Capital
California
$4M 380,214 +370,214 +3,702%
Cohen & Steers
12
Cohen & Steers
New York
$3.91M 372,278 – –
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.61M 343,404 -15,441 -4%
RCA
14
Reitz Capital Advisors
Michigan
$3.37M 320,127 +27,569 +9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.41M 228,982 -19,007 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.24M 212,979 -59,523 -22%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.1M 199,558 -20,592 -9%
AWM
18
Apollon Wealth Management
South Carolina
$2.01M 191,208 -9,070 -5%
AAS
19
Avantax Advisory Services
Texas
$1.88M 178,664 +14,879 +9%
SIC
20
Samalin Investment Counsel
New York
$1.82M 172,850 +4,644 +3%
HI
21
Harbour Investments
Wisconsin
$1.73M 164,611 -10,381 -6%
RJA
22
Raymond James & Associates
Florida
$1.7M 161,961 +34,312 +27%
CW
23
Connectus Wealth
Ohio
$1.68M 159,950 -20,300 -11%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.22M 115,679 -10,448 -8%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$1.14M 108,596 -3,800 -3%
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