Calamos Convertible Opportunities and Income Fund
115 hedge funds and large institutions have $141M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
44% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 27
6% more funds holding
Funds holding: 108 → 115 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.07% less ownership
Funds ownership: 18.74% → 18.68% (-0.07%)
3% less capital invested
Capital invested by funds: $146M → $141M (-$4.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$992K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$528K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$469K |
| 4 |
OFG
OTA Financial Group
Purchase,
New York
|
+$436K |
| 5 |
Morgan Stanley
New York
|
+$429K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.29M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.17M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$712K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$664K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$545K |
CHI Hedge Fund Activity: Q1 2023 in Review
115 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q1 2023, worth a combined $141M — down 3.2% from $146M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CHI positions and 10 closed out — a net gain of 10 holders — while 39 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $992K. The largest seller was Guggenheim Capital, cutting an estimated $1.29M.
- 115 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q1 2023, up from 108 in Q4 2022.
- Funds reported $141M of Calamos Convertible Opportunities and Income Fund stock for Q1 2023, down 3.2% quarter-over-quarter.
- 20 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q1 2023 and 10 closed out, a net change of +10 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q1 2023 was Bank of America, an estimated $992K added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q1 2023 was Guggenheim Capital, an estimated $1.29M sold.
Based on aggregated 13F filings for Q1 2023.