CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

113 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.

Holders
113
Holders Change
+7
Holders Change %
+6.6%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
39
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.3M
2
Ameriprise
2
Ameriprise
Minnesota
$4.67M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$428K
4
OFG
4
OTA Financial Group
New York
$398K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.01M
2
GC
2
Guggenheim Capital
Illinois
$7.01M
3
Wells Fargo
3
Wells Fargo
California
$10.6M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$407K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.3M 1,454,709 +37,191 +3%
UBS Group
2
UBS Group
Switzerland
$14.6M 1,389,456 +17,248 +1%
Wells Fargo
3
Wells Fargo
California
$10.6M 1,006,824 -101,839 -9%
Bank of America
4
Bank of America
North Carolina
$10.3M 982,360 +86,040 +10%
AAM
5
Advisors Asset Management
Colorado
$8.41M 799,500 -47,269 -6%
GC
6
Guggenheim Capital
Illinois
$7.01M 666,320 -111,632 -14%
DADC
7
D.A. Davidson & Co
Montana
$6.16M 585,105 +26,505 +5%
LPL Financial
8
LPL Financial
California
$6.14M 583,273 +20,432 +4%
Ameriprise
9
Ameriprise
Minnesota
$4.67M 443,458 +45,830 +12%
LC
10
Lindbrook Capital
California
$4.27M 405,814 +25,600 +7%
Cohen & Steers
11
Cohen & Steers
New York
$3.92M 372,278 – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$3.69M 350,667 +7,263 +2%
RCA
13
Reitz Capital Advisors
Michigan
$3.3M 313,537 -6,590 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.23M 211,535 -17,447 -8%
AAS
15
Avantax Advisory Services
Texas
$2.13M 202,195 +23,531 +13%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.12M 201,783 +2,225 +1%
AWM
17
Apollon Wealth Management
South Carolina
$2.05M 195,334 +4,126 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.95M 185,443 -27,536 -13%
HI
19
Harbour Investments
Wisconsin
$1.79M 169,778 +5,167 +3%
SIC
20
Samalin Investment Counsel
New York
$1.74M 165,110 -7,740 -4%
RJA
21
Raymond James & Associates
Florida
$1.72M 163,767 +1,806 +1%
CW
22
Connectus Wealth
Ohio
$1.68M 159,950 – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.23M 117,159 +1,480 +1%
OC
24
Oppenheimer & Co
New York
$1.18M 112,623 +22,133 +24%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$1.12M 106,896 -1,700 -2%
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