CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $157M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
41
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.5M
2
CAM
2
Cresset Asset Management
Illinois
$932K
3
Truist Financial
3
Truist Financial
North Carolina
$1.06M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
DADC
5
D.A. Davidson & Co
Montana
$7.24M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$6.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
OFG
3
OTA Financial Group
New York
$0
4
CG
4
Colony Group
Massachusetts
$0
5
AWM
5
Axxcess Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.6M 1,480,526 +25,817 +2%
UBS Group
2
UBS Group
Switzerland
$16.5M 1,476,913 +87,457 +6%
Wells Fargo
3
Wells Fargo
California
$12.1M 1,078,531 +71,707 +7%
Bank of America
4
Bank of America
North Carolina
$11M 986,430 +4,070 +0.4%
GC
5
Guggenheim Capital
Illinois
$8.08M 721,797 +55,477 +8%
DADC
6
D.A. Davidson & Co
Montana
$7.24M 646,440 +61,335 +10%
LPL Financial
7
LPL Financial
California
$6.51M 581,696 -1,577 -0.3%
AAM
8
Advisors Asset Management
Colorado
$6.3M 562,318 -237,182 -30%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.2M 553,722 +44,383 +9%
Ameriprise
10
Ameriprise
Minnesota
$5.1M 455,793 +12,335 +3%
LC
11
Lindbrook Capital
California
$4.51M 402,464 -3,350 -0.8%
Cohen & Steers
12
Cohen & Steers
New York
$4.17M 372,278 – –
Baird Financial Group
13
Baird Financial Group
Wisconsin
$4M 357,371 +6,704 +2%
RCA
14
Reitz Capital Advisors
Michigan
$3.43M 306,481 -7,056 -2%
AAS
15
Avantax Advisory Services
Texas
$2.53M 226,113 +23,918 +12%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.45M 219,048 +17,265 +9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.36M 210,973 -562 -0.3%
AWM
18
Apollon Wealth Management
South Carolina
$2.21M 197,041 +1,707 +0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.15M 191,991 +6,548 +4%
HI
20
Harbour Investments
Wisconsin
$1.95M 173,857 +4,079 +2%
CW
21
Connectus Wealth
Ohio
$1.86M 165,650 +5,700 +4%
RJA
22
Raymond James & Associates
Florida
$1.71M 152,652 -11,115 -7%
SIC
23
Samalin Investment Counsel
New York
$1.7M 151,357 -13,753 -8%
OC
24
Oppenheimer & Co
New York
$1.55M 138,223 +25,600 +23%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.27M 113,071 -4,088 -3%
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