Calamos Convertible Opportunities and Income Fund
108 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, 30 reducing their positions, and 14 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 30
8% more capital invested
Capital invested by funds: $146M → $157M (+$11.2M)
0.65% more ownership
Funds ownership: 18.68% → 19.32% (+0.65%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 115 → 108 (-7)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$927K |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$882K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$787K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$760K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.51M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$428K |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
-$398K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$390K |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$266K |
CHI Hedge Fund Activity: Q2 2023 in Review
108 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q2 2023, worth a combined $157M — up 7.6% from $146M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CHI and 8 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 41 added.
The largest buyer was EP Wealth Advisors, adding an estimated $2.6M. The largest seller was Advisors Asset Management, cutting an estimated $2.51M.
- 108 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q2 2023, down from 115 in Q1 2023.
- Funds reported $157M of Calamos Convertible Opportunities and Income Fund stock for Q2 2023, up 7.6% quarter-over-quarter.
- 8 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q2 2023 and 14 closed out, a net change of -6 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q2 2023 was EP Wealth Advisors, an estimated $2.6M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q2 2023 was Advisors Asset Management, an estimated $2.51M sold.
Based on aggregated 13F filings for Q2 2023.