CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $149M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
106
Holders Change
–
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
39
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.1M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.84M
5
AAS
5
Avantax Advisory Services
Texas
$2.85M

Top Sellers

1
RCA
1
Reitz Capital Advisors
Michigan
$768K
2
EWA
2
EP Wealth Advisors
California
$163K
3
Bank of America
3
Bank of America
North Carolina
$9.51M
4
MA
4
Mutual Advisors
Nebraska
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$15.8M 1,500,909 +23,996 +2%
Morgan Stanley
2
Morgan Stanley
New York
$15.8M 1,500,775 +20,249 +1%
Wells Fargo
3
Wells Fargo
California
$13.1M 1,244,792 +166,261 +15%
Bank of America
4
Bank of America
North Carolina
$9.51M 902,264 -84,166 -9%
GC
5
Guggenheim Capital
Illinois
$7.05M 670,329 -51,468 -7%
DADC
6
D.A. Davidson & Co
Montana
$6.89M 653,732 +7,292 +1%
LPL Financial
7
LPL Financial
California
$6.18M 586,703 +5,007 +0.9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.98M 567,504 +13,782 +2%
AAM
9
Advisors Asset Management
Colorado
$5.89M 560,586 -1,732 -0.3%
Ameriprise
10
Ameriprise
Minnesota
$5.08M 482,398 +26,605 +6%
LC
11
Lindbrook Capital
California
$4.13M 392,314 -10,150 -3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.01M 380,423 +23,052 +6%
Cohen & Steers
13
Cohen & Steers
New York
$3.91M 372,278 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3M 284,734 +92,743 +48%
AAS
15
Avantax Advisory Services
Texas
$2.85M 270,818 +44,705 +20%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.84M 269,438 +50,390 +23%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.21M 210,040 -933 -0.4%
AWM
18
Apollon Wealth Management
South Carolina
$2.12M 201,494 +4,453 +2%
HI
19
Harbour Investments
Wisconsin
$1.83M 174,002 +145 +0.1%
CW
20
Connectus Wealth
Ohio
$1.58M 149,675 -15,975 -10%
RJA
21
Raymond James & Associates
Florida
$1.54M 146,465 -6,187 -4%
OC
22
Oppenheimer & Co
New York
$1.53M 145,317 +7,094 +5%
SIC
23
Samalin Investment Counsel
New York
$1.42M 134,442 -16,915 -11%
GBWM
24
Granite Bay Wealth Management
New Hampshire
$1.4M 128,205 +128,205 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.17M 111,325 -1,746 -2%
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