Calamos Convertible Opportunities and Income Fund
107 hedge funds and large institutions have $148M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 12 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 30
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
0.39% less ownership
Funds ownership: 19.32% → 18.93% (-0.39%)
1% less funds holding
Funds holding: 108 → 107 (-1)
6% less capital invested
Capital invested by funds: $157M → $148M (-$9.93M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.81M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.01M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$549K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$487K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$470K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
-$2.54M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$2.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$917K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$706K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$570K |
CHI Hedge Fund Activity: Q3 2023 in Review
107 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q3 2023, worth a combined $148M — down 6.3% from $157M a quarter earlier.
Fund positioning in CHI was balanced in Q3 2023: 12 funds opened new positions, 12 closed out, 39 added to existing stakes and 30 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.81M. The largest seller was Reitz Capital Advisors, cutting an estimated $2.54M.
- 107 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q3 2023, down from 108 in Q2 2023.
- Funds reported $148M of Calamos Convertible Opportunities and Income Fund stock for Q3 2023, down 6.3% quarter-over-quarter.
- 12 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q3 2023 and 12 closed out, a net change of 0 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q3 2023 was Wells Fargo, an estimated $1.81M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q3 2023 was Reitz Capital Advisors, an estimated $2.54M sold.
Based on aggregated 13F filings for Q3 2023.