Calamos Convertible Opportunities and Income Fund
111 hedge funds and large institutions have $146M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
4% more funds holding
Funds holding: 107 → 111 (+4)
6% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 31
0.15% more ownership
Funds ownership: 18.93% → 19.08% (+0.15%)
1% less capital invested
Capital invested by funds: $148M → $146M (-$1.32M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.75M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.17M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$795K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$579K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2M |
| 2 |
Morgan Stanley
New York
|
-$999K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$789K |
| 4 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
-$768K |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$748K |
CHI Hedge Fund Activity: Q4 2023 in Review
111 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2023, worth a combined $146M — down 0.9% from $148M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CHI positions and 12 closed out — a net gain of 6 holders — while 33 added to existing stakes and 31 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.75M. The largest seller was Advisors Asset Management, cutting an estimated $2M.
- 111 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2023, up from 107 in Q3 2023.
- Funds reported $146M of Calamos Convertible Opportunities and Income Fund stock for Q4 2023, down 0.9% quarter-over-quarter.
- 18 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2023 and 12 closed out, a net change of +6 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2023 was Wells Fargo, an estimated $1.75M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2023 was Advisors Asset Management, an estimated $2M sold.
Based on aggregated 13F filings for Q4 2023.