CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

109 hedge funds and large institutions have $162M invested in Calamos Convertible Opportunities and Income Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
34
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.1M
2
MSA
2
Marathon Strategic Advisors
Pennsylvania
$1.88M
3
Wells Fargo
3
Wells Fargo
California
$14.7M
4
LCM
4
Landscape Capital Management
New Jersey
$1.18M
5
DADC
5
D.A. Davidson & Co
Montana
$7.57M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$3.79M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
RCA
3
Reitz Capital Advisors
Michigan
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
LPL Financial
5
LPL Financial
California
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.1M 2,807,596 +1,306,821 +87%
UBS Group
2
UBS Group
Switzerland
$15.9M 1,532,465 +31,556 +2%
Wells Fargo
3
Wells Fargo
California
$14.7M 1,415,190 +170,398 +14%
Bank of America
4
Bank of America
North Carolina
$9.85M 950,795 +48,531 +5%
DADC
5
D.A. Davidson & Co
Montana
$7.57M 730,943 +77,211 +12%
GC
6
Guggenheim Capital
Illinois
$7.53M 726,535 +56,206 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.09M 587,814 +20,310 +4%
LPL Financial
8
LPL Financial
California
$5.51M 531,477 -55,226 -9%
Ameriprise
9
Ameriprise
Minnesota
$4.47M 431,199 -51,199 -11%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$4.45M 429,360 +48,937 +13%
Cohen & Steers
11
Cohen & Steers
New York
$3.86M 372,278 – –
AAM
12
Advisors Asset Management
Colorado
$3.79M 365,943 -194,643 -35%
LC
13
Lindbrook Capital
California
$3.76M 362,946 -29,368 -7%
AAS
14
Avantax Advisory Services
Texas
$2.84M 274,420 +3,602 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.71M 261,549 -23,185 -8%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.62M 252,512 -16,926 -6%
AWM
17
Apollon Wealth Management
South Carolina
$2.37M 228,964 +27,470 +14%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.17M 208,977 -1,063 -0.5%
MSA
19
Marathon Strategic Advisors
Pennsylvania
$1.88M 181,414 +181,414 New
HI
20
Harbour Investments
Wisconsin
$1.86M 179,486 +5,484 +3%
CW
21
Connectus Wealth
Ohio
$1.55M 149,675 – –
OC
22
Oppenheimer & Co
New York
$1.51M 145,410 +93 +0.1%
RJA
23
Raymond James & Associates
Florida
$1.47M 142,223 -4,242 -3%
GBWM
24
Granite Bay Wealth Management
New Hampshire
$1.32M 128,205 – –
LCM
25
Landscape Capital Management
New Jersey
$1.18M 113,567 +113,567 New
1
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