Calamos Convertible Opportunities and Income Fund
109 hedge funds and large institutions have $161M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 14 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 30
1% less capital invested
Capital invested by funds: $162M → $161M (-$1.08M)
1.97% less ownership
Funds ownership: 21.15% → 19.18% (-2%)
3% less funds holding
Funds holding: 112 → 109 (-3)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.58M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.21M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.17M |
| 4 |
Rockefeller Capital Management
New York
|
+$958K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$792K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16.1M |
| 2 |
MSA
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
-$1.88M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.84M |
| 4 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$1.32M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.18M |
CHI Hedge Fund Activity: Q1 2024 in Review
109 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q1 2024, worth a combined $161M — down 0.66% from $162M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CHI and 12 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 40 added.
The largest buyer was Wells Fargo, adding an estimated $1.58M. The largest seller was Morgan Stanley, cutting an estimated $16.1M.
- 109 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q1 2024, down from 112 in Q4 2023.
- Funds reported $161M of Calamos Convertible Opportunities and Income Fund stock for Q1 2024, down 0.66% quarter-over-quarter.
- 12 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q1 2024 and 14 closed out, a net change of -2 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q1 2024 was Wells Fargo, an estimated $1.58M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2024.