CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

106 hedge funds and large institutions have $160M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
39
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.7M
2
DADC
2
D.A. Davidson & Co
Montana
$9.56M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.55M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
AAM
2
Advisors Asset Management
Colorado
$2.23M
3
MSA
3
Marathon Strategic Advisors
Pennsylvania
$0
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$17.7M 1,560,580 +145,390 +10%
UBS Group
2
UBS Group
Switzerland
$17.5M 1,543,433 +10,968 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$15.1M 1,330,810 -1,476,786 -53%
Bank of America
4
Bank of America
North Carolina
$12M 1,058,639 +107,844 +11%
DADC
5
D.A. Davidson & Co
Montana
$9.56M 842,003 +111,060 +15%
GC
6
Guggenheim Capital
Illinois
$7.94M 699,929 -26,606 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.88M 605,914 +18,100 +3%
LPL Financial
8
LPL Financial
California
$6.47M 570,480 +39,003 +7%
Ameriprise
9
Ameriprise
Minnesota
$5.63M 495,730 +64,531 +15%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$4.88M 429,934 +574 +0.1%
Cohen & Steers
11
Cohen & Steers
New York
$4.23M 372,278 – –
LC
12
Lindbrook Capital
California
$4.05M 356,531 -6,415 -2%
AAS
13
Avantax Advisory Services
Texas
$3.36M 296,194 +21,774 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$3M 264,752 +12,240 +5%
AWM
15
Apollon Wealth Management
South Carolina
$2.78M 245,287 +16,323 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.38M 209,810 +833 +0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.31M 203,313 -58,236 -22%
AAM
18
Advisors Asset Management
Colorado
$2.23M 196,560 -169,383 -46%
HI
19
Harbour Investments
Wisconsin
$2.05M 180,284 +798 +0.4%
OC
20
Oppenheimer & Co
New York
$1.74M 153,460 +8,050 +6%
CW
21
Connectus Wealth
Ohio
$1.7M 149,975 +300 +0.2%
RJA
22
Raymond James & Associates
Florida
$1.65M 145,480 +3,257 +2%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.55M 136,611 +87,976 +181%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.3M 114,871 +11,958 +12%
SIC
25
Samalin Investment Counsel
New York
$1.15M 101,103 -9,683 -9%
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