CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

107 hedge funds and large institutions have $176M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$25.5M
2
MSA
2
Marathon Strategic Advisors
Pennsylvania
$2.19M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.72M
4
Bank of America
4
Bank of America
North Carolina
$14M
5
CP
5
Creekside Partners
California
$1.44M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.51M
2
LC
2
Lindbrook Capital
California
$3.18M
3
AAM
3
Advisors Asset Management
Colorado
$1.33M
4
BPA
4
Beacon Pointe Advisors
California
$145K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$25.5M 2,188,106 +644,673 +42%
Wells Fargo
2
Wells Fargo
California
$19.3M 1,658,089 +97,509 +6%
Morgan Stanley
3
Morgan Stanley
New York
$15.1M 1,294,459 -36,351 -3%
Bank of America
4
Bank of America
North Carolina
$14M 1,201,852 +143,213 +14%
DADC
5
D.A. Davidson & Co
Montana
$10.5M 904,653 +62,650 +7%
GC
6
Guggenheim Capital
Illinois
$8.28M 710,470 +10,541 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.39M 634,976 +29,062 +5%
LPL Financial
8
LPL Financial
California
$6.79M 582,993 +12,513 +2%
Ameriprise
9
Ameriprise
Minnesota
$5.82M 496,300 +570 +0.1%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.14M 441,882 +11,948 +3%
Cohen & Steers
11
Cohen & Steers
New York
$4.34M 372,278 – –
AAS
12
Avantax Advisory Services
Texas
$3.57M 306,957 +10,763 +4%
LC
13
Lindbrook Capital
California
$3.18M 273,087 -83,444 -23%
AWM
14
Apollon Wealth Management
South Carolina
$2.88M 247,527 +2,240 +0.9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.42M 208,009 -1,801 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.29M 196,360 -6,953 -3%
MSA
17
Marathon Strategic Advisors
Pennsylvania
$2.19M 187,749 +187,749 New
HI
18
Harbour Investments
Wisconsin
$2.17M 186,363 +6,079 +3%
OC
19
Oppenheimer & Co
New York
$1.77M 152,368 -1,092 -0.7%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$1.72M 147,475 +147,475 New
MGWM
21
Marks Group Wealth Management
Minnesota
$1.7M 145,774 +51,876 +55%
RJA
22
Raymond James & Associates
Florida
$1.68M 144,486 -994 -0.7%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.51M 129,470 -135,282 -51%
CP
24
Creekside Partners
California
$1.44M 123,991 +123,991 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.36M 116,919 -19,692 -14%
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