Calamos Convertible Opportunities and Income Fund
114 hedge funds and large institutions have $173M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
27% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 33
4% more funds holding
Funds holding: 110 → 114 (+4)
0.52% less ownership
Funds ownership: 20.57% → 20.05% (-0.52%)
3% less capital invested
Capital invested by funds: $177M → $173M (-$4.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.31M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$774K |
| 3 |
CP
Creekside Partners
Petaluma,
California
|
+$671K |
| 4 |
Morgan Stanley
New York
|
+$506K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$4.34M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.48M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$815K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$813K |
| 5 |
LPL Financial
San Diego,
California
|
-$715K |
CHI Hedge Fund Activity: Q3 2024 in Review
114 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q3 2024, worth a combined $173M — down 2.5% from $177M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CHI positions and 5 closed out — a net gain of 7 holders — while 42 added to existing stakes and 33 trimmed.
The largest buyer was Bank of America, adding an estimated $1.31M. The largest seller was Cohen & Steers, exiting entirely with an estimated $4.34M sold.
- 114 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q3 2024, up from 110 in Q2 2024.
- Funds reported $173M of Calamos Convertible Opportunities and Income Fund stock for Q3 2024, down 2.5% quarter-over-quarter.
- 12 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q3 2024 and 5 closed out, a net change of +7 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q3 2024 was Bank of America, an estimated $1.31M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q3 2024 was Cohen & Steers, an estimated $4.34M sold.
Based on aggregated 13F filings for Q3 2024.