CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

111 hedge funds and large institutions have $172M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
41
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EAM
1
Everstar Asset Management
North Carolina
$1.65M
2
Bank of America
2
Bank of America
North Carolina
$15.3M
3
Wells Fargo
3
Wells Fargo
California
$20.1M
4
CP
4
Creekside Partners
California
$2.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.6M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$21.9M
3
AAM
3
Advisors Asset Management
Colorado
$505K
4
GC
4
Guggenheim Capital
Illinois
$7.45M
5
LPL Financial
5
LPL Financial
California
$6.06M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$21.9M 1,884,949 -303,157 -14%
Wells Fargo
2
Wells Fargo
California
$20.1M 1,725,439 +67,350 +4%
Morgan Stanley
3
Morgan Stanley
New York
$15.6M 1,338,531 +44,072 +3%
Bank of America
4
Bank of America
North Carolina
$15.3M 1,316,019 +114,167 +9%
DADC
5
D.A. Davidson & Co
Montana
$10.4M 891,441 -13,212 -1%
GC
6
Guggenheim Capital
Illinois
$7.45M 639,688 -70,782 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.13M 612,592 -22,384 -4%
LPL Financial
8
LPL Financial
California
$6.06M 520,708 -62,285 -11%
Ameriprise
9
Ameriprise
Minnesota
$5.88M 504,947 +8,647 +2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.31M 455,811 +13,929 +3%
AAS
11
Avantax Advisory Services
Texas
$3.85M 330,899 +23,942 +8%
LC
12
Lindbrook Capital
California
$3.31M 283,978 +10,891 +4%
AWM
13
Apollon Wealth Management
South Carolina
$2.86M 245,418 -2,109 -0.9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.4M 205,974 -2,035 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.29M 196,435 +75 +0%
MSA
16
Marathon Strategic Advisors
Pennsylvania
$2.25M 193,126 +5,377 +3%
HI
17
Harbour Investments
Wisconsin
$2.16M 185,711 -652 -0.3%
CP
18
Creekside Partners
California
$2.12M 182,422 +58,431 +47%
OC
19
Oppenheimer & Co
New York
$1.89M 162,293 +9,925 +7%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$1.71M 146,612 -863 -0.6%
MGWM
21
Marks Group Wealth Management
Minnesota
$1.7M 146,444 +670 +0.5%
RJA
22
Raymond James & Associates
Florida
$1.66M 142,915 -1,571 -1%
EAM
23
Everstar Asset Management
North Carolina
$1.65M 141,464 +141,464 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.5M 128,562 -908 -0.7%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.47M 126,171 +9,252 +8%
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