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CHI

Calamos Convertible Opportunities and Income Fund
CHI

126 hedge funds and large institutions have $185M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

11% more funds holding

Funds holding: 114 → 126 (+12)

7% more capital invested

Capital invested by funds: $173M → $185M (+$12.6M)

0.82% more ownership

Funds ownership: 20.15% → 20.97% (+0.82%)

Holders
126
Holders Change
+12
Holders Change %
+10.53%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
42
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.45M
2
CP
Creekside Partners
California
+$767K
3
Bank of America
Bank of America
North Carolina
+$642K
4
Osaic Holdings
Osaic Holdings
Arizona
+$618K
5
CW
CreativeOne Wealth
Kansas
+$600K

Top Sellers

1
LC
Lindbrook Capital
California
-$1.09M
2
IAIM
International Assets Investment Management
Florida
-$824K
3
SA
Sanctuary Advisors
Indiana
-$643K
4
AAM
Advisors Asset Management
Colorado
-$505K
5
CA
Calton & Associates
Florida
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$22.3M -$165K -13,941 -0.7%
Wells Fargo
2
Wells Fargo
California
$21.2M +$559K +47,099 +3%
Morgan Stanley
3
Morgan Stanley
New York
$16.4M +$408K +34,419 +3%
Bank of America
4
Bank of America
North Carolina
$16.4M +$642K +54,114 +4%
DADC
5
D.A. Davidson & Co
Montana
$10.9M +$219K +18,416 +2%
GC
6
Guggenheim Capital
Illinois
$9.09M +$1.45M +121,982 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.33M +$13.8K +1,165 +0.2%
LPL Financial
8
LPL Financial
California
$6.12M -$101K -8,535 -2%
Ameriprise
9
Ameriprise
Minnesota
$5.97M -$61K -5,144 -1%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.61M +$163K +13,764 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$4.09M +$4.06M +342,247 New
AAS
12
Avantax Advisory Services
Texas
$4.06M +$107K +9,000 +3%
AWM
13
Apollon Wealth Management
South Carolina
$2.98M +$53.2K +4,485 +2%
CP
14
Creekside Partners
California
$2.95M +$767K +64,648 +35%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.46M +$112K +9,455 +5%
MSA
16
Marathon Strategic Advisors
Pennsylvania
$2.37M +$65.7K +5,532 +3%
LC
17
Lindbrook Capital
California
$2.29M -$1.09M -91,825 -32%
HI
18
Harbour Investments
Wisconsin
$2.27M +$55.7K +4,696 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.16M +$618K +52,071 +41%
OC
20
Oppenheimer & Co
New York
$1.99M +$50.6K +4,265 +3%
MGWM
21
Marks Group Wealth Management
Minnesota
$1.75M – – –
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$1.74M -$8.15K -687 -0.5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.64M +$132K +11,081 +9%
EAM
24
Everstar Asset Management
North Carolina
$1.62M -$64.7K -5,455 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.35M +$86K +7,244 +7%
1
2 3 4 5

CHI Hedge Fund Activity: Q4 2024 in Review

126 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2024, worth a combined $185M — up 7.3% from $173M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CHI positions and 7 closed out — a net gain of 14 holders — while 42 added to existing stakes and 33 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.45M. The largest seller was Lindbrook Capital, cutting an estimated $1.09M.

  • 126 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2024, up from 114 in Q3 2024.
  • Funds reported $185M of Calamos Convertible Opportunities and Income Fund stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 21 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2024 and 7 closed out, a net change of +14 holders.
  • The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.45M added.
  • The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2024 was Lindbrook Capital, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2024.