CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

122 hedge funds and large institutions have $184M invested in Calamos Convertible Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+11
Holders Change %
+9.91%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
40
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$4.09M
2
GC
2
Guggenheim Capital
Illinois
$9.09M
3
GC
3
Grange Capital
Oregon
$942K
4
TWPM
4
Total Wealth Planning & Management
Florida
$903K
5
CP
5
Creekside Partners
California
$2.95M

Top Sellers

1
LC
1
Lindbrook Capital
California
$2.29M
2
IAIM
2
International Assets Investment Management
Florida
$151K
3
SA
3
Sanctuary Advisors
Indiana
$428K
4
AAM
4
Advisors Asset Management
Colorado
$0
5
CA
5
Calton & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$22.3M 1,871,008 -13,941 -0.7%
Wells Fargo
2
Wells Fargo
California
$21.2M 1,772,538 +47,099 +3%
Morgan Stanley
3
Morgan Stanley
New York
$16.4M 1,372,950 +34,419 +3%
Bank of America
4
Bank of America
North Carolina
$16.4M 1,370,133 +54,114 +4%
DADC
5
D.A. Davidson & Co
Montana
$10.9M 909,857 +18,416 +2%
GC
6
Guggenheim Capital
Illinois
$9.09M 761,670 +121,982 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.33M 613,757 +1,165 +0.2%
LPL Financial
8
LPL Financial
California
$6.12M 512,173 -8,535 -2%
Ameriprise
9
Ameriprise
Minnesota
$5.97M 499,803 -5,144 -1%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.61M 469,575 +13,764 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$4.09M 342,247 +342,247 New
AAS
12
Avantax Advisory Services
Texas
$4.06M 339,899 +9,000 +3%
AWM
13
Apollon Wealth Management
South Carolina
$2.98M 249,903 +4,485 +2%
CP
14
Creekside Partners
California
$2.95M 247,070 +64,648 +35%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.46M 205,890 +9,455 +5%
MSA
16
Marathon Strategic Advisors
Pennsylvania
$2.37M 198,658 +5,532 +3%
LC
17
Lindbrook Capital
California
$2.29M 192,153 -91,825 -32%
HI
18
Harbour Investments
Wisconsin
$2.27M 190,407 +4,696 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.16M 180,633 +52,071 +41%
OC
20
Oppenheimer & Co
New York
$1.99M 166,558 +4,265 +3%
MGWM
21
Marks Group Wealth Management
Minnesota
$1.75M 146,444 – –
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$1.74M 145,925 -687 -0.5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.64M 137,252 +11,081 +9%
EAM
24
Everstar Asset Management
North Carolina
$1.62M 136,009 -5,455 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.35M 112,940 +7,244 +7%
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