Calamos Convertible Opportunities & Income Fund CHI
We take great care to ensure that the data presented and summarized in this overview for CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CHI
View all-
Ubs Group Ag1.88MShares$22.2 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA1.73MShares$20.3 Million0.0% of portfolio
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Morgan Stanley New York, NY1.34MShares$15.8 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC1.32MShares$15.5 Million0.0% of portfolio
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D.A. Davidson & Co.891KShares$10.5 Million0.09% of portfolio
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Guggenheim Capital LLC Chicago, IL640KShares$7.54 Million0.05% of portfolio
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Commonwealth Equity Services, LLC613KShares$7.22 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC521KShares$6.14 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN505KShares$5.95 Million0.0% of portfolio
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Baird Financial Group, Inc. Milwaukee, WI456KShares$5.37 Million0.01% of portfolio
Latest Institutional Activity in CHI
Top Purchases
Top Sells
About CHI
Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated Ba or lower by Moody's or BB or lower by Standard & Poor's. The fund employs both fundamental and quantitative analysis with a focus on such factors as financial soundness, ability to make interest and dividend payments, earnings and cash-flow forecast, and quality of management to create its portfolio. Calamos Convertible Opportunities and Income Fund was formed on April 17, 2002 and is domiciled in the United States.
Insider Transactions at CHI
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Sep 09
2024
|
Met Life Investment Management, LLC |
BUY
Open market or private purchase
|
Indirect |
840,000
+50.0%
|
$21,000,000
$25.0 P/Share
|
Feb 16
2024
|
Mark Mickey Chief Compliance Officer |
SELL
Open market or private sale
|
Direct |
500
-33.33%
|
$5,500
$11.06 P/Share
|
May 31
2023
|
Mark Mickey Chief Compliance Officer |
BUY
Open market or private purchase
|
Direct |
500
+25.0%
|
$4,500
$9.95 P/Share
|
May 24
2022
|
Met Life Investment Management, LLC |
BUY
Open market or private purchase
|
Indirect |
680,000
+50.0%
|
$17,000,000
$25.0 P/Share
|
Dec 18
2020
|
Mark Mickey Chief Compliance Officer |
BUY
Open market or private purchase
|
Direct |
1,000
+50.0%
|
$13,000
$13.56 P/Share
|
Last 12 Months Summary
Open market or private purchase | 840K shares |
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Open market or private sale | 500 shares |
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