SkyView Investment Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

SkyView Investment Advisors’s Portfolio CPZ Stock Details CPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-30,641	Closed	-$453K	–	226
2023 Q3	$453K	Hold	30,641	–	–	0.18%	156
2023 Q2	$510K	Buy	30,641 +243	+0.8%	+$3.69K	0.13%	213
2023 Q1	$470K	Hold	30,398	–	–	0.11%	230
2022 Q4	$462K	Buy	30,398 +135	+0.4%	+$2.1K	0.14%	222
2022 Q3	$453K	Sell	30,263 -38,639	-56%	-$659K	0.13%	241
2022 Q2	$1.14M	Sell	68,902 -6,530	-9%	-$118K	0.3%	99
2022 Q1	$1.54M	Sell	75,432 -81,523	-52%	-$1.65M	0.36%	71
2021 Q4	$3.06M	Sell	156,955 -6,539	-4%	-$131K	0.69%	31
2021 Q3	$3.33M	Buy	+163,494	New	+$3.3M	0.94%	22

Other funds holding CPZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

SkyView Investment Advisors's CPZ Position: Q4 2023 in Review

SkyView Investment Advisors sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2023, closing a stake of 30,641 shares — an estimated $453K sold.

SkyView Investment Advisors first reported a position in CPZ in Q3 2021 and held it in 9 quarters. The position peaked at $3.33M in Q3 2021. 49 funds tracked by Wall St. Rank hold CPZ as of Q4 2023.

SkyView Investment Advisors reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q4 2023 after selling out during the quarter.
SkyView Investment Advisors sold 30,641 Calamos Long/Short Equity & Dynamic Income Trust shares in Q4 2023, an estimated $453K.
SkyView Investment Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2021 and held it in 9 quarters.
SkyView Investment Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $3.33M in Q3 2021.
49 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.