SC
CPZ

Sykon Capital’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Sykon Capital’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
2024
Q3 		– Sell
-10,000
Closed -$153K – 97
2024
Q2 		$153K Buy
+10,000
New +$154K 0.06% 85
2023
Q3 		– Sell
-10,000
Closed -$155K – 58
2023
Q2 		$155K Buy
+10,000
New +$152K 0.11% 46

Other funds holding CPZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sykon Capital's CPZ Position: Q3 2024 in Review

Sykon Capital sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q3 2024, closing a stake of 10,000 shares — an estimated $153K sold.

Sykon Capital first reported a position in CPZ in Q2 2023 and held it in 2 quarters. The position peaked at $155K in Q2 2023. 47 funds tracked by Wall St. Rank hold CPZ as of Q3 2024.

  • Sykon Capital reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q3 2024 after selling out during the quarter.
  • Sykon Capital sold 10,000 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2024, an estimated $153K.
  • Sykon Capital first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2023 and held it in 2 quarters.
  • Sykon Capital's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $155K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2024.

Based on Sykon Capital's 13F filing for Q3 2024, filed 12 Nov 2024.