CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

32 hedge funds and large institutions have $103M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
14
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$19.5M
2
SIA
Sit Investment Associates
Minnesota
$3.25M
3
MC
Matisse Capital
Oregon
$7.77M
4
COLIM
City of London Investment Management
United Kingdom
$8.27M
5
UBS Group
UBS Group
Switzerland
$12.1M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$3.52M
2
Wells Fargo
Wells Fargo
California
$3.78M
3
BRWA
B. Riley Wealth Advisors
Florida
$0
4
DADC
D.A. Davidson & Co
Montana
$0
5
BCM
Birch Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$185K +$185K +10,600 New
AWA
27
Arkadios Wealth Advisors
Georgia
$142K +$142K +8,176 New
FIA
28
FNY Investment Advisers
New York
$70K +$70K +4,041 New
SIC
29
Salem Investment Counselors
North Carolina
$26K +$26K +1,500 New
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$20K -$16.5K -900 -45%
Bank of America
31
Bank of America
North Carolina
$7K – – –
Citigroup
32
Citigroup
New York
$3K +$2.1K +137 +232%
BRWA
33
B. Riley Wealth Advisors
Florida
– -$255K -17,500 Closed
DADC
34
D.A. Davidson & Co
Montana
– -$214K -14,700 Closed
BCM
35
Birch Capital Management
Texas
– -$41K -2,799 Closed
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