CPZ
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
CPZ
34 hedge funds and large institutions have $134M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
18
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $217K | +$217K | +10,750 | New |
|
|
DADC
27
D.A. Davidson & Co
Great Falls,
Montana
| $214K | +$214K | +10,600 | New |
|
|
CAL
28
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $190K | +$190K | +9,417 | New |
|
|
AWA
29
Arkadios Wealth Advisors
Atlanta,
Georgia
| $167K | +$2.44K | +121 | +1% |
|
|
FIA
30
FNY Investment Advisers
New York
| $151K | +$70.2K | +3,514 | +87% |
|
|
SIC
31
Salem Investment Counselors
Winston Salem,
North Carolina
| $30K | – | – | – |
|
|
BBPWM
32
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $30K | +$7.63K | +372 | +34% |
|
33
Citigroup
New York
| $12K | +$8.13K | +411 | +210% |
|
34
Bank of America
Charlotte,
North Carolina
| $9K | – | – | – |
|
|
GSEP
35
Golden State Equity Partners
South Coast Metro,
California
| – | -$218K | -12,500 | Closed |
|
36
Millennium Management
New York
| – | -$190K | -10,888 | Closed |
|
|
RJFSA
37
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$185K | -10,600 | Closed |
|