CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

42 hedge funds and large institutions have $124M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
13
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
SkyView Investment Advisors
New Jersey
$3.33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.76M
3
AAM
Advisors Asset Management
Colorado
$3.29M
4
Wells Fargo
Wells Fargo
California
$9.05M
5
UBS Group
UBS Group
Switzerland
$15M

Top Sellers

1
MC
Matisse Capital
Oregon
$2.68M
2
RCM
Rivernorth Capital Management
Florida
$12.2M
3
SIA
Sit Investment Associates
Minnesota
$14.1M
4
COLIM
City of London Investment Management
United Kingdom
$505K
5
SWM
SeaCrest Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$310K +$59.2K +2,907 +24%
GC
27
Guggenheim Capital
Illinois
$279K +$279K +13,695 New
Osaic Holdings
28
Osaic Holdings
Arizona
$249K -$66K -3,250 -21%
KAS
29
Kestra Advisory Services
Texas
$249K – – –
SFS
30
Shaker Financial Services
Virginia
$237K -$256K -12,567 -52%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$219K – – –
SC
32
Scotia Capital
Ontario, Canada
$213K +$213K +10,482 New
HI
33
Harbour Investments
Wisconsin
$81K +$81K +3,965 New
SIC
34
Salem Investment Counselors
North Carolina
$31K – – –
FIA
35
FNY Investment Advisers
New York
$30K +$30K +1,500 New
TVWM
36
Tower View Wealth Management
Wisconsin
$20K +$20K +1,000 New
PGAM
37
Princeton Global Asset Management
New Jersey
$16K – – –
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$13.1K +$13.1K +645 New
Bank of America
39
Bank of America
North Carolina
$9K – – –
TRCT
40
Tower Research Capital (TRC)
New York
$9K +$9K +425 New
Citigroup
41
Citigroup
New York
$1K -$10.6K -596 -91%
SWM
42
SeaCrest Wealth Management
New York
– -$1.34M -64,244 Closed
CA
43
Cornerstone Advisors
North Carolina
– -$793K -38,100 Closed
VF
44
Virtu Financial
New York
– -$345K -16,588 Closed
AWA
45
Arkadios Wealth Advisors
Georgia
– -$174K -8,402 Closed
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
– -$29K -1,396 Closed
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