CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

44 hedge funds and large institutions have $89.4M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$3.47M
2
AAM
Advisors Asset Management
Colorado
$7.62M
3
RCM
Rivernorth Capital Management
Florida
$9.47M
4
WP
WealthSource Partners
California
$1.07M
5
Osaic Holdings
Osaic Holdings
Arizona
$350K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.62M
2
SIA
Sit Investment Associates
Minnesota
$11.8M
3
Morgan Stanley
Morgan Stanley
New York
$18.7M
4
Wells Fargo
Wells Fargo
California
$9.31M
5
SIA
SkyView Investment Advisors
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
26
Realta Investment Advisors
Delaware
$296K +$296K +18,026 New
SLWA
27
San Luis Wealth Advisors
California
$293K +$3.65K +221 +1%
SC
28
Scotia Capital
Ontario, Canada
$276K -$1.11K -67 -0.4%
CWM
29
Calamos Wealth Management
Illinois
$262K – – –
KAS
30
Kestra Advisory Services
Texas
$247K +$28.8K +1,750 +13%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$232K -$27.9K -1,694 -11%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$201K – – –
LCM
33
Landscape Capital Management
New Jersey
$201K +$201K +12,173 New
AIP
34
Ahrens Investment Partners
Louisiana
$181K +$2.67K +162 +1%
TCFP
35
Treasure Coast Financial Planning
Florida
$172K +$172K +10,401 New
Invesco
36
Invesco
Georgia
$172K +$172K +10,405 New
HI
37
Harbour Investments
Wisconsin
$90K +$90K +5,480 New
Bank of America
38
Bank of America
North Carolina
$71K – – –
SIC
39
Salem Investment Counselors
North Carolina
$25K – – –
CA
40
CoreCap Advisors
Michigan
$19K +$19K +1,170 New
SWM
41
SeaCrest Wealth Management
New York
$16K +$16K +958 New
US Bancorp
42
US Bancorp
Minnesota
$15K +$15K +900 New
RCM
43
Raleigh Capital Management
North Carolina
$10K +$1.5K +90 +18%
EIP
44
Ellis Investment Partners
Pennsylvania
$8K +$183 +12 +2%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
– -$23.5K -1,155 Closed
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