CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

46 hedge funds and large institutions have $79M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.8M
2
AAM
2
Advisors Asset Management
Colorado
$7.45M
3
Wells Fargo
3
Wells Fargo
California
$8.82M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.01M
5
GC
5
Guggenheim Capital
Illinois
$833K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$5.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$16M
3
UBS Group
3
UBS Group
Switzerland
$9.47M
4
SFS
4
Shaker Financial Services
Virginia
$2.51M
5
SIA
5
SkyView Investment Advisors
New Jersey
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
COLIM
26
City of London Investment Management
United Kingdom
$305K – – –
RIA
27
Realta Investment Advisors
Delaware
$294K +$24.1K +1,608 +9%
DADC
28
D.A. Davidson & Co
Montana
$292K -$59.8K -4,000 -17%
SLWA
29
San Luis Wealth Advisors
California
$275K +$9.34K +624 +4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$269K +$58K +3,877 +28%
SC
31
Scotia Capital
Ontario, Canada
$251K +$942 +63 +0.4%
CWM
32
Calamos Wealth Management
Illinois
$237K – – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$198K +$14.9K +1,000 +8%
CA
34
Cornerstone Advisors
North Carolina
$182K +$182K +12,200 New
AIP
35
Ahrens Investment Partners
Louisiana
$163K -$716 -48 -0.4%
SPC
36
Sigma Planning Corp
Michigan
$158K +$158K +10,600 New
TCFP
37
Treasure Coast Financial Planning
Florida
$155K – – –
SF
38
Synovus Financial
Georgia
$153K +$153K +10,219 New
MA
39
MUFG Americas
New York
$150K +$150K +10,000 New
Bank of America
40
Bank of America
North Carolina
$140K +$75.1K +5,000 +116%
HI
41
Harbour Investments
Wisconsin
$90K – – –
SIC
42
Salem Investment Counselors
North Carolina
$22K – – –
RCM
43
Raleigh Capital Management
North Carolina
$9K – – –
EIP
44
Ellis Investment Partners
Pennsylvania
$8K +$193 +13 +2%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$6K +$6K +384 New
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$3K +$3K +200 New
LCM
47
Landscape Capital Management
New Jersey
– -$201K -12,173 Closed
CA
48
CoreCap Advisors
Michigan
– -$19K -1,170 Closed
SWM
49
SeaCrest Wealth Management
New York
– -$16K -958 Closed
US Bancorp
50
US Bancorp
Minnesota
– -$15K -900 Closed
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