CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

56 hedge funds and large institutions have $84M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
$4.55M
2
SCM
Saba Capital Management
New York
$1.46M
3
SFS
Shaker Financial Services
Virginia
$3.96M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.32M
5
LSC
Logan Stone Capital
Illinois
$594K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$7.32M
2
Wells Fargo
Wells Fargo
California
$7.59M
3
Morgan Stanley
Morgan Stanley
New York
$15.2M
4
WP
WealthSource Partners
California
$0
5
RCM
Rivernorth Capital Management
Florida
$4.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
26
SkyView Investment Advisors
New Jersey
$462K +$2.05K +135 +0.4%
OIA
27
Optimum Investment Advisors
Illinois
$444K -$5.94K -391 -1%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$323K +$323K +21,255 New
LCM
29
Landscape Capital Management
New Jersey
$317K +$317K +20,864 New
CAL
30
Capital Analysts LLC
Pennsylvania
$296K -$146K -9,644 -33%
DADC
31
D.A. Davidson & Co
Montana
$286K -$11.3K -742 -4%
Jane Street
32
Jane Street
New York
$284K +$284K +18,722 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$277K +$75.9K +5,000 +38%
EC
34
Elequin Capital
New York
$246K +$246K +16,163 New
SC
35
Scotia Capital
Ontario, Canada
$245K -$10.4K -682 -4%
CWM
36
Calamos Wealth Management
Illinois
$241K – – –
RIA
37
Realta Investment Advisors
Delaware
$229K -$68.8K -4,527 -23%
CAN
38
Cetera Advisor Networks
California
$205K -$186K -12,246 -48%
LPL Financial
39
LPL Financial
California
$196K +$196K +12,903 New
AW
40
Atlas Wealth
Ohio
$190K +$190K +12,500 New
SLWA
41
San Luis Wealth Advisors
California
$187K -$91.6K -6,041 -33%
AC
42
Almitas Capital
California
$173K +$173K +11,408 New
AIP
43
Ahrens Investment Partners
Louisiana
$171K +$4.54K +299 +3%
WAM
44
Weiss Asset Management
Massachusetts
$167K +$167K +10,962 New
SPC
45
Sigma Planning Corp
Michigan
$159K -$1.52K -100 -0.9%
SF
46
Synovus Financial
Georgia
$155K – – –
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$81.5K +$78.5K +5,165 +2,583%
HI
48
Harbour Investments
Wisconsin
$70.3K -$12.9K -850 -16%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$64K +$58.2K +3,843 +1,001%
SIC
50
Salem Investment Counselors
North Carolina
$23K – – –
1
2
3