CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

49 hedge funds and large institutions have $86.7M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$3.64M
2
Wells Fargo
Wells Fargo
California
$8.52M
3
AC
Almitas Capital
California
$1.37M
4
AA
AQR Arbitrage
Connecticut
$702K
5
LSC
Logan Stone Capital
Illinois
$1.05M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$4.5M
2
UBS Group
UBS Group
Switzerland
$6.34M
3
SC
Scotia Capital
Ontario, Canada
$0
4
Morgan Stanley
Morgan Stanley
New York
$15.7M
5
SPC
Sigma Planning Corp
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$537K +$70K +4,525 +15%
SIA
27
SkyView Investment Advisors
New Jersey
$510K +$4.05K +243 +0.8%
WS
28
Wedbush Securities
California
$495K +$34.1K +2,202 +7%
OIA
29
Optimum Investment Advisors
Illinois
$440K -$32.3K -2,090 -7%
COLIM
30
City of London Investment Management
United Kingdom
$336K – – –
CAN
31
Cetera Advisor Networks
California
$313K +$30.1K +1,944 +11%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$293K – – –
AW
33
Atlas Wealth
Ohio
$286K +$90.3K +5,759 +46%
LCM
34
Landscape Capital Management
New Jersey
$284K +$74.9K +4,841 +36%
CAM
35
Cresset Asset Management
Illinois
$275K +$275K +17,778 New
DADC
36
D.A. Davidson & Co
Montana
$268K – – –
CWM
37
Calamos Wealth Management
Illinois
$246K – – –
CAL
38
Capital Analysts LLC
Pennsylvania
$219K -$82.6K -5,337 -27%
WAM
39
Weiss Asset Management
Massachusetts
$201K +$201K +12,966 New
SLWA
40
San Luis Wealth Advisors
California
$191K – – –
NA
41
NewEdge Advisors
Louisiana
$170K +$170K +10,993 New
SC
42
Sykon Capital
New York
$155K +$155K +10,000 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$131K +$32.5K +2,100 +33%
EC
44
Elequin Capital
New York
$127K +$77.4K +5,005 +157%
FCAG
45
First Capital Advisors Group
New Jersey
$104K +$104K +6,719 New
HI
46
Harbour Investments
Wisconsin
$71.6K – – –
SIC
47
Salem Investment Counselors
North Carolina
$23.2K – – –
RCM
48
Raleigh Capital Management
North Carolina
$9.28K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$2.26K +$2.26K +146 New
SC
50
Scotia Capital
Ontario, Canada
– -$255K -16,495 Closed
1
2
3