CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

48 hedge funds and large institutions have $87.9M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
22
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$5.93M
2
Cohen & Steers
Cohen & Steers
New York
$1.41M
3
UBS Group
UBS Group
Switzerland
$7.17M
4
AA
AQR Arbitrage
Connecticut
$1.58M
5
SIA
Sit Investment Associates
Minnesota
$12.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$6.18M
2
SFS
Shaker Financial Services
Virginia
$1.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.71M
4
CA
Cornerstone Advisors
North Carolina
$2.53M
5
LCM
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$657K +$26.6K +1,800 +4%
KAS
27
Kestra Advisory Services
Texas
$652K +$60K +4,055 +10%
WS
28
Wedbush Securities
California
$464K -$9.25K -625 -2%
SIA
29
SkyView Investment Advisors
New Jersey
$453K – – –
Invesco
30
Invesco
Georgia
$419K -$133K -8,976 -24%
OIA
31
Optimum Investment Advisors
Illinois
$409K -$10.9K -739 -3%
COLIM
32
City of London Investment Management
United Kingdom
$320K – – –
CAN
33
Cetera Advisor Networks
California
$306K +$6.27K +424 +2%
AW
34
Atlas Wealth
Ohio
$285K +$15.3K +1,035 +6%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$251K -$29.6K -2,000 -11%
Comerica Bank
36
Comerica Bank
Texas
$240K +$240K +16,208 New
CWM
37
Calamos Wealth Management
Illinois
$235K – – –
DADC
38
D.A. Davidson & Co
Montana
$219K -$37K -2,500 -14%
SLWA
39
San Luis Wealth Advisors
California
$182K – – –
NA
40
NewEdge Advisors
Louisiana
$177K +$14.6K +989 +9%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$149K +$23.7K +1,600 +19%
CAL
42
Capital Analysts LLC
Pennsylvania
$66K -$145K -9,715 -69%
HI
43
Harbour Investments
Wisconsin
$52.6K -$15.9K -1,075 -23%
SIC
44
Salem Investment Counselors
North Carolina
$17K -$5.18K -350 -23%
RCM
45
Raleigh Capital Management
North Carolina
$8.87K – – –
TRCT
46
Tower Research Capital (TRC)
New York
$2.47K +$311 +21 +14%
EC
47
Elequin Capital
New York
$2.32K -$119K -8,026 -98%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$15 +$15 +1 New
LCM
49
Landscape Capital Management
New Jersey
– -$284K -18,354 Closed
CAM
50
Cresset Asset Management
Illinois
– -$275K -17,778 Closed
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