CPZ

Calamos Long/Short Equity & Dynamic Income Trust

49 hedge funds and large institutions have $110M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$628K -$8.97K -621 -1%
PAG
27
Private Advisor Group
New Jersey
$624K -$18.1K -1,250 -3%
AWS
28
Atria Wealth Solutions
New York
$591K -$89.6K -6,202 -13%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$430K -$242K -16,753 -36%
WS
30
Wedbush Securities
California
$416K -$37.1K -2,569 -8%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$347K +$102K +7,090 +42%
Comerica Bank
32
Comerica Bank
Texas
$311K +$76.8K +5,314 +33%
MC
33
Matisse Capital
Oregon
$280K +$280K +19,411 New
CAN
34
Cetera Advisor Networks
California
$273K -$26.1K -1,807 -9%
NA
35
NewEdge Advisors
Louisiana
$194K +$16.8K +1,137 +9%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$193K +$47.7K +3,300 +33%
OIA
37
Optimum Investment Advisors
Illinois
$186K -$214K -14,783 -53%
BCM
38
Brookstone Capital Management
Illinois
$176K +$176K +12,156 New
SLWA
39
San Luis Wealth Advisors
California
$171K -$7.23K -500 -4%
KACA
40
Kayne Anderson Capital Advisors
California
$171K +$171K +11,800 New
Jane Street
41
Jane Street
New York
$154K +$154K +10,644 New
Nomura Holdings
42
Nomura Holdings
Japan
$152K +$152K +10,550 New
CWM
43
Calamos Wealth Management
Illinois
$151K -$78K -5,400 -34%
EC
44
Elequin Capital
New York
$131K +$128K +8,879 +5,655%
HI
45
Harbour Investments
Wisconsin
$51.4K
CAL
46
Capital Analysts LLC
Pennsylvania
$50K -$14K -971 -22%
SIC
47
Salem Investment Counselors
North Carolina
$16.8K
GI
48
Gradient Investments
Minnesota
$14.5K +$14.5K +1,000 New
RCM
49
Raleigh Capital Management
North Carolina
$4.34K -$4.34K -300 -50%
SIA
50
SkyView Investment Advisors
New Jersey
-$453K -30,641 Closed