CPZ

Calamos Long/Short Equity & Dynamic Income Trust

53 hedge funds and large institutions have $103M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$583K -$47.8K -3,100 -8%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$487K +$28.8K +1,866 +6%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$445K +$239K +15,499 +116%
AWM
29
Avior Wealth Management
Nebraska
$414K +$414K +26,860 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$395K +$23.6K +1,528 +6%
Ameriprise
31
Ameriprise
Minnesota
$393K +$393K +25,481 New
SFS
32
Shaker Financial Services
Virginia
$387K -$1.46M -94,346 -79%
Comerica Bank
33
Comerica Bank
Texas
$380K +$47.6K +3,082 +14%
WS
34
Wedbush Securities
California
$372K -$72.2K -4,682 -16%
MC
35
Matisse Capital
Oregon
$300K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$287K +$287K +18,619 New
CAN
37
Cetera Advisor Networks
California
$287K -$4.31K -279 -1%
BCM
38
Brookstone Capital Management
Illinois
$228K +$40K +2,591 +21%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$212K +$212K +13,725 New
SLWA
40
San Luis Wealth Advisors
California
$182K
CWM
41
Calamos Wealth Management
Illinois
$162K
CCG
42
Catalina Capital Group
California
$158K +$158K +10,237 New
OIA
43
Optimum Investment Advisors
Illinois
$143K -$55.5K -3,600 -28%
WT
44
Whittier Trust
California
$116K +$116K +7,500 New
HI
45
Harbour Investments
Wisconsin
$54.9K
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$51K +$51K +3,305 New
Bank of America
47
Bank of America
North Carolina
$23K +$23K +1,493 New
CAL
48
Capital Analysts LLC
Pennsylvania
$22K -$30.4K -2,011 -58%
CA
49
CoreCap Advisors
Michigan
$18.1K +$18.1K +1,170 New
SIC
50
Salem Investment Counselors
North Carolina
$17.7K