CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

49 hedge funds and large institutions have $96.5M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.9M
2
AAM
2
Advisors Asset Management
Colorado
$4.32M
3
AW
3
Atlas Wealth
Ohio
$464K
4
Cohen & Steers
4
Cohen & Steers
New York
$2.04M
5
JWCA
5
J.W. Cole Advisors
Florida
$253K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.6M
2
CA
2
Cornerstone Advisors
North Carolina
$1.47M
3
AC
3
Almitas Capital
California
$231K
4
LSC
4
Logan Stone Capital
Illinois
$336K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
26
Atlas Wealth
Ohio
$464K +$464K +30,078 New
CWM
27
Calamos Wealth Management
Illinois
$408K +$249K +16,308 +156%
Ameriprise
28
Ameriprise
Minnesota
$399K +$10.9K +715 +3%
WS
29
Wedbush Securities
California
$382K +$14.1K +922 +4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$366K +$81.8K +5,363 +29%
LSC
31
Logan Stone Capital
Illinois
$336K -$1.14M -74,879 -77%
LCM
32
Landscape Capital Management
New Jersey
$329K -$525K -34,395 -61%
Comerica Bank
33
Comerica Bank
Texas
$275K -$100K -6,570 -27%
Osaic Holdings
34
Osaic Holdings
Arizona
$265K -$605K -39,692 -70%
CCG
35
Catalina Capital Group
California
$253K +$97.3K +6,380 +62%
JWCA
36
J.W. Cole Advisors
Florida
$253K +$253K +16,598 New
BCM
37
Brookstone Capital Management
Illinois
$237K +$6.75K +433 +3%
SFS
38
Shaker Financial Services
Virginia
$233K -$150K -9,815 -39%
AC
39
Almitas Capital
California
$231K -$1.56M -102,070 -87%
OIA
40
Optimum Investment Advisors
Illinois
$203K +$61K +4,000 +43%
SLWA
41
San Luis Wealth Advisors
California
$180K – – –
SC
42
Sykon Capital
New York
$153K +$153K +10,000 New
HI
43
Harbour Investments
Wisconsin
$54.2K – – –
CAL
44
Capital Analysts LLC
Pennsylvania
$22K – – –
CA
45
CoreCap Advisors
Michigan
$17.8K – – –
SIC
46
Salem Investment Counselors
North Carolina
$17.5K – – –
Bank of America
47
Bank of America
North Carolina
$13.4K -$9.33K -612 -41%
GRP
48
Global Retirement Partners
California
$12.2K +$12.2K +800 New
CA
49
Continuum Advisory
Idaho
$10.7K – – –
AWM
50
Avior Wealth Management
Nebraska
– -$414K -26,860 Closed
1
2
3