CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

47 hedge funds and large institutions have $105M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$4.1M
2
Citadel Advisors
Citadel Advisors
Florida
$2.03M
3
AAM
Advisors Asset Management
Colorado
$6.15M
4
SIA
Sit Investment Associates
Minnesota
$13.8M
5
JWCA
J.W. Cole Advisors
Florida
$773K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$6.21M
2
CA
Cornerstone Advisors
North Carolina
$522K
3
AA
AQR Arbitrage
Connecticut
$1.58M
4
Morgan Stanley
Morgan Stanley
New York
$14.2M
5
SA
Sanctuary Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cornerstone Advisors
North Carolina
$522K -$994K -63,354 -66%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$505K +$505K +32,196 New
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$472K -$22.1K -1,410 -4%
Osaic Holdings
29
Osaic Holdings
Arizona
$453K +$180K +11,499 +66%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$438K +$61.8K +3,939 +16%
CWM
31
Calamos Wealth Management
Illinois
$420K – – –
Ameriprise
32
Ameriprise
Minnesota
$397K -$14.1K -898 -3%
WS
33
Wedbush Securities
California
$384K -$8.5K -542 -2%
SFS
34
Shaker Financial Services
Virginia
$332K +$92.8K +5,916 +39%
Walleye Capital
35
Walleye Capital
New York
$290K +$290K +18,483 New
Comerica Bank
36
Comerica Bank
Texas
$276K -$7.23K -461 -3%
CCG
37
Catalina Capital Group
California
$262K +$1.57K +100 +0.6%
BCM
38
Brookstone Capital Management
Illinois
$243K +$4.55K +290 +2%
OIA
39
Optimum Investment Advisors
Illinois
$209K – – –
HI
40
Harbour Investments
Wisconsin
$55.8K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$37.7K +$37.7K +2,400 New
Bank of America
42
Bank of America
North Carolina
$35.4K +$21.6K +1,375 +156%
CA
43
CoreCap Advisors
Michigan
$18.4K – – –
SIC
44
Salem Investment Counselors
North Carolina
$18K – – –
CA
45
Continuum Advisory
Idaho
$10.8K – – –
WAS
46
Winch Advisory Services
Wisconsin
$799 +$799 +51 New
SA
47
Sanctuary Advisors
Indiana
– -$765K -49,244 Closed
AW
48
Atlas Wealth
Ohio
– -$464K -30,078 Closed
LSC
49
Logan Stone Capital
Illinois
– -$336K -22,047 Closed
LCM
50
Landscape Capital Management
New Jersey
– -$329K -21,572 Closed
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