CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

50 hedge funds and large institutions have $100M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$14.9M
2
AAM
Advisors Asset Management
Colorado
$7.22M
3
UBS Group
UBS Group
Switzerland
$6.57M
4
JWCA
J.W. Cole Advisors
Florida
$1.15M
5
SFS
Shaker Financial Services
Virginia
$736K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$485K
2
SCM
Saba Capital Management
New York
$13.6M
3
Wells Fargo
Wells Fargo
California
$4.59M
4
AA
AQR Arbitrage
Connecticut
$733K
5
Morgan Stanley
Morgan Stanley
New York
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$581K +$58.8K +3,968 +11%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$524K +$46.8K +3,160 +10%
Citadel Advisors
28
Citadel Advisors
Florida
$485K -$1.43M -96,700 -75%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$421K +$7.36K +496 +2%
CWM
30
Calamos Wealth Management
Illinois
$397K – – –
Ameriprise
31
Ameriprise
Minnesota
$382K +$6.76K +456 +2%
WS
32
Wedbush Securities
California
$296K -$67.8K -4,564 -19%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$281K -$165K -11,129 -37%
Comerica Bank
34
Comerica Bank
Texas
$246K -$14.8K -1,000 -6%
BCM
35
Brookstone Capital Management
Illinois
$237K +$7.64K +515 +3%
OIA
36
Optimum Investment Advisors
Illinois
$197K – – –
IAN
37
Integrated Advisors Network
Texas
$168K +$168K +11,356 New
HI
38
Harbour Investments
Wisconsin
$52.7K – – –
Bank of America
39
Bank of America
North Carolina
$51.9K +$18.4K +1,244 +55%
SPIA
40
Steward Partners Investment Advisory
New York
$35.6K – – –
OP
41
ORG Partners
Indiana
$22.2K +$22.2K +1,500 New
SIC
42
Salem Investment Counselors
North Carolina
$17.4K – – –
CA
43
CoreCap Advisors
Michigan
$17.4K – – –
EC
44
Elequin Capital
New York
$16.4K +$16.4K +1,105 New
CA
45
Continuum Advisory
Idaho
$10.4K – – –
WAS
46
Winch Advisory Services
Wisconsin
$776 +$15 +1 +2%
WA
47
WPG Advisers
Maryland
$549 +$549 +37 New
MDA
48
Minot DeBlois Advisors
Massachusetts
$74 +$74 +5 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$15 +$15 +1 New
CA
50
Cornerstone Advisors
North Carolina
– -$522K -33,275 Closed
1
2
3