CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

56 hedge funds and large institutions have $84M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
$4.55M
2
SCM
Saba Capital Management
New York
$1.46M
3
SFS
Shaker Financial Services
Virginia
$3.96M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.32M
5
LSC
Logan Stone Capital
Illinois
$594K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$7.32M
2
Wells Fargo
Wells Fargo
California
$7.59M
3
Morgan Stanley
Morgan Stanley
New York
$15.2M
4
WP
WealthSource Partners
California
$0
5
RCM
Rivernorth Capital Management
Florida
$4.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
CoreCap Advisors
Michigan
$17.8K +$17.8K +1,170 New
RCM
52
Raleigh Capital Management
North Carolina
$9.11K – – –
Bank of America
53
Bank of America
North Carolina
$4.56K -$137K -9,024 -97%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$3.8K +$3.8K +250 New
CPG
55
Cornerstone Planning Group
New Jersey
$2.35K +$2.35K +146 New
TRCT
56
Tower Research Capital (TRC)
New York
$1K +$1K +88 New
WP
57
WealthSource Partners
California
– -$999K -66,807 Closed
TCFP
58
Treasure Coast Financial Planning
Florida
– -$155K -10,401 Closed
MA
59
MUFG Americas
New York
– -$150K -10,000 Closed
EIP
60
Ellis Investment Partners
Pennsylvania
– -$8K -539 Closed
1 2
3