CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

48 hedge funds and large institutions have $81.9M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-8
Holders Change %
-14.29%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
19
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$411K
2
RJA
Raymond James & Associates
Florida
+$292K
3
LPL Financial
LPL Financial
California
+$267K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$267K
5
AA
AQR Arbitrage
Connecticut
+$267K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$1.6M
2
SFS
Shaker Financial Services
Virginia
-$1.02M
3
Wells Fargo
Wells Fargo
California
-$654K
4
UBS Group
UBS Group
Switzerland
-$355K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Realta Investment Advisors
Delaware
– -$229K -15,107 Closed
WAM
52
Weiss Asset Management
Massachusetts
– -$167K -10,962 Closed
SF
53
Synovus Financial
Georgia
– -$155K -10,219 Closed
Bank of America
54
Bank of America
North Carolina
– -$4.56K -300 Closed
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
– -$3.8K -250 Closed
TRCT
56
Tower Research Capital (TRC)
New York
– -$1K -88 Closed
1 2
3