Calamos Long/Short Equity & Dynamic Income Trust
CPZ
49 hedge funds and large institutions have $86.7M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 4 closing their positions.
286% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 7
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
6% more capital invested
Capital invested by funds: $81.9M → $86.7M (+$4.79M)
2% more funds holding
Funds holding: 48 → 49 (+1)
1.51% more ownership
Funds ownership: 27.02% → 28.54% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$2.11M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.42M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.01M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$427K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$363K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.55M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$740K |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$255K |
| 4 |
Morgan Stanley
New York
|
-$174K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$162K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPC
51
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$162K | -10,500 | Closed |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$38.6K | -2,500 | Closed |
|
53
JP Morgan Chase
New York
| – | -$22K | -1,403 | Closed |
|
CPZ Hedge Fund Activity: Q2 2023 in Review
49 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q2 2023, worth a combined $86.7M — up 5.8% from $81.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CPZ positions and 4 closed out — a net gain of 2 holders — while 27 added to existing stakes and 7 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $2.11M. The largest seller was Advisors Asset Management, cutting an estimated $2.55M.
- 49 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q2 2023, up from 48 in Q1 2023.
- Funds reported $86.7M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q2 2023, up 5.8% quarter-over-quarter.
- 6 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q2 2023 and 4 closed out, a net change of +2 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q2 2023 was Saba Capital Management, an estimated $2.11M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q2 2023 was Advisors Asset Management, an estimated $2.55M sold.
Based on aggregated 13F filings for Q2 2023.