CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

49 hedge funds and large institutions have $110M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$29.8M
2
SCM
Saba Capital Management
New York
$10.9M
3
RCM
Rivernorth Capital Management
Florida
$6.95M
4
AC
Almitas Capital
California
$2.55M
5
LSC
Logan Stone Capital
Illinois
$1.97M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$3.22M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.07M
3
Wells Fargo
Wells Fargo
California
$5.49M
4
SIA
SkyView Investment Advisors
New Jersey
$0
5
Invesco
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
– -$419K -28,332 Closed
AW
52
Atlas Wealth
Ohio
– -$285K -19,294 Closed
DADC
53
D.A. Davidson & Co
Montana
– -$219K -14,796 Closed
TRCT
54
Tower Research Capital (TRC)
New York
– -$2.47K -167 Closed
Fidelity Investments
55
Fidelity Investments
Massachusetts
– -$15 -1 Closed
1 2
3