Calamos Long/Short Equity & Dynamic Income Trust
CPZ
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.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
6% more funds holding
Funds holding: 47 → 50 (+3)
0.4% more ownership
Funds ownership: 34.11% → 34.51% (+0.4%)
4% less capital invested
Capital invested by funds: $105M → $100M (-$4.58M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.47M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$723K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$439K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.5M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.34M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$797K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$791K |
| 5 |
Morgan Stanley
New York
|
-$678K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Walleye Capital
New York
| – | -$290K | -18,483 | Closed |
|
|
CCG
52
Catalina Capital Group
Torrance,
California
| – | -$262K | -16,717 | Closed |
|
CPZ Hedge Fund Activity: Q4 2024 in Review
50 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q4 2024, worth a combined $100M — down 4.4% from $105M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CPZ positions and 3 closed out — a net gain of 5 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2M. The largest seller was Citadel Advisors, cutting an estimated $1.5M.
- 50 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q4 2024, up from 47 in Q3 2024.
- Funds reported $100M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q4 2024, down 4.4% quarter-over-quarter.
- 8 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q4 2024 and 3 closed out, a net change of +5 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $2M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q4 2024 was Citadel Advisors, an estimated $1.5M sold.
Based on aggregated 13F filings for Q4 2024.