CPZ

Calamos Long/Short Equity & Dynamic Income Trust

12 hedge funds and large institutions have $12.1M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+12
Holders Change %
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$3.93M +$3.93M +200,508 New
Morgan Stanley
2
Morgan Stanley
New York
$3.18M +$3.18M +162,057 New
Wells Fargo
3
Wells Fargo
California
$2.04M +$2.04M +104,005 New
SFS
4
Shaker Financial Services
Virginia
$1.11M +$1.11M +56,825 New
AW
5
ACG Wealth
Georgia
$451K +$451K +23,000 New
DADC
6
D.A. Davidson & Co
Montana
$424K +$424K +21,600 New
CWM
7
Calamos Wealth Management
Illinois
$250K +$250K +12,739 New
HF
8
HRT Financial
New York
$250K +$250K +12,764 New
WS
9
Wedbush Securities
California
$216K +$216K +11,000 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$136K +$136K +6,925 New
EWM
11
EPG Wealth Management
Georgia
$103K +$103K +5,250 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$25K +$25K +1,250 New