Calamos Long/Short Equity & Dynamic Income Trust
CPZ
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.
4.12% more ownership
Funds ownership: 0% → 4.12% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.99M |
| 2 |
Morgan Stanley
New York
|
+$3.22M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.07M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.13M |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$458K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $3.93M | +$3.99M | +200,508 | New |
|
|
2
Morgan Stanley
New York
| $3.18M | +$3.22M | +162,057 | New |
|
|
3
Wells Fargo
San Francisco,
California
| $2.04M | +$2.07M | +104,005 | New |
|
|
SFS
4
Shaker Financial Services
Arlington,
Virginia
| $1.11M | +$1.13M | +56,825 | New |
|
|
AW
5
ACG Wealth
Atlanta,
Georgia
| $451K | +$458K | +23,000 | New |
|
|
DADC
6
D.A. Davidson & Co
Great Falls,
Montana
| $424K | +$430K | +21,600 | New |
|
|
CWM
7
Calamos Wealth Management
Naperville,
Illinois
| $250K | +$254K | +12,739 | New |
|
|
HF
8
HRT Financial
New York
| $250K | +$254K | +12,764 | New |
|
|
WS
9
Wedbush Securities
Los Angeles,
California
| $216K | +$219K | +11,000 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $136K | +$138K | +6,925 | New |
|
|
EWM
11
EPG Wealth Management
Atlanta,
Georgia
| $103K | +$104K | +5,250 | New |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $25K | +$24.9K | +1,250 | New |
|
CPZ Hedge Fund Activity: Q4 2019 in Review
12 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q4 2019, worth a combined $12.1M.
Buyers outnumbered sellers: 12 funds opened new CPZ positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $3.99M.
- 12 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q4 2019, up from 0 in Q3 2019.
- Funds reported $12.1M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q4 2019.
- 12 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q4 2019 and 0 closed out, a net change of +12 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q4 2019 was UBS Group, an estimated $3.99M added.
Based on aggregated 13F filings for Q4 2019.