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Calamos Long/Short Equity & Dynamic Income Trust
CPZ

18 hedge funds and large institutions have $35.6M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,619% more capital inflows, than outflows

Capital inflows: $33.1M | Capital outflows: $701K

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

50% more funds holding

Funds holding: 12 → 18 (+6)

12.31% more ownership

Funds ownership: 4.12% → 16.43% (+12%)

Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.9M
2
Matisse Capital
Matisse Capital
Oregon
+$4.74M
3
UBS Group
UBS Group
Switzerland
+$2.85M
4
Shaker Financial Services
Shaker Financial Services
Virginia
+$1.73M
5
Rivernorth Capital Management
Rivernorth Capital Management
Florida
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
ACG Wealth
ACG Wealth
Georgia
-$451K
2
HRT Financial
HRT Financial
New York
-$250K

CPZ Hedge Fund Activity: Q1 2020 in Review

18 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q1 2020, worth a combined $35.6M — up 194% from $12.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CPZ positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.9M. The largest seller was ACG Wealth, exiting entirely with an estimated $451K sold.

  • 18 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q1 2020, up from 12 in Q4 2019.
  • Funds reported $35.6M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q1 2020, up 194% quarter-over-quarter.
  • 9 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q1 2020 and 2 closed out, a net change of +7 holders.
  • The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q1 2020 was Morgan Stanley, an estimated $17.9M added.
  • The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q1 2020 was ACG Wealth, an estimated $451K sold.

Based on aggregated 13F filings for Q1 2020.