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.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
194% more capital invested
Capital invested by funds: $12.1M → $35.6M (+$23.5M)
50% more funds holding
Funds holding: 12 → 18 (+6)
12.31% more ownership
Funds ownership: 4.12% → 16.43% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.9M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$4.74M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.85M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.73M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$451K |
| 2 |
HF
HRT Financial
New York
|
-$250K |
CPZ Hedge Fund Activity: Q1 2020 in Review
18 of the 4,548 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.