CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

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
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

1
Morgan Stanley
Morgan Stanley
New York
$17.1M
2
MC
Matisse Capital
Oregon
$3.9M
3
UBS Group
UBS Group
Switzerland
$5.24M
4
SFS
Shaker Financial Services
Virginia
$2.24M
5
RCM
Rivernorth Capital Management
Florida
$1.26M

Top Sellers

1
AW
ACG Wealth
Georgia
$0
2
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.1M +$14.7M +1,018,985 +629%
UBS Group
2
UBS Group
Switzerland
$5.24M +$2.34M +162,225 +81%
MC
3
Matisse Capital
Oregon
$3.9M +$3.9M +270,268 New
Wells Fargo
4
Wells Fargo
California
$2.62M +$1.12M +77,479 +74%
SFS
5
Shaker Financial Services
Virginia
$2.24M +$1.42M +98,286 +173%
RCM
6
Rivernorth Capital Management
Florida
$1.26M +$1.26M +86,980 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$685K +$585K +40,505 +585%
OC
8
Oppenheimer & Co
New York
$569K +$569K +39,386 New
COLIM
9
City of London Investment Management
United Kingdom
$383K +$383K +26,800 New
DADC
10
D.A. Davidson & Co
Montana
$362K +$50.5K +3,500 +16%
Stifel Financial
11
Stifel Financial
Missouri
$308K +$308K +21,350 New
MC
12
Moors & Cabot
Massachusetts
$252K +$252K +17,500 New
CWM
13
Calamos Wealth Management
Illinois
$184K – – –
EWM
14
EPG Wealth Management
Georgia
$161K +$85.1K +5,880 +112%
WS
15
Wedbush Securities
California
$159K – – –
RJA
16
Raymond James & Associates
Florida
$146K +$146K +10,123 New
AF
17
Advisornet Financial
Minnesota
$58K +$58K +4,000 New
Osaic Holdings
18
Osaic Holdings
Arizona
$18K +$18K +1,250 New
AW
19
ACG Wealth
Georgia
– -$451K -23,000 Closed
HF
20
HRT Financial
New York
– -$250K -12,764 Closed