Calamos Long/Short Equity & Dynamic Income Trust
CPZ
21 hedge funds and large institutions have $44.3M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
25% more capital invested
Capital invested by funds: $35.6M → $44.3M (+$8.74M)
17% more funds holding
Funds holding: 18 → 21 (+3)
1.83% less ownership
Funds ownership: 16.43% → 14.59% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.4M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.78M |
| 3 |
OC
Oppenheimer & Co
New York
|
+$643K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$564K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$513K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$308K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$203K |
| 3 |
EWM
EPG Wealth Management
Atlanta,
Georgia
|
-$161K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$158K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$58K |
CPZ Hedge Fund Activity: Q2 2020 in Review
21 of the 4,889 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q2 2020, worth a combined $44.3M — up 25% from $35.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CPZ positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, adding an estimated $2.4M. The largest seller was Morgan Stanley, cutting an estimated $308K.
- 21 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q2 2020, up from 18 in Q1 2020.
- Funds reported $44.3M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q2 2020, up 25% quarter-over-quarter.
- 5 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q2 2020 and 2 closed out, a net change of +3 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q2 2020 was UBS Group, an estimated $2.4M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q2 2020 was Morgan Stanley, an estimated $308K sold.
Based on aggregated 13F filings for Q2 2020.