Calamos Long/Short Equity & Dynamic Income Trust
CPZ
23 hedge funds and large institutions have $54.1M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
22% more capital invested
Capital invested by funds: $44.3M → $54.1M (+$9.77M)
10% more funds holding
Funds holding: 21 → 23 (+2)
4.37% more ownership
Funds ownership: 14.59% → 18.96% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$8.1M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.57M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$2.52M |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.62M |
| 2 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$270K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$105K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$216 |
CPZ Hedge Fund Activity: Q3 2020 in Review
23 of the 4,971 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q3 2020, worth a combined $54.1M — up 22% from $44.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CPZ positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $8.1M. The largest seller was Morgan Stanley, cutting an estimated $4.62M.
- 23 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q3 2020, up from 21 in Q2 2020.
- Funds reported $54.1M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q3 2020, up 22% quarter-over-quarter.
- 4 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q3 2020 and 2 closed out, a net change of +2 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q3 2020 was Rivernorth Capital Management, an estimated $8.1M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q3 2020 was Morgan Stanley, an estimated $4.62M sold.
Based on aggregated 13F filings for Q3 2020.