Calamos Long/Short Equity & Dynamic Income Trust
CPZ
34 hedge funds and large institutions have $134M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
30% more capital invested
Capital invested by funds: $103M → $134M (+$30.7M)
6% more funds holding
Funds holding: 32 → 34 (+2)
3.67% more ownership
Funds ownership: 30.11% → 33.78% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$7.43M |
| 2 |
Morgan Stanley
New York
|
+$3.53M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.42M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.98M |
| 3 |
SCM
Saba Capital Management
New York
|
-$904K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$648K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$506K |
CPZ Hedge Fund Activity: Q1 2021 in Review
34 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q1 2021, worth a combined $134M — up 30% from $103M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CPZ positions and 3 closed out — a net gain of 3 holders — while 18 added to existing stakes and 7 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $7.43M. The largest seller was Shaker Financial Services, cutting an estimated $2.42M.
- 34 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q1 2021, up from 32 in Q4 2020.
- Funds reported $134M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q1 2021, up 30% quarter-over-quarter.
- 6 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q1 2021 and 3 closed out, a net change of +3 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q1 2021 was Sit Investment Associates, an estimated $7.43M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q1 2021 was Shaker Financial Services, an estimated $2.42M sold.
Based on aggregated 13F filings for Q1 2021.