Calamos Long/Short Equity & Dynamic Income Trust
CPZ
37 hedge funds and large institutions have $133M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
9% more funds holding
Funds holding: 34 → 37 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $134M → $133M (-$259K)
1.07% less ownership
Funds ownership: 33.78% → 32.71% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.81M |
| 2 |
Morgan Stanley
New York
|
+$1.7M |
| 3 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$1.33M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.24M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$5.22M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$4.96M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$3.57M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$1.7M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$987K |
CPZ Hedge Fund Activity: Q2 2021 in Review
37 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q2 2021, worth a combined $133M — down 0.19% from $134M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CPZ positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $4.81M. The largest seller was Saba Capital Management, cutting an estimated $5.22M.
- 37 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q2 2021, up from 34 in Q1 2021.
- Funds reported $133M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q2 2021, down 0.19% quarter-over-quarter.
- 7 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q2 2021 and 4 closed out, a net change of +3 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q2 2021 was Sit Investment Associates, an estimated $4.81M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q2 2021 was Saba Capital Management, an estimated $5.22M sold.
Based on aggregated 13F filings for Q2 2021.