Calamos Long/Short Equity & Dynamic Income Trust
CPZ
38 hedge funds and large institutions have $114M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 2 closing their positions.
122% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 9
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1% less capital invested
Capital invested by funds: $115M → $114M (-$749K)
1.5% less ownership
Funds ownership: 30.14% → 28.64% (-1.5%)
5% less funds holding
Funds holding: 40 → 38 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.94M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.21M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$635K |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$460K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$6.79M |
| 2 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$1.65M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.52M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$669K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$117K |
CPZ Hedge Fund Activity: Q1 2022 in Review
38 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q1 2022, worth a combined $114M — down 0.65% from $115M a quarter earlier.
Fund positioning in CPZ was balanced in Q1 2022: 2 funds opened new positions, 2 closed out, 20 added to existing stakes and 9 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.94M. The largest seller was Saba Capital Management, exiting entirely with an estimated $6.79M sold.
- 38 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q1 2022, down from 40 in Q4 2021.
- Funds reported $114M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q1 2022, down 0.65% quarter-over-quarter.
- 2 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q1 2022 and 2 closed out, a net change of 0 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q1 2022 was Advisors Asset Management, an estimated $1.94M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q1 2022 was Saba Capital Management, an estimated $6.79M sold.
Based on aggregated 13F filings for Q1 2022.