CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

44 hedge funds and large institutions have $89.4M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.47M
2
AAM
2
Advisors Asset Management
Colorado
$7.62M
3
RCM
3
Rivernorth Capital Management
Florida
$9.47M
4
WP
4
WealthSource Partners
California
$1.07M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$350K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.62M
2
SIA
2
Sit Investment Associates
Minnesota
$11.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.7M
4
Wells Fargo
4
Wells Fargo
California
$9.31M
5
SIA
5
SkyView Investment Advisors
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.7M -$1.18M -71,648 -6%
SIA
2
Sit Investment Associates
Minnesota
$11.8M -$3.23M -195,774 -22%
UBS Group
3
UBS Group
Switzerland
$11.2M -$95.8K -5,808 -0.8%
RCM
4
Rivernorth Capital Management
Florida
$9.47M +$1.3M +78,715 +16%
Wells Fargo
5
Wells Fargo
California
$9.31M -$333K -20,175 -3%
AAM
6
Advisors Asset Management
Colorado
$7.62M +$1.86M +113,023 +32%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.62M -$3.62M -219,463 -50%
SFS
8
Shaker Financial Services
Virginia
$3.47M +$2.03M +123,228 +142%
OC
9
Oppenheimer & Co
New York
$1.85M +$47.2K +2,862 +3%
SIA
10
SkyView Investment Advisors
New Jersey
$1.14M -$108K -6,530 -9%
WP
11
WealthSource Partners
California
$1.07M +$311K +18,860 +41%
Stifel Financial
12
Stifel Financial
Missouri
$784K +$31.7K +1,923 +4%
CAL
13
Capital Analysts LLC
Pennsylvania
$656K +$44.6K +2,703 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$638K +$70.3K +4,257 +12%
PAG
15
Private Advisor Group
New Jersey
$631K +$39.9K +2,416 +7%
GC
16
Guggenheim Capital
Illinois
$608K -$20.1K -1,220 -3%
RJA
17
Raymond James & Associates
Florida
$568K +$25.1K +1,520 +5%
SI
18
Stephens Inc
Arkansas
$560K +$183K +11,095 +49%
OIA
19
Optimum Investment Advisors
Illinois
$496K +$5.08K +308 +1%
CAN
20
Cetera Advisor Networks
California
$465K +$215K +13,026 +86%
WS
21
Wedbush Securities
California
$423K +$10.4K +629 +3%
DADC
22
D.A. Davidson & Co
Montana
$388K +$65.9K +4,000 +20%
AWS
23
Atria Wealth Solutions
New York
$382K +$27.8K +1,682 +8%
Osaic Holdings
24
Osaic Holdings
Arizona
$350K +$305K +18,442 +671%
COLIM
25
City of London Investment Management
United Kingdom
$337K – – –
1
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