Calamos Long/Short Equity & Dynamic Income Trust
CPZ
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.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
16% more funds holding
Funds holding: 38 → 44 (+6)
1.05% less ownership
Funds ownership: 28.64% → 27.59% (-1%)
22% less capital invested
Capital invested by funds: $114M → $89.4M (-$25.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.22M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.03M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.42M |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$339K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$332K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.95M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.52M |
| 3 |
Morgan Stanley
New York
|
-$1.29M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$363K |
| 5 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$118K |
CPZ Hedge Fund Activity: Q2 2022 in Review
44 of the 5,960 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q2 2022, worth a combined $89.4M — down 22% from $114M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CPZ positions and 1 closed out — a net gain of 7 holders — while 22 added to existing stakes and 9 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $2.22M. The largest seller was Royal Bank of Canada, cutting an estimated $3.95M.
- 44 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q2 2022, up from 38 in Q1 2022.
- Funds reported $89.4M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q2 2022, down 22% quarter-over-quarter.
- 8 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q2 2022 and 1 closed out, a net change of +7 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q2 2022 was Shaker Financial Services, an estimated $2.22M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q2 2022 was Royal Bank of Canada, an estimated $3.95M sold.
Based on aggregated 13F filings for Q2 2022.