Calamos Long/Short Equity & Dynamic Income Trust
CPZ
46 hedge funds and large institutions have $79M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
5% more funds holding
Funds holding: 44 → 46 (+2)
0.68% less ownership
Funds ownership: 27.59% → 26.9% (-0.68%)
12% less capital invested
Capital invested by funds: $89.4M → $79M (-$10.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.33M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$631K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$438K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$341K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$321K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.71M |
| 2 |
Morgan Stanley
New York
|
-$1.16M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$795K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$723K |
| 5 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$659K |
CPZ Hedge Fund Activity: Q3 2022 in Review
46 of the 5,829 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q3 2022, worth a combined $79M — down 12% from $89.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CPZ positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 11 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.33M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.71M.
- 46 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q3 2022, up from 44 in Q2 2022.
- Funds reported $79M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q3 2022, down 12% quarter-over-quarter.
- 6 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q3 2022 and 4 closed out, a net change of +2 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $1.33M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q3 2022 was Rivernorth Capital Management, an estimated $3.71M sold.
Based on aggregated 13F filings for Q3 2022.