CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.8M
2
AAM
2
Advisors Asset Management
Colorado
$7.45M
3
Wells Fargo
3
Wells Fargo
California
$8.82M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.01M
5
GC
5
Guggenheim Capital
Illinois
$833K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$5.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$16M
3
UBS Group
3
UBS Group
Switzerland
$9.47M
4
SFS
4
Shaker Financial Services
Virginia
$2.51M
5
SIA
5
SkyView Investment Advisors
New Jersey
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16M -$1.02M -67,975 -6%
SIA
2
Sit Investment Associates
Minnesota
$11.8M +$1.16M +77,811 +11%
UBS Group
3
UBS Group
Switzerland
$9.47M -$697K -46,623 -7%
Wells Fargo
4
Wells Fargo
California
$8.82M +$384K +25,684 +5%
AAM
5
Advisors Asset Management
Colorado
$7.45M +$553K +37,018 +8%
RCM
6
Rivernorth Capital Management
Florida
$5.33M -$3.25M -217,450 -38%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.48M +$201K +13,427 +6%
SFS
8
Shaker Financial Services
Virginia
$2.51M -$634K -42,372 -20%
OC
9
Oppenheimer & Co
New York
$1.74M +$67K +4,478 +4%
Stifel Financial
10
Stifel Financial
Missouri
$1.01M +$299K +19,977 +42%
WP
11
WealthSource Partners
California
$999K +$33.3K +2,229 +3%
GC
12
Guggenheim Capital
Illinois
$833K +$282K +18,833 +51%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$724K +$146K +9,769 +25%
PAG
14
Private Advisor Group
New Jersey
$643K +$72K +4,820 +13%
RJA
15
Raymond James & Associates
Florida
$592K +$77.4K +5,178 +15%
SI
16
Stephens Inc
Arkansas
$533K +$25.7K +1,715 +5%
SIA
17
SkyView Investment Advisors
New Jersey
$453K -$578K -38,639 -56%
KAS
18
Kestra Advisory Services
Texas
$452K +$228K +15,241 +102%
OIA
19
Optimum Investment Advisors
Illinois
$442K -$7.33K -491 -2%
WS
20
Wedbush Securities
California
$441K +$57.9K +3,869 +15%
CAL
21
Capital Analysts LLC
Pennsylvania
$436K -$159K -10,633 -27%
CAN
22
Cetera Advisor Networks
California
$385K -$37.3K -2,493 -9%
Invesco
23
Invesco
Georgia
$375K +$219K +14,668 +141%
Osaic Holdings
24
Osaic Holdings
Arizona
$341K +$24.1K +1,610 +8%
AWS
25
Atria Wealth Solutions
New York
$336K -$9.64K -645 -3%
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