CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

56 hedge funds and large institutions have $84M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$4.55M
2
SCM
2
Saba Capital Management
New York
$1.46M
3
SFS
3
Shaker Financial Services
Virginia
$3.96M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.32M
5
LSC
5
Logan Stone Capital
Illinois
$594K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.32M
2
Wells Fargo
2
Wells Fargo
California
$7.59M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.2M
4
WP
4
WealthSource Partners
California
$0
5
RCM
5
Rivernorth Capital Management
Florida
$4.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.2M -$1.01M -66,315 -6%
SIA
2
Sit Investment Associates
Minnesota
$11.4M -$587K -38,670 -5%
Wells Fargo
3
Wells Fargo
California
$7.59M -$1.37M -90,456 -15%
UBS Group
4
UBS Group
Switzerland
$7.32M -$2.3M -151,728 -24%
AAM
5
Advisors Asset Management
Colorado
$7.06M -$513K -33,771 -7%
RCM
6
Rivernorth Capital Management
Florida
$4.74M -$672K -44,250 -12%
CA
7
Cornerstone Advisors
North Carolina
$4.55M +$4.36M +287,159 +2,354%
SFS
8
Shaker Financial Services
Virginia
$3.96M +$1.39M +90,482 +54%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.88M -$663K -43,681 -19%
OC
10
Oppenheimer & Co
New York
$1.82M +$48.2K +3,170 +3%
SCM
11
Saba Capital Management
New York
$1.46M +$1.46M +96,321 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.32M +$1.05M +68,882 +383%
Stifel Financial
13
Stifel Financial
Missouri
$1.08M +$53.1K +3,494 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$891K +$155K +10,203 +21%
GC
15
Guggenheim Capital
Illinois
$837K -$9.59K -631 -1%
AWS
16
Atria Wealth Solutions
New York
$832K +$488K +31,979 +142%
RJA
17
Raymond James & Associates
Florida
$738K +$136K +8,979 +23%
SI
18
Stephens Inc
Arkansas
$729K +$187K +12,335 +35%
COLIM
19
City of London Investment Management
United Kingdom
$641K +$329K +21,646 +105%
Invesco
20
Invesco
Georgia
$627K +$246K +16,198 +65%
LSC
21
Logan Stone Capital
Illinois
$594K +$594K +39,081 New
Osaic Holdings
22
Osaic Holdings
Arizona
$587K +$241K +15,874 +70%
KAS
23
Kestra Advisory Services
Texas
$572K +$113K +7,455 +25%
WS
24
Wedbush Securities
California
$497K +$49.3K +3,250 +11%
PAG
25
Private Advisor Group
New Jersey
$466K -$187K -12,333 -29%
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