CPZ

Calamos Long/Short Equity & Dynamic Income Trust

48 hedge funds and large institutions have $81.9M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-8
Holders Change %
-14.29%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
19
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.9M +$411K +26,575 +3%
SIA
2
Sit Investment Associates
Minnesota
$11.6M -$3.4K -220 -0%
UBS Group
3
UBS Group
Switzerland
$7.09M -$355K -23,004 -5%
AAM
4
Advisors Asset Management
Colorado
$7.07M -$101K -6,571 -1%
Wells Fargo
5
Wells Fargo
California
$7.06M -$654K -42,301 -8%
RCM
6
Rivernorth Capital Management
Florida
$4.64M -$183K -11,839 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.19M +$267K +17,278 +9%
CA
8
Cornerstone Advisors
North Carolina
$3.02M -$1.6M -103,655 -35%
SFS
9
Shaker Financial Services
Virginia
$2.97M -$1.02M -66,161 -26%
OC
10
Oppenheimer & Co
New York
$2.01M +$158K +10,245 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.59M +$245K +15,856 +18%
SCM
12
Saba Capital Management
New York
$1.49M
Stifel Financial
13
Stifel Financial
Missouri
$1.15M +$56.2K +3,637 +5%
RJA
14
Raymond James & Associates
Florida
$1.04M +$292K +18,909 +39%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$915K +$9.56K +619 +1%
GC
16
Guggenheim Capital
Illinois
$906K +$55.5K +3,595 +7%
AWS
17
Atria Wealth Solutions
New York
$812K -$30.2K -1,957 -4%
SI
18
Stephens Inc
Arkansas
$798K +$57.1K +3,695 +8%
LSC
19
Logan Stone Capital
Illinois
$675K +$71.3K +4,617 +12%
Invesco
20
Invesco
Georgia
$637K -$525 -34 -0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$635K +$37.9K +2,455 +6%
KAS
22
Kestra Advisory Services
Texas
$573K -$8.82K -571 -2%
PAG
23
Private Advisor Group
New Jersey
$474K
OIA
24
Optimum Investment Advisors
Illinois
$471K +$20.2K +1,309 +4%
SIA
25
SkyView Investment Advisors
New Jersey
$470K