Calamos Long/Short Equity & Dynamic Income Trust
CPZ
48 hedge funds and large institutions have $87.9M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 4 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
1.75% more ownership
Funds ownership: 28.54% → 30.28% (+1.7%)
1% more capital invested
Capital invested by funds: $86.7M → $87.9M (+$1.19M)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2% less funds holding
Funds holding: 49 → 48 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$2.54M |
| 2 |
Cohen & Steers
New York
|
+$1.45M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.14M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$939K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$927K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.03M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.46M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$520K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$378K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$284K |
CPZ Hedge Fund Activity: Q3 2023 in Review
48 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q3 2023, worth a combined $87.9M — up 1.4% from $86.7M a quarter earlier.
Fund positioning in CPZ was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 22 added to existing stakes and 16 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $2.54M. The largest seller was Wells Fargo, cutting an estimated $2.03M.
- 48 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q3 2023, down from 49 in Q2 2023.
- Funds reported $87.9M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q3 2023, up 1.4% quarter-over-quarter.
- 4 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q3 2023 was Saba Capital Management, an estimated $2.54M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q3 2023 was Wells Fargo, an estimated $2.03M sold.
Based on aggregated 13F filings for Q3 2023.