CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

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.

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
22
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$5.93M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.41M
3
UBS Group
3
UBS Group
Switzerland
$7.17M
4
AA
4
AQR Arbitrage
Connecticut
$1.58M
5
SIA
5
Sit Investment Associates
Minnesota
$12.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.18M
2
SFS
2
Shaker Financial Services
Virginia
$1.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.71M
4
CA
4
Cornerstone Advisors
North Carolina
$2.53M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.5M +$425K +28,704 +3%
SIA
2
Sit Investment Associates
Minnesota
$12.3M +$895K +60,505 +8%
UBS Group
3
UBS Group
Switzerland
$7.17M +$1.1M +74,567 +18%
Wells Fargo
4
Wells Fargo
California
$6.18M -$1.96M -132,610 -24%
SCM
5
Saba Capital Management
New York
$5.93M +$2.45M +165,626 +70%
RCM
6
Rivernorth Capital Management
Florida
$5.65M +$871K +58,882 +18%
AAM
7
Advisors Asset Management
Colorado
$4.27M -$25.2K -1,704 -0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.71M -$502K -33,964 -16%
CA
9
Cornerstone Advisors
North Carolina
$2.53M -$365K -24,687 -13%
OC
10
Oppenheimer & Co
New York
$2.38M +$177K +11,968 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.87M +$200K +13,504 +12%
SFS
12
Shaker Financial Services
Virginia
$1.7M -$1.41M -95,148 -45%
AA
13
AQR Arbitrage
Connecticut
$1.58M +$907K +61,313 +135%
GC
14
Guggenheim Capital
Illinois
$1.49M +$355K +24,019 +31%
Cohen & Steers
15
Cohen & Steers
New York
$1.41M +$1.41M +95,000 New
AC
16
Almitas Capital
California
$1.29M – – –
LPL Financial
17
LPL Financial
California
$1.19M +$674K +45,568 +131%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.17M +$276K +18,681 +31%
Stifel Financial
19
Stifel Financial
Missouri
$1.16M +$28.5K +1,929 +3%
RJA
20
Raymond James & Associates
Florida
$1.07M +$40.7K +2,755 +4%
SI
21
Stephens Inc
Arkansas
$901K +$51.2K +3,460 +6%
LSC
22
Logan Stone Capital
Illinois
$880K -$119K -8,069 -12%
Osaic Holdings
23
Osaic Holdings
Arizona
$731K +$45.1K +3,051 +7%
AWS
24
Atria Wealth Solutions
New York
$697K -$42.3K -2,858 -6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$687K +$687K +46,481 New
1
2 3