Calamos Long/Short Equity & Dynamic Income Trust
CPZ
49 hedge funds and large institutions have $95M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 6 closing their positions.
180% more capital inflows, than outflows
Capital inflows: $14M | Capital outflows: $4.99M
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3.21% more ownership
Funds ownership: 30.28% → 33.49% (+3.2%)
2% more funds holding
Funds holding: 48 → 49 (+1)
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Saba Capital Management
New York
|
+$5.11M |
| 2 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.42M |
| 3 |
Almitas Capital
Santa Monica,
California
|
+$1.28M |
| 4 |
Logan Stone Capital
Chicago,
Illinois
|
+$1.1M |
| 5 |
AQR Arbitrage
Greenwich,
Connecticut
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Asset Management
Monument,
Colorado
|
-$950K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$573K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$551K |
| 4 |
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$453K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$419K |
CPZ Hedge Fund Activity: Q4 2023 in Review
49 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q4 2023, worth a combined $95M — up 8.1% from $87.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CPZ positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $5.11M. The largest seller was Advisors Asset Management, cutting an estimated $950K.
- 49 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q4 2023, up from 48 in Q3 2023.
- Funds reported $95M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q4 2023, up 8.1% quarter-over-quarter.
- 7 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q4 2023 and 6 closed out, a net change of +1 holder.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q4 2023 was Saba Capital Management, an estimated $5.11M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q4 2023 was Advisors Asset Management, an estimated $950K sold.
Based on aggregated 13F filings for Q4 2023.