CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

53 hedge funds and large institutions have $103M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$15.4M
2
RCM
Rivernorth Capital Management
Florida
$8.95M
3
AWM
Avior Wealth Management
Nebraska
$414K
4
Ameriprise
Ameriprise
Minnesota
$393K
5
AA
AQR Arbitrage
Connecticut
$2.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$17.5M
2
SIA
Sit Investment Associates
Minnesota
$9.86M
3
SFS
Shaker Financial Services
Virginia
$387K
4
AC
Almitas Capital
California
$1.81M
5
COLIM
City of London Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.5M -$14.3M -926,052 -45%
SCM
2
Saba Capital Management
New York
$15.4M +$3.69M +238,891 +32%
SIA
3
Sit Investment Associates
Minnesota
$9.86M -$2.88M -186,449 -23%
RCM
4
Rivernorth Capital Management
Florida
$8.95M +$1.53M +98,981 +21%
UBS Group
5
UBS Group
Switzerland
$7.57M +$289K +18,715 +4%
Wells Fargo
6
Wells Fargo
California
$5.85M -$7.65K -496 -0.1%
CA
7
Cornerstone Advisors
North Carolina
$3.16M -$322K -20,869 -9%
AAM
8
Advisors Asset Management
Colorado
$3.09M -$343K -22,218 -10%
AA
9
AQR Arbitrage
Connecticut
$2.9M +$294K +19,051 +11%
OC
10
Oppenheimer & Co
New York
$2.86M +$179K +11,631 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.21M +$77.7K +5,033 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.19M -$16.4K -1,061 -0.7%
AC
13
Almitas Capital
California
$1.81M -$916K -59,375 -34%
LPL Financial
14
LPL Financial
California
$1.72M +$245K +15,847 +17%
Cohen & Steers
15
Cohen & Steers
New York
$1.64M +$108K +7,000 +7%
LSC
16
Logan Stone Capital
Illinois
$1.5M -$608K -39,375 -29%
GC
17
Guggenheim Capital
Illinois
$1.49M +$38.5K +2,492 +3%
Stifel Financial
18
Stifel Financial
Missouri
$1.34M +$221K +14,346 +20%
SI
19
Stephens Inc
Arkansas
$1.03M +$2.16K +140 +0.2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$998K -$202K -13,113 -17%
RJA
21
Raymond James & Associates
Florida
$943K -$11.5K -748 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$880K +$45K +2,915 +5%
LCM
23
Landscape Capital Management
New Jersey
$864K -$61.7K -3,999 -7%
PAG
24
Private Advisor Group
New Jersey
$846K +$179K +11,630 +27%
KAS
25
Kestra Advisory Services
Texas
$677K +$5.76K +373 +0.9%
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