CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

49 hedge funds and large institutions have $96.5M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.9M
2
AAM
2
Advisors Asset Management
Colorado
$4.32M
3
AW
3
Atlas Wealth
Ohio
$464K
4
Cohen & Steers
4
Cohen & Steers
New York
$2.04M
5
JWCA
5
J.W. Cole Advisors
Florida
$253K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.6M
2
CA
2
Cornerstone Advisors
North Carolina
$1.47M
3
AC
3
Almitas Capital
California
$231K
4
LSC
4
Logan Stone Capital
Illinois
$336K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$15.3M +$89.2K +5,847 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$14.6M -$2.7M -176,945 -16%
SIA
3
Sit Investment Associates
Minnesota
$11.9M +$2.13M +139,721 +22%
RCM
4
Rivernorth Capital Management
Florida
$8.85M +$3.83K +251 +0%
UBS Group
5
UBS Group
Switzerland
$7.15M -$339K -22,220 -5%
Wells Fargo
6
Wells Fargo
California
$5.55M -$229K -15,036 -4%
AAM
7
Advisors Asset Management
Colorado
$4.32M +$1.26M +82,602 +41%
OC
8
Oppenheimer & Co
New York
$2.94M +$119K +7,826 +4%
AA
9
AQR Arbitrage
Connecticut
$2.42M -$445K -29,182 -16%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.24M +$56.6K +3,709 +3%
Cohen & Steers
11
Cohen & Steers
New York
$2.04M +$427K +28,000 +26%
GC
12
Guggenheim Capital
Illinois
$1.7M +$232K +15,199 +16%
LPL Financial
13
LPL Financial
California
$1.61M -$87K -5,707 -5%
CA
14
Cornerstone Advisors
North Carolina
$1.47M -$1.65M -108,142 -53%
Stifel Financial
15
Stifel Financial
Missouri
$1.36M +$39.8K +2,608 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.27M -$898K -58,910 -41%
RJA
17
Raymond James & Associates
Florida
$1.11M +$178K +11,674 +19%
SI
18
Stephens Inc
Arkansas
$960K -$63.1K -4,140 -6%
PAG
19
Private Advisor Group
New Jersey
$832K -$3.81K -250 -0.5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$807K -$179K -11,760 -18%
SA
21
Sanctuary Advisors
Indiana
$765K +$765K +49,244 New
KAS
22
Kestra Advisory Services
Texas
$694K +$24.9K +1,631 +4%
AWS
23
Atria Wealth Solutions
New York
$594K +$18K +1,180 +3%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$480K -$1.45K -95 -0.3%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$471K +$31.1K +2,041 +7%
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