CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

47 hedge funds and large institutions have $105M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.03M
3
AAM
3
Advisors Asset Management
Colorado
$6.15M
4
SIA
4
Sit Investment Associates
Minnesota
$13.8M
5
JWCA
5
J.W. Cole Advisors
Florida
$773K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$6.21M
2
CA
2
Cornerstone Advisors
North Carolina
$522K
3
AA
3
AQR Arbitrage
Connecticut
$1.58M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.2M
5
SA
5
Sanctuary Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$15.7M +$19.7K +1,255 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$14.2M -$819K -52,187 -5%
SIA
3
Sit Investment Associates
Minnesota
$13.8M +$1.57M +99,884 +13%
RCM
4
Rivernorth Capital Management
Florida
$9.17M +$62.3K +3,968 +0.7%
UBS Group
5
UBS Group
Switzerland
$6.21M -$1.14M -72,401 -15%
AAM
6
Advisors Asset Management
Colorado
$6.15M +$1.71M +108,858 +38%
Wells Fargo
7
Wells Fargo
California
$5.66M -$54.3K -3,461 -1%
PCM
8
Penserra Capital Management
California
$4.1M +$4.1M +261,481 New
OC
9
Oppenheimer & Co
New York
$3.08M +$48K +3,060 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.5M +$196K +12,503 +8%
Cohen & Steers
11
Cohen & Steers
New York
$2.37M +$264K +16,854 +13%
Citadel Advisors
12
Citadel Advisors
Florida
$2.03M +$2.03M +129,394 New
GC
13
Guggenheim Capital
Illinois
$1.9M +$149K +9,484 +9%
LPL Financial
14
LPL Financial
California
$1.77M +$108K +6,882 +6%
AA
15
AQR Arbitrage
Connecticut
$1.58M -$914K -58,252 -37%
RJA
16
Raymond James & Associates
Florida
$1.45M +$311K +19,802 +27%
Stifel Financial
17
Stifel Financial
Missouri
$1.4M +$2.7K +172 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.09M -$217K -13,801 -17%
SI
19
Stephens Inc
Arkansas
$971K -$16.1K -1,025 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$894K +$63.6K +4,052 +8%
PAG
21
Private Advisor Group
New Jersey
$859K +$3.14K +200 +0.4%
KAS
22
Kestra Advisory Services
Texas
$821K +$107K +6,846 +15%
JWCA
23
J.W. Cole Advisors
Florida
$773K +$513K +32,687 +197%
AWS
24
Atria Wealth Solutions
New York
$597K -$14.1K -900 -2%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$552K +$67.4K +4,296 +14%
1
2 3