CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

50 hedge funds and large institutions have $100M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$14.9M
2
AAM
2
Advisors Asset Management
Colorado
$7.22M
3
UBS Group
3
UBS Group
Switzerland
$6.57M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.15M
5
SFS
5
Shaker Financial Services
Virginia
$736K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$485K
2
SCM
2
Saba Capital Management
New York
$13.6M
3
Wells Fargo
3
Wells Fargo
California
$4.59M
4
AA
4
AQR Arbitrage
Connecticut
$733K
5
Morgan Stanley
5
Morgan Stanley
New York
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$14.9M +$1.91M +129,034 +15%
SCM
2
Saba Capital Management
New York
$13.6M -$1.28M -86,235 -9%
Morgan Stanley
3
Morgan Stanley
New York
$12.8M -$648K -43,687 -5%
RCM
4
Rivernorth Capital Management
Florida
$8.66M -$11.2K -752 -0.1%
AAM
5
Advisors Asset Management
Colorado
$7.22M +$1.41M +94,945 +24%
UBS Group
6
UBS Group
Switzerland
$6.57M +$691K +46,607 +12%
Wells Fargo
7
Wells Fargo
California
$4.59M -$762K -51,398 -14%
Raymond James Financial
8
Raymond James Financial
Florida
$4.53M +$4.53M +305,270 New
PCM
9
Penserra Capital Management
California
$4.16M +$280K +18,875 +7%
OC
10
Oppenheimer & Co
New York
$2.92M +$15.7K +1,059 +0.5%
Cohen & Steers
11
Cohen & Steers
New York
$2.39M +$148K +10,000 +7%
GC
12
Guggenheim Capital
Illinois
$1.96M +$168K +11,317 +9%
LPL Financial
13
LPL Financial
California
$1.7M +$22.8K +1,538 +1%
Stifel Financial
14
Stifel Financial
Missouri
$1.23M -$99.8K -6,730 -8%
JWCA
15
J.W. Cole Advisors
Florida
$1.15M +$420K +28,301 +57%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.03M +$549 +37 +0.1%
SI
17
Stephens Inc
Arkansas
$888K -$30.1K -2,030 -3%
PAG
18
Private Advisor Group
New Jersey
$876K +$63.8K +4,300 +8%
KAS
19
Kestra Advisory Services
Texas
$763K -$13.5K -912 -2%
IWA
20
Integrity Wealth Advisors
California
$755K +$755K +50,881 New
SFS
21
Shaker Financial Services
Virginia
$736K +$419K +28,051 +132%
AA
22
AQR Arbitrage
Connecticut
$733K -$756K -51,004 -51%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$637K -$208K -14,027 -25%
AWS
24
Atria Wealth Solutions
New York
$610K +$44.8K +3,019 +8%
Osaic Holdings
25
Osaic Holdings
Arizona
$603K +$175K +11,810 +41%
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