Calamos Long/Short Equity & Dynamic Income Trust (CPZ)

• Market cap: $300M
• 1 day: 1.06%
• 5 days: 0.13%
• 1 month: -0.59%
• 3 months: -1.23%
• 6 months: 1.46%
• Year to date: 5.17%
• 1 year: 2.90%
• 5 years: -24.22%
• 10 years: -23.57%

About: Calamos L/S Equity & Dynamic Inc Trust is a trust company which seeks to provide current income and risk-managed capital appreciation. The company invests in securities across sectors such as Industrials, Healthcare, Financials, Consumer Discretionary and others.

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

3.02% less ownership

Funds ownership: 37.13% [Q2] → 34.11% (-3.02%) [Q3]

4% less funds holding

Funds holding: 49 [Q2] → 47 (-2) [Q3]

6% less capital invested

Capital invested by funds: $111M [Q2] → $105M (-$6.12M) [Q3]

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9