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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 128119880

CALAMOS MARKET NEUTRAL I

10 institutions · $13.0M total · 888,912 shares

#ManagerSharesValue% of TotalPeriod
1MOTCO630,617$9.2M70.94%2024-06-30
2ORG Partners LLC98,716$1.4M11.10%2024-06-30
3Atlas Wealth LLC52,298$741.1K5.88%2023-06-30
4FERGUSON WELLMAN CAPITAL MANAGEMENT, INC37,574$567.4K4.22%2025-03-31
5ENCOMPASS WEALTH ADVISORS, LLC27,374$407.9K3.07%2024-09-30
6STALEY CAPITAL ADVISERS INC23,662$371.5K2.66%2025-12-31
7Financial Gravity Asset Management, Inc.15,642$221.8K1.75%2024-06-30
8Wall Street Access Asset Management, LLC2,477$38.9K0.27%2025-12-31
9Oakworth Capital, Inc.272$4.3K0.03%2025-12-31
10Register Financial Advisors LLC280$3.9K0.03%2023-03-31