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Calamos Long/Short Equity & Dynamic Income Trust

CPZ
Exchange
Nasdaq
SEC CIK
0001717457

No open-market purchases or sales by Calamos Long/Short Equity & Dynamic Income Trust insiders were filed in the last 90 days; 62 institutions reported holding it in 13F filings for Q2 2026, worth $79.4M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
34
No complete 13F data for Q4 2020
Shares held
6.63M
No complete 13F data for Q4 2020
Total value
$133.7M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CPZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 34 institutions
Q1 2021: 34 institutionsQ2 2021: 37 institutionsQ3 2021: 42 institutionsQ4 2021: 40 institutionsQ1 2022: 37 institutionsQ2 2022: 44 institutionsQ3 2022: 46 institutionsQ4 2022: 56 institutionsQ1 2023: 48 institutionsQ2 2023: 49 institutionsQ3 2023: 48 institutionsQ4 2023: 49 institutionsQ1 2024: 52 institutionsQ2 2024: 49 institutionsQ3 2024: 47 institutionsQ4 2024: 50 institutionsQ1 2025: 52 institutionsQ2 2025: 54 institutionsQ3 2025: 59 institutionsQ4 2025: 59 institutionsQ1 2026: 58 institutionsQ2 2026: 62 institutions
Value heldQ1 2021: $133.7M
Q1 2021: $133.7MQ2 2021: $133.4MQ3 2021: $124.1MQ4 2021: $115.2MQ1 2022: $107.4MQ2 2022: $89.4MQ3 2022: $79.0MQ4 2022: $84.0MQ1 2023: $81.9MQ2 2023: $86.7MQ3 2023: $87.9MQ4 2023: $95.0MQ1 2024: $103.1MQ2 2024: $96.5MQ3 2024: $105.0MQ4 2024: $100.5MQ1 2025: $96.7MQ2 2025: $96.3MQ3 2025: $94.6MQ4 2025: $90.3MQ1 2026: $79.6MQ2 2026: $79.4M
Institutions holding CPZ and their total value by quarter
QuarterHoldersValue
Q2 202662$79.4M
Q1 202658$79.6M
Q4 202559$90.3M
Q3 202559$94.6M
Q2 202554$96.3M
Q1 202552$96.7M
Q4 202450$100.5M
Q3 202447$105.0M
Q2 202449$96.5M
Q1 202452$103.1M
Q4 202349$95.0M
Q3 202348$87.9M
Q2 202349$86.7M
Q1 202348$81.9M
Q4 202256$84.0M
Q3 202246$79.0M
Q2 202244$89.4M
Q1 202237$107.4M
Q4 202140$115.2M
Q3 202142$124.1M
Q2 202137$133.4M
Q1 202134$133.7M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CPZ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp424$9.00K0.00%––
Citigroup Inc607$12.0K0.00%––
Salem Investment Counselors Inc1,500$30.0K0.00%––
Blue Bell Private Wealth Management, LLC1,462$30.0K0.01%––
FNY Investment Advisers, LLC7,555$151.0K0.06%––
Arkadios Wealth Advisors8,297$167.0K0.03%––
Capital Analysts, LLC9,417$190.0K0.01%––
D.A. Davidson & Co.10,600$214.0K0.00%––
Janney Montgomery Scott LLC10,750$217.0K0.00%––
Citadel Advisors LLC11,942$240.0K0.00%––
Optimum Investment Advisors13,902$281.0K0.08%––
Advisor Group Holdings, Inc.14,500$293.0K0.00%––
Private Advisor Group, LLC15,300$309.0K0.00%––
NEXT Financial Group, Inc19,096$385.0K0.03%––
Wedbush Securities Inc22,933$463.0K0.03%––
Cambridge Investment Research Advisors, Inc.24,712$499.0K0.00%––
Stephens Inc27,870$562.0K0.01%––
Calamos Wealth Management LLC28,614$575.0K0.05%––
Stifel Financial Corp40,598$819.0K0.00%––
Raymond James & Associates47,076$950.0K0.00%––
Shaker Financial Services, LLC71,982$1.45M0.58%––
Clough Capital Partners L P84,435$1.70M0.11%––
Oppenheimer & Co Inc101,235$2.04M0.04%––
Parametric Portfolio Associates LLC179,196$3.62M0.00%––
Cornerstone Advisors, LLC211,000$4.24M0.37%––
Royal Bank of Canada323,305$6.52M0.00%––
Wells Fargo & Company329,508$6.65M0.00%––
City of London Investment Management Co Ltd367,613$7.41M0.41%––
Matisse Capital446,000$9.00M2.59%––
Sit Investment Associates Inc584,995$11.8M0.31%––
UBS Group AG656,995$13.3M0.01%––
Rivernorth Capital Management, LLC813,145$16.4M0.98%––
Saba Capital Management, L.P.1,068,541$21.5M0.88%––
Morgan Stanley1,075,254$21.7M0.00%––