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 $79.8M in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Mar 31, 2022. 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
- 37
- −1 vs. Q4 2021
- Shares held
- 5.27M
- −619.1K (−10.5%) vs. Q4 2021
- Total value
- $107.4M
- −$7.38M (−6.4%) vs. Q4 2021
- New holders
- 2
- 19 more added
- Sold out
- 3
- 9 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 62 | $79.8M |
| Q1 2026 | 58 | $79.6M |
| Q4 2025 | 59 | $90.3M |
| Q3 2025 | 59 | $94.6M |
| Q2 2025 | 54 | $97.4M |
| Q1 2025 | 52 | $96.7M |
| Q4 2024 | 50 | $100.5M |
| Q3 2024 | 47 | $105.0M |
| Q2 2024 | 49 | $96.5M |
| Q1 2024 | 52 | $138.2M |
| Q4 2023 | 49 | $109.9M |
| Q3 2023 | 48 | $87.9M |
| Q2 2023 | 49 | $86.7M |
| Q1 2023 | 48 | $81.9M |
| Q4 2022 | 56 | $84.0M |
| Q3 2022 | 46 | $79.0M |
| Q2 2022 | 44 | $89.4M |
| Q1 2022 | 37 | $107.4M |
| Q4 2021 | 40 | $115.2M |
| Q3 2021 | 42 | $124.1M |
| Q2 2021 | 37 | $133.4M |
| Q1 2021 | 34 | $142.7M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,207,556 | $24.6M | 0.00% | +11,155+0.9% | Added |
| Sit Investment Associates Inc | 910,177 | $18.5M | 0.50% | 00.0% | Unchanged |
| UBS Group AG | 685,942 | $14.0M | 0.01% | −3,223−0.5% | Reduced |
| Wells Fargo & Company | 584,491 | $11.9M | 0.00% | +60,105+11.5% | Added |
| Rivernorth Capital Management, LLC | 494,902 | $10.1M | 0.38% | −75,371−13.2% | Reduced |
| Royal Bank of Canada | 438,992 | $8.94M | 0.00% | +12,351+2.9% | Added |
| Parametric Portfolio Associates LLC | 142,879 | $2.91M | 0.00% | −33,084−18.8% | Reduced |
| Oppenheimer & Co Inc | 109,162 | $2.22M | 0.04% | −5,780−5.0% | Reduced |
| Shaker Financial Services, LLC | 86,806 | $1.77M | 0.67% | +31,433+56.8% | Added |
| SkyView Investment Advisors, LLC | 75,432 | $1.54M | 0.36% | −81,523−51.9% | Reduced |
| Wealthsource Partners, LLC | 45,718 | $931.0K | 0.06% | +22,761+99.1% | Added |
| Stifel Financial Corp | 45,575 | $928.0K | 0.00% | −2,609−5.4% | Reduced |
| Guggenheim Capital LLC | 38,092 | $776.0K | 0.00% | +3,343+9.6% | Added |
| Capital Analysts, LLC | 37,062 | $755.0K | 0.05% | +2,159+6.2% | Added |
| Private Advisor Group, LLC | 35,800 | $729.0K | 0.01% | +700+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,403 | $701.0K | 0.00% | +184+0.5% | Added |
| Raymond James & Associates | 32,918 | $671.0K | 0.00% | +6,152+23.0% | Added |
| Optimum Investment Advisors | 29,777 | $607.0K | 0.26% | −694−2.3% | Reduced |
| Wedbush Securities Inc | 24,987 | $509.0K | 0.02% | +3,911+18.6% | Added |
| Stephens Inc | 22,820 | $465.0K | 0.01% | +160+0.7% | Added |
| Atria Wealth Solutions, Inc. | 21,468 | $437.0K | 0.01% | +21,468 | New |
| City of London Investment Management Co Ltd | 20,521 | $419.0K | 0.03% | −4,279−17.3% | Reduced |
| D.A. Davidson & Co. | 19,538 | $398.0K | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,789 | $342.0K | 0.00% | +2,282+15.7% | Added |
| San Luis Wealth Advisors LLC | 17,522 | $341.0K | 0.17% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 15,875 | $323.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 15,783 | $321.0K | 0.00% | +241+1.6% | Added |
| Cetera Advisor Networks LLC | 15,199 | $310.0K | 0.00% | +2,650+21.1% | Added |
| Kestra Advisory Services, LLC | 13,235 | $270.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,250 | $250.0K | 0.00% | +1,500+14.0% | Added |
| Ahrens Investment Partners LLC | 10,821 | $220.0K | 0.07% | +9,604+789.2% | Added |
| Bank of America Corp | 4,324 | $88.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,750 | $56.0K | 0.00% | −4,704−63.1% | Reduced |
| Salem Investment Counselors Inc | 1,500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,155 | $23.5K | 0.00% | +510+79.1% | Added |
| Ellis Investment Partners, LLC | 514 | $10.0K | 0.00% | +11+2.2% | Added |
| Raleigh Capital Management Inc. | 510 | $10.0K | 0.01% | +510 | New |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −348,467−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −252,545−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |