Skip to main content

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.

Q1 2022 vs. Q4 2021

How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of CPZ: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders40237−1
Shares5.92M23.9K5.27M−619.1K (−10.5%)
Value$115.2M$466.0K$107.4M−$7.38M (−6.4%)

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (2)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to CPZ in Q1 2022
InstitutionSharesValue% of portfolio
Atria Wealth Solutions, Inc.21,468$437.0K0.01%
Raleigh Capital Management Inc.510$10.0K0.01%

Sold out (3)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of CPZ in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Saba Capital Management, L.P.348,467$6.79M
Advisors Asset Management, Inc.252,545$4.92M
FMR LLC1$0

Not filed for Q1 2022 yet (2)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CPZ in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
NEXT Financial Group, Inc19,087$372.0K
Harbour Investments, Inc.4,815$94.0K