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 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 | $79.4M |
| Q1 2026 | 58 | $79.6M |
| Q4 2025 | 59 | $90.3M |
| Q3 2025 | 59 | $94.6M |
| Q2 2025 | 54 | $96.3M |
| Q1 2025 | 52 | $96.7M |
| Q4 2024 | 50 | $100.5M |
| Q3 2024 | 47 | $105.0M |
| Q2 2024 | 49 | $96.5M |
| Q1 2024 | 52 | $103.1M |
| Q4 2023 | 49 | $95.0M |
| 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 | $133.7M |
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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 514 | $10.0K | 0.00% | +11+2.2% | Added |
| Raleigh Capital Management Inc. | 510 | $10.0K | 0.01% | +510 | New |
| Koshinski Asset Management, Inc. | 1,155 | $23.5K | 0.00% | +510+79.1% | Added |
| Salem Investment Counselors Inc | 1,500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,750 | $56.0K | 0.00% | −4,704−63.1% | Reduced |
| Bank of America Corp | 4,324 | $88.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 10,821 | $220.0K | 0.07% | +9,604+789.2% | Added |
| Janney Montgomery Scott LLC | 12,250 | $250.0K | 0.00% | +1,500+14.0% | Added |
| Kestra Advisory Services, LLC | 13,235 | $270.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 15,199 | $310.0K | 0.00% | +2,650+21.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,783 | $321.0K | 0.00% | +241+1.6% | Added |
| Calamos Wealth Management LLC | 15,875 | $323.0K | 0.02% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 17,522 | $341.0K | 0.17% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,789 | $342.0K | 0.00% | +2,282+15.7% | Added |
| D.A. Davidson & Co. | 19,538 | $398.0K | 0.00% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 20,521 | $419.0K | 0.03% | −4,279−17.3% | Reduced |
| Atria Wealth Solutions, Inc. | 21,468 | $437.0K | 0.01% | +21,468 | New |
| Stephens Inc | 22,820 | $465.0K | 0.01% | +160+0.7% | Added |
| Wedbush Securities Inc | 24,987 | $509.0K | 0.02% | +3,911+18.6% | Added |
| Optimum Investment Advisors | 29,777 | $607.0K | 0.26% | −694−2.3% | Reduced |
| Raymond James & Associates | 32,918 | $671.0K | 0.00% | +6,152+23.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,403 | $701.0K | 0.00% | +184+0.5% | Added |
| Private Advisor Group, LLC | 35,800 | $729.0K | 0.01% | +700+2.0% | Added |
| Capital Analysts, LLC | 37,062 | $755.0K | 0.05% | +2,159+6.2% | Added |
| Guggenheim Capital LLC | 38,092 | $776.0K | 0.00% | +3,343+9.6% | Added |
| Stifel Financial Corp | 45,575 | $928.0K | 0.00% | −2,609−5.4% | Reduced |
| Wealthsource Partners, LLC | 45,718 | $931.0K | 0.06% | +22,761+99.1% | Added |
| SkyView Investment Advisors, LLC | 75,432 | $1.54M | 0.36% | −81,523−51.9% | Reduced |
| Shaker Financial Services, LLC | 86,806 | $1.77M | 0.67% | +31,433+56.8% | Added |
| Oppenheimer & Co Inc | 109,162 | $2.22M | 0.04% | −5,780−5.0% | Reduced |
| Parametric Portfolio Associates LLC | 142,879 | $2.91M | 0.00% | −33,084−18.8% | Reduced |
| Royal Bank of Canada | 438,992 | $8.94M | 0.00% | +12,351+2.9% | Added |
| Rivernorth Capital Management, LLC | 494,902 | $10.1M | 0.38% | −75,371−13.2% | Reduced |
| Wells Fargo & Company | 584,491 | $11.9M | 0.00% | +60,105+11.5% | Added |
| UBS Group AG | 685,942 | $14.0M | 0.01% | −3,223−0.5% | Reduced |
| Sit Investment Associates Inc | 910,177 | $18.5M | 0.50% | 00.0% | Unchanged |
| Morgan Stanley | 1,207,556 | $24.6M | 0.00% | +11,155+0.9% | Added |
| 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 |