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, Q4 2022
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Dec 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
- 56
- +10 vs. Q3 2022
- Shares held
- 5.52M
- +243.6K (+4.6%) vs. Q3 2022
- Total value
- $84.0M
- +$5.00M (+6.3%) vs. Q3 2022
- New holders
- 14
- 19 more added
- Sold out
- 4
- 19 more reduced
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,001,618 | $15.2M | 0.00% | −66,315−6.2% | Reduced |
| Sit Investment Associates Inc | 753,544 | $11.4M | 0.32% | −38,670−4.9% | Reduced |
| Wells Fargo & Company | 499,544 | $7.59M | 0.00% | −90,456−15.3% | Reduced |
| UBS Group AG | 481,783 | $7.32M | 0.00% | −151,728−24.0% | Reduced |
| Advisors Asset Management, Inc. | 464,785 | $7.06M | 0.15% | −33,771−6.8% | Reduced |
| Rivernorth Capital Management, LLC | 311,917 | $4.74M | 0.21% | −44,250−12.4% | Reduced |
| Cornerstone Advisors, LLC | 299,359 | $4.55M | 0.22% | +287,159+2,353.8% | Added |
| Shaker Financial Services, LLC | 258,144 | $3.96M | 1.85% | +90,482+54.0% | Added |
| Royal Bank of Canada | 189,275 | $2.88M | 0.00% | −43,681−18.8% | Reduced |
| Oppenheimer & Co Inc | 119,672 | $1.82M | 0.04% | +3,170+2.7% | Added |
| Saba Capital Management, L.P. | 96,321 | $1.46M | 0.02% | +96,321 | New |
| Raymond James Financial Services Advisors, Inc. | 86,848 | $1.32M | 0.00% | +68,882+383.4% | Added |
| Stifel Financial Corp | 70,969 | $1.08M | 0.00% | +3,494+5.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 58,632 | $891.0K | 0.00% | +10,203+21.1% | Added |
| Guggenheim Capital LLC | 55,074 | $836.6K | 0.01% | −631−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 54,484 | $832.2K | 0.01% | +31,979+142.1% | Added |
| Raymond James & Associates | 48,595 | $738.2K | 0.00% | +8,979+22.7% | Added |
| Stephens Inc | 47,965 | $728.6K | 0.01% | +12,335+34.6% | Added |
| City of London Investment Management Co Ltd | 42,167 | $641.4K | 0.05% | +21,646+105.5% | Added |
| Invesco Ltd. | 41,271 | $626.9K | 0.00% | +16,198+64.6% | Added |
| Logan Stone Capital, LLC | 39,081 | $593.6K | 0.22% | +39,081 | New |
| Advisor Group Holdings, Inc. | 38,676 | $587.0K | 0.00% | +15,874+69.6% | Added |
| Kestra Advisory Services, LLC | 37,681 | $572.4K | 0.01% | +7,455+24.7% | Added |
| Wedbush Securities Inc | 32,735 | $497.0K | 0.03% | +3,250+11.0% | Added |
| Private Advisor Group, LLC | 30,703 | $466.4K | 0.02% | −12,333−28.7% | Reduced |
| SkyView Investment Advisors, LLC | 30,398 | $462.0K | 0.14% | +135+0.4% | Added |
| Optimum Investment Advisors | 29,203 | $443.6K | 0.24% | −391−1.3% | Reduced |
| Susquehanna International Group, LLP | 21,255 | $322.9K | 0.00% | +21,255 | New |
| Landscape Capital Management, L.L.C. | 20,864 | $316.9K | 0.05% | +20,864 | New |
| Capital Analysts, LLC | 19,488 | $296.0K | 0.02% | −9,644−33.1% | Reduced |
| D.A. Davidson & Co. | 18,796 | $285.5K | 0.00% | −742−3.8% | Reduced |
| Jane Street Group, LLC | 18,722 | $284.4K | 0.00% | +18,722 | New |
| Janney Montgomery Scott LLC | 18,250 | $277.0K | 0.00% | +5,000+37.7% | Added |
| Elequin Capital LP | 16,163 | $245.5K | 0.07% | +16,163 | New |
| Scotia Capital Inc. | 16,103 | $244.6K | 0.00% | −682−4.1% | Reduced |
| Calamos Wealth Management LLC | 15,875 | $241.1K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 15,107 | $229.5K | 0.06% | −4,527−23.1% | Reduced |
| Cetera Advisor Networks LLC | 13,486 | $204.9K | 0.00% | −12,246−47.6% | Reduced |
| LPL Financial LLC | 12,903 | $196.0K | 0.00% | +12,903 | New |
| Atlas Wealth LLC | 12,500 | $189.9K | 0.05% | +12,500 | New |
| San Luis Wealth Advisors LLC | 12,326 | $187.0K | 0.17% | −6,041−32.9% | Reduced |
| Almitas Capital LLC | 11,408 | $173.3K | 0.08% | +11,408 | New |
| Ahrens Investment Partners LLC | 11,234 | $170.6K | 0.08% | +299+2.7% | Added |
| Weiss Asset Management LP | 10,962 | $166.5K | 0.01% | +10,962 | New |
| Sigma Planning Corp | 10,500 | $159.5K | 0.01% | −100−0.9% | Reduced |
| Synovus Financial Corp | 10,219 | $155.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,365 | $81.5K | 0.03% | +5,165+2,582.5% | Added |
| Harbour Investments, Inc. | 4,630 | $70.3K | 0.00% | −850−15.5% | Reduced |
| JPMorgan Chase & Co | 4,227 | $64.0K | 0.00% | +3,843+1,000.8% | Added |
| Salem Investment Counselors Inc | 1,500 | $23.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,170 | $17.8K | 0.00% | +1,170 | New |
| Raleigh Capital Management Inc. | 600 | $9.11K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 300 | $4.56K | 0.00% | −9,024−96.8% | Reduced |
| The PNC Financial Services Group, Inc. | 250 | $3.80K | 0.00% | +250 | New |
| Cornerstone Planning Group LLC | 146 | $2.35K | 0.00% | +146 | New |
| Tower Research Capital LLC (TRC) | 88 | $1.00K | 0.00% | +88 | New |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −66,807−100.0% | Sold out |
| Treasure Coast Financial Planning | 0 | $0 | 0.00% | −10,401−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −539−100.0% | Sold out |