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 2023
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Mar 31, 2023. 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
- 48
- −6 vs. Q4 2022
- Shares held
- 5.30M
- −219.3K (−4.0%) vs. Q4 2022
- Total value
- $81.9M
- −$2.00M (−2.4%) vs. Q4 2022
- New holders
- 2
- 19 more added
- Sold out
- 8
- 16 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $79.4M |
| 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 2023
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,028,193 | $15.9M | 0.00% | +26,575+2.7% | Added |
| Sit Investment Associates Inc | 753,324 | $11.6M | 0.32% | −2200.0% | Reduced |
| UBS Group AG | 458,779 | $7.09M | 0.00% | −23,004−4.8% | Reduced |
| Advisors Asset Management, Inc. | 458,214 | $7.07M | 0.14% | −6,571−1.4% | Reduced |
| Wells Fargo & Company | 457,243 | $7.06M | 0.00% | −42,301−8.5% | Reduced |
| Rivernorth Capital Management, LLC | 300,078 | $4.64M | 0.22% | −11,839−3.8% | Reduced |
| Royal Bank of Canada | 206,553 | $3.19M | 0.00% | +17,278+9.1% | Added |
| Cornerstone Advisors, LLC | 195,704 | $3.02M | 0.14% | −103,655−34.6% | Reduced |
| Shaker Financial Services, LLC | 191,983 | $2.97M | 1.30% | −66,161−25.6% | Reduced |
| Oppenheimer & Co Inc | 129,917 | $2.01M | 0.04% | +10,245+8.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 102,704 | $1.59M | 0.00% | +15,856+18.3% | Added |
| Saba Capital Management, L.P. | 96,321 | $1.49M | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 74,606 | $1.15M | 0.00% | +3,637+5.1% | Added |
| Raymond James & Associates | 67,504 | $1.04M | 0.00% | +18,909+38.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 59,251 | $915.0K | 0.00% | +619+1.1% | Added |
| Guggenheim Capital LLC | 58,669 | $905.8K | 0.01% | +3,595+6.5% | Added |
| Atria Wealth Solutions, Inc. | 52,527 | $811.5K | 0.01% | −1,957−3.6% | Reduced |
| Stephens Inc | 51,660 | $798.1K | 0.02% | +3,695+7.7% | Added |
| Logan Stone Capital, LLC | 43,698 | $675.1K | 0.27% | +4,617+11.8% | Added |
| Invesco Ltd. | 41,237 | $637.1K | 0.00% | −34−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 41,131 | $635.5K | 0.00% | +2,455+6.3% | Added |
| Kestra Advisory Services, LLC | 37,110 | $573.3K | 0.01% | −571−1.5% | Reduced |
| Private Advisor Group, LLC | 30,703 | $474.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 30,512 | $471.4K | 0.25% | +1,309+4.5% | Added |
| SkyView Investment Advisors, LLC | 30,398 | $470.0K | 0.11% | 00.0% | Unchanged |
| LPL Financial LLC | 30,210 | $466.8K | 0.00% | +17,307+134.1% | Added |
| Wedbush Securities Inc | 29,787 | $460.0K | 0.02% | −2,948−9.0% | Reduced |
| City of London Investment Management Co Ltd | 21,646 | $333.0K | 0.03% | −20,521−48.7% | Reduced |
| Almitas Capital LLC | 20,500 | $316.7K | 0.15% | +9,092+79.7% | Added |
| Capital Analysts, LLC | 19,488 | $301.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,950 | $293.0K | 0.00% | +700+3.8% | Added |
| Cetera Advisor Networks LLC | 18,320 | $283.0K | 0.00% | +4,834+35.8% | Added |
| D.A. Davidson & Co. | 17,296 | $267.2K | 0.00% | −1,500−8.0% | Reduced |
| CNH Partners LLC | 17,278 | $266.8K | 0.01% | +17,278 | New |
| Scotia Capital Inc. | 16,495 | $254.7K | 0.00% | +392+2.4% | Added |
| Calamos Wealth Management LLC | 15,875 | $245.1K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 13,513 | $208.8K | 0.03% | −7,351−35.2% | Reduced |
| Atlas Wealth LLC | 12,500 | $193.1K | 0.04% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 12,326 | $190.0K | 0.07% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 11,452 | $176.9K | 0.09% | +218+1.9% | Added |
| Sigma Planning Corp | 10,500 | $162.2K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,346 | $98.0K | 0.03% | +981+18.3% | Added |
| Harbour Investments, Inc. | 4,630 | $71.5K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3,178 | $49.1K | 0.03% | −12,985−80.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,500 | $38.6K | 0.00% | +2,500 | New |
| Salem Investment Counselors Inc | 1,500 | $23.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,403 | $22.0K | 0.00% | −2,824−66.8% | Reduced |
| Raleigh Capital Management Inc. | 600 | $9.27K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,255−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,722−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −15,107−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −10,962−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −10,219−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |