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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 2023 vs. Q4 2022

How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of CPZ: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders56248−6
Shares5.52M1.32K5.30M−219.3K (−4.0%)
Value$84.0M$20.1K$81.9M−$2.00M (−2.4%)

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 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 2023 but not at the end of Q4 2022.

Institutions new to CPZ in Q1 2023
InstitutionSharesValue% of portfolio
CNH Partners LLC17,278$266.8K0.01%
Northwestern Mutual Wealth Management Co2,500$38.6K0.00%

Sold out (8)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of CPZ in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Susquehanna International Group, LLP21,255$322.9K
Jane Street Group, LLC18,722$284.4K
Coastal Investment Advisors, Inc.15,107$229.5K
Weiss Asset Management LP10,962$166.5K
Synovus Financial Corp10,219$155.2K
Bank of America Corp300$4.56K
The PNC Financial Services Group, Inc.250$3.80K
Tower Research Capital LLC (TRC)88$1.00K

Not filed for Q1 2023 yet (2)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CPZ in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
CoreCap Advisors, LLC1,170$17.8K
Cornerstone Planning Group LLC146$2.35K