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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 600 | $9.27K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,403 | $22.0K | 0.00% | −2,824−66.8% | Reduced |
| Salem Investment Counselors Inc | 1,500 | $23.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,500 | $38.6K | 0.00% | +2,500 | New |
| Elequin Capital LP | 3,178 | $49.1K | 0.03% | −12,985−80.3% | Reduced |
| Harbour Investments, Inc. | 4,630 | $71.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,346 | $98.0K | 0.03% | +981+18.3% | Added |
| Sigma Planning Corp | 10,500 | $162.2K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 11,452 | $176.9K | 0.09% | +218+1.9% | Added |
| San Luis Wealth Advisors LLC | 12,326 | $190.0K | 0.07% | 00.0% | Unchanged |
| Atlas Wealth LLC | 12,500 | $193.1K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 13,513 | $208.8K | 0.03% | −7,351−35.2% | Reduced |
| Calamos Wealth Management LLC | 15,875 | $245.1K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,495 | $254.7K | 0.00% | +392+2.4% | Added |
| CNH Partners LLC | 17,278 | $266.8K | 0.01% | +17,278 | New |
| D.A. Davidson & Co. | 17,296 | $267.2K | 0.00% | −1,500−8.0% | Reduced |
| Cetera Advisor Networks LLC | 18,320 | $283.0K | 0.00% | +4,834+35.8% | Added |
| Janney Montgomery Scott LLC | 18,950 | $293.0K | 0.00% | +700+3.8% | Added |
| Capital Analysts, LLC | 19,488 | $301.0K | 0.02% | 00.0% | Unchanged |
| Almitas Capital LLC | 20,500 | $316.7K | 0.15% | +9,092+79.7% | Added |
| City of London Investment Management Co Ltd | 21,646 | $333.0K | 0.03% | −20,521−48.7% | Reduced |
| Wedbush Securities Inc | 29,787 | $460.0K | 0.02% | −2,948−9.0% | Reduced |
| LPL Financial LLC | 30,210 | $466.8K | 0.00% | +17,307+134.1% | Added |
| SkyView Investment Advisors, LLC | 30,398 | $470.0K | 0.11% | 00.0% | Unchanged |
| Optimum Investment Advisors | 30,512 | $471.4K | 0.25% | +1,309+4.5% | Added |
| Private Advisor Group, LLC | 30,703 | $474.4K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 37,110 | $573.3K | 0.01% | −571−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 41,131 | $635.5K | 0.00% | +2,455+6.3% | Added |
| Invesco Ltd. | 41,237 | $637.1K | 0.00% | −34−0.1% | Reduced |
| Logan Stone Capital, LLC | 43,698 | $675.1K | 0.27% | +4,617+11.8% | Added |
| Stephens Inc | 51,660 | $798.1K | 0.02% | +3,695+7.7% | Added |
| Atria Wealth Solutions, Inc. | 52,527 | $811.5K | 0.01% | −1,957−3.6% | Reduced |
| Guggenheim Capital LLC | 58,669 | $905.8K | 0.01% | +3,595+6.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 59,251 | $915.0K | 0.00% | +619+1.1% | Added |
| Raymond James & Associates | 67,504 | $1.04M | 0.00% | +18,909+38.9% | Added |
| Stifel Financial Corp | 74,606 | $1.15M | 0.00% | +3,637+5.1% | Added |
| Saba Capital Management, L.P. | 96,321 | $1.49M | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 102,704 | $1.59M | 0.00% | +15,856+18.3% | Added |
| Oppenheimer & Co Inc | 129,917 | $2.01M | 0.04% | +10,245+8.6% | Added |
| Shaker Financial Services, LLC | 191,983 | $2.97M | 1.30% | −66,161−25.6% | Reduced |
| Cornerstone Advisors, LLC | 195,704 | $3.02M | 0.14% | −103,655−34.6% | Reduced |
| Royal Bank of Canada | 206,553 | $3.19M | 0.00% | +17,278+9.1% | Added |
| Rivernorth Capital Management, LLC | 300,078 | $4.64M | 0.22% | −11,839−3.8% | Reduced |
| Wells Fargo & Company | 457,243 | $7.06M | 0.00% | −42,301−8.5% | Reduced |
| Advisors Asset Management, Inc. | 458,214 | $7.07M | 0.14% | −6,571−1.4% | Reduced |
| UBS Group AG | 458,779 | $7.09M | 0.00% | −23,004−4.8% | Reduced |
| Sit Investment Associates Inc | 753,324 | $11.6M | 0.32% | −2200.0% | Reduced |
| Morgan Stanley | 1,028,193 | $15.9M | 0.00% | +26,575+2.7% | Added |
| 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 |