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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.

13F holders, Q2 2023

Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Jun 30, 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
49
+2 vs. Q1 2023
Shares held
5.60M
+308.8K (+5.8%) vs. Q1 2023
Total value
$86.7M
+$4.97M (+6.1%) vs. Q1 2023
New holders
6
27 more added
Sold out
4
7 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 49 institutions
Q1 2021: 34 institutionsQ2 2021: 37 institutionsQ3 2021: 42 institutionsQ4 2021: 40 institutionsQ1 2022: 37 institutionsQ2 2022: 44 institutionsQ3 2022: 46 institutionsQ4 2022: 56 institutionsQ1 2023: 48 institutionsQ2 2023: 49 institutionsQ3 2023: 48 institutionsQ4 2023: 49 institutionsQ1 2024: 52 institutionsQ2 2024: 49 institutionsQ3 2024: 47 institutionsQ4 2024: 50 institutionsQ1 2025: 52 institutionsQ2 2025: 54 institutionsQ3 2025: 59 institutionsQ4 2025: 59 institutionsQ1 2026: 58 institutionsQ2 2026: 62 institutions
Value heldQ2 2023: $86.7M
Q1 2021: $133.7MQ2 2021: $133.4MQ3 2021: $124.1MQ4 2021: $115.2MQ1 2022: $107.4MQ2 2022: $89.4MQ3 2022: $79.0MQ4 2022: $84.0MQ1 2023: $81.9MQ2 2023: $86.7MQ3 2023: $87.9MQ4 2023: $95.0MQ1 2024: $103.1MQ2 2024: $96.5MQ3 2024: $105.0MQ4 2024: $100.5MQ1 2025: $96.7MQ2 2025: $96.3MQ3 2025: $94.6MQ4 2025: $90.3MQ1 2026: $79.6MQ2 2026: $79.4M
Institutions holding CPZ and their total value by quarter
QuarterHoldersValue
Q2 202662$79.4M
Q1 202658$79.6M
Q4 202559$90.3M
Q3 202559$94.6M
Q2 202554$96.3M
Q1 202552$96.7M
Q4 202450$100.5M
Q3 202447$105.0M
Q2 202449$96.5M
Q1 202452$103.1M
Q4 202349$95.0M
Q3 202348$87.9M
Q2 202349$86.7M
Q1 202348$81.9M
Q4 202256$84.0M
Q3 202246$79.0M
Q2 202244$89.4M
Q1 202237$107.4M
Q4 202140$115.2M
Q3 202142$124.1M
Q2 202137$133.4M
Q1 202134$133.7M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q1 2023.

Institutions holding CPZ in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)146$2.26K0.00%+146New
Raleigh Capital Management Inc.600$9.28K0.00%00.0%Unchanged
Salem Investment Counselors Inc1,500$23.2K0.00%00.0%Unchanged
Harbour Investments, Inc.4,630$71.6K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.6,719$103.9K0.05%+6,719New
Elequin Capital LP8,183$126.6K0.06%+5,005+157.5%Added
Blue Bell Private Wealth Management, LLC8,446$130.7K0.03%+2,100+33.1%Added
Sykon Capital LLC10,000$154.7K0.11%+10,000New
GWM Advisors LLC10,993$170.1K0.00%+10,993New
San Luis Wealth Advisors LLC12,326$191.0K0.07%00.0%Unchanged
Weiss Asset Management LP12,966$200.6K0.03%+12,966New
Capital Analysts, LLC14,151$219.0K0.01%−5,337−27.4%Reduced
Calamos Wealth Management LLC15,875$245.6K0.02%00.0%Unchanged
D.A. Davidson & Co.17,296$267.6K0.00%00.0%Unchanged
Cresset Asset Management, LLC17,778$275.0K0.00%+17,778New
Landscape Capital Management, L.L.C.18,354$283.9K0.04%+4,841+35.8%Added
Atlas Wealth LLC18,259$286.3K0.05%+5,759+46.1%Added
Janney Montgomery Scott LLC18,950$293.0K0.00%00.0%Unchanged
Cetera Advisor Networks LLC20,264$313.5K0.00%+1,944+10.6%Added
City of London Investment Management Co Ltd21,646$335.8K0.03%00.0%Unchanged
Optimum Investment Advisors28,422$439.7K0.22%−2,090−6.8%Reduced
Wedbush Securities Inc31,989$495.0K0.02%+2,202+7.4%Added
SkyView Investment Advisors, LLC30,641$510.0K0.13%+243+0.8%Added
LPL Financial LLC34,735$537.4K0.00%+4,525+15.0%Added
Invesco Ltd.37,308$577.2K0.00%−3,929−9.5%Reduced
Kestra Advisory Services, LLC40,051$619.6K0.01%+2,941+7.9%Added
Private Advisor Group, LLC42,620$670.8K0.01%+11,917+38.8%Added
CNH Partners LLC45,354$701.6K0.03%+28,076+162.5%Added
Advisor Group Holdings, Inc.46,378$717.5K0.00%+5,247+12.8%Added
Atria Wealth Solutions, Inc.49,958$772.9K0.01%−2,569−4.9%Reduced
Stephens Inc57,485$889.3K0.02%+5,825+11.3%Added
Cambridge Investment Research Advisors, Inc.60,610$938.0K0.00%+1,359+2.3%Added
Logan Stone Capital, LLC67,575$1.05M0.35%+23,877+54.6%Added
Raymond James & Associates69,852$1.08M0.00%+2,348+3.5%Added
Stifel Financial Corp76,418$1.18M0.00%+1,812+2.4%Added
Guggenheim Capital LLC77,032$1.19M0.01%+18,363+31.3%Added
Almitas Capital LLC87,130$1.37M0.59%+66,630+325.0%Added
Raymond James Financial Services Advisors, Inc.112,681$1.74M0.00%+9,977+9.7%Added
Oppenheimer & Co Inc148,898$2.30M0.05%+18,981+14.6%Added
Cornerstone Advisors, LLC195,704$3.03M0.14%00.0%Unchanged
Shaker Financial Services, LLC210,057$3.25M1.42%+18,074+9.4%Added
Royal Bank of Canada217,026$3.36M0.00%+10,473+5.1%Added
Saba Capital Management, L.P.235,193$3.64M0.12%+138,872+144.2%Added
Advisors Asset Management, Inc.290,578$4.50M0.09%−167,636−36.6%Reduced
Rivernorth Capital Management, LLC323,114$5.00M0.25%+23,036+7.7%Added
UBS Group AG410,124$6.34M0.00%−48,655−10.6%Reduced
Wells Fargo & Company550,794$8.52M0.00%+93,551+20.5%Added
Sit Investment Associates Inc768,104$11.9M0.31%+14,780+2.0%Added
Morgan Stanley1,016,747$15.7M0.00%−11,446−1.1%Reduced
Scotia Capital Inc.0$00.00%−16,495−100.0%Sold out
Sigma Planning Corp0$00.00%−10,500−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−2,500−100.0%Sold out
JPMorgan Chase & Co0$00.00%−1,403−100.0%Sold out
Ahrens Investment Partners LLC––––Not filed