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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.

Q3 2023 vs. Q2 2023

How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of CPZ: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders491480
Shares5.60M6.72K5.94M+350.0K (+6.3%)
Value$86.7M$103.9K$87.9M+$1.29M (+1.5%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (4)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to CPZ in Q3 2023
InstitutionSharesValue% of portfolio
Cohen & Steers, Inc.95,000$1.41M0.00%
Wealth Enhancement Advisory Services, LLC46,481$687.5K0.00%
Comerica Bank16,208$239.7K0.00%
FMR LLC1$150.00%

Sold out (4)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of CPZ in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Landscape Capital Management, L.L.C.18,354$283.9K
Cresset Asset Management, LLC17,778$275.0K
Weiss Asset Management LP12,966$200.6K
Sykon Capital LLC10,000$154.7K

Not filed for Q3 2023 yet (1)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CPZ in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
First Capital Advisors Group, LLC.6,719$103.9K