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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 2024 vs. Q4 2023

How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of CPZ: Q4 2023 compared with Q1 2024
MeasureQ4 2023Q1 2024Change
Holders4952+3
Shares6.57M6.68M+109.1K (+1.7%)
Value$95.0M$103.1M+$8.11M (+8.5%)

New holders (11)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to CPZ in Q1 2024
InstitutionSharesValue% of portfolio
Nelson, Van Denburg & Campbell Wealth Management Group, LLC26,860$414.4K0.02%
Ameriprise Financial Inc25,481$393.2K0.00%
Cetera Investment Advisers18,619$287.3K0.00%
Susquehanna International Group, LLP13,725$211.8K0.00%
Catalina Capital Group, LLC10,237$158.0K0.07%
Whittier Trust Co7,500$115.7K0.00%
JPMorgan Chase & Co3,305$51.0K0.00%
Bank of America Corp1,493$23.0K0.00%
CoreCap Advisors, LLC1,170$18.1K0.00%
Continuum Advisory, LLC700$11.1K0.00%
Tower Research Capital LLC (TRC)197$3.04K0.00%

Sold out (8)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of CPZ in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
City of London Investment Management Co Ltd46,457$671.3K
Cetera Advisor Networks LLC18,881$272.8K
GWM Advisors LLC13,119$194.0K
Kayne Anderson Capital Advisors LP11,800$170.5K
Jane Street Group, LLC10,644$153.8K
Nomura Holdings Inc10,550$152.4K
Elequin Capital LP9,036$130.6K
Gradient Investments LLC1,000$14.4K