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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.

Q4 2024 vs. Q3 2024

How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of CPZ: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders47250+5
Shares6.70M252.2K6.77M+330.2K (+5.1%)
Value$105.0M$3.96M$100.5M−$627.5K (−0.6%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (8)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to CPZ in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc305,270$4.53M0.00%
Integrity Wealth Advisors, Inc.50,881$754.6K0.55%
Integrated Advisors Network LLC11,356$168.4K0.01%
ORG Partners LLC1,500$22.2K0.00%
Elequin Capital LP1,105$16.4K0.00%
WPG Advisers, LLC37$5490.00%
Minot DeBlois Advisors LLC5$740.00%
FMR LLC1$150.00%

Sold out (3)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CPZ in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Cornerstone Advisors, LLC33,275$522.1K
Walleye Capital LLC18,483$290.0K
Catalina Capital Group, LLC16,717$262.3K

Not filed for Q4 2024 yet (2)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CPZ in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James Financial Services Advisors, Inc.159,652$2.50M
Raymond James & Associates92,596$1.45M