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, Q4 2024
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Dec 31, 2024. 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
- 50
- +5 vs. Q3 2024
- Shares held
- 6.77M
- +330.2K (+5.1%) vs. Q3 2024
- Total value
- $100.5M
- −$627.5K (−0.6%) vs. Q3 2024
- New holders
- 8
- 21 more added
- Sold out
- 3
- 13 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $15 | 0.00% | +1 | New |
| Minot DeBlois Advisors LLC | 5 | $74 | 0.00% | +5 | New |
| WPG Advisers, LLC | 37 | $549 | 0.00% | +37 | New |
| Winch Advisory Services, LLC | 52 | $776 | 0.00% | +1+2.0% | Added |
| Continuum Advisory, LLC | 700 | $10.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,105 | $16.4K | 0.00% | +1,105 | New |
| CoreCap Advisors, LLC | 1,170 | $17.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,150 | $17.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,500 | $22.2K | 0.00% | +1,500 | New |
| Steward Partners Investment Advisory, LLC | 2,400 | $35.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,500 | $51.9K | 0.00% | +1,244+55.1% | Added |
| Harbour Investments, Inc. | 3,555 | $52.7K | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 11,356 | $168.4K | 0.01% | +11,356 | New |
| Optimum Investment Advisors | 13,300 | $197.2K | 0.09% | 00.0% | Unchanged |
| Brookstone Capital Management | 15,985 | $237.1K | 0.00% | +515+3.3% | Added |
| Comerica Bank | 16,573 | $245.8K | 0.00% | −1,000−5.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 18,960 | $281.2K | 0.00% | −11,129−37.0% | Reduced |
| Wedbush Securities Inc | 19,929 | $296.0K | 0.01% | −4,564−18.6% | Reduced |
| Ameriprise Financial Inc | 25,754 | $381.9K | 0.00% | +456+1.8% | Added |
| Calamos Wealth Management LLC | 26,783 | $397.2K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 28,417 | $421.4K | 0.00% | +496+1.8% | Added |
| Citadel Advisors LLC | 32,694 | $484.9K | 0.00% | −96,700−74.7% | Reduced |
| Janney Montgomery Scott LLC | 35,356 | $524.0K | 0.00% | +3,160+9.8% | Added |
| Blue Bell Private Wealth Management, LLC | 39,150 | $580.6K | 0.11% | +3,968+11.3% | Added |
| Advisor Group Holdings, Inc. | 40,664 | $603.1K | 0.00% | +11,810+40.9% | Added |
| Atria Wealth Solutions, Inc. | 41,097 | $609.6K | 0.01% | +3,019+7.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 42,944 | $637.0K | 0.00% | −14,027−24.6% | Reduced |
| CNH Partners LLC | 49,416 | $732.8K | 0.02% | −51,004−50.8% | Reduced |
| Shaker Financial Services, LLC | 49,239 | $735.9K | 0.28% | +28,051+132.4% | Added |
| Integrity Wealth Advisors, Inc. | 50,881 | $754.6K | 0.55% | +50,881 | New |
| Kestra Advisory Services, LLC | 51,423 | $762.6K | 0.00% | −912−1.7% | Reduced |
| Private Advisor Group, LLC | 59,050 | $875.7K | 0.00% | +4,300+7.9% | Added |
| Stephens Inc | 59,870 | $887.9K | 0.01% | −2,030−3.3% | Reduced |
| Royal Bank of Canada | 69,369 | $1.03M | 0.00% | +37+0.1% | Added |
| J.W. Cole Advisors, Inc. | 77,586 | $1.15M | 0.05% | +28,301+57.4% | Added |
| Stifel Financial Corp | 82,700 | $1.23M | 0.00% | −6,730−7.5% | Reduced |
| LPL Financial LLC | 114,315 | $1.70M | 0.00% | +1,538+1.4% | Added |
| Guggenheim Capital LLC | 132,265 | $1.96M | 0.02% | +11,317+9.4% | Added |
| Cohen & Steers, Inc. | 160,854 | $2.38M | 0.00% | +10,000+6.6% | Added |
| Oppenheimer & Co Inc | 197,120 | $2.92M | 0.04% | +1,059+0.5% | Added |
| Penserra Capital Management LLC | 280,356 | $4.16M | 0.08% | +18,875+7.2% | Added |
| Raymond James Financial Inc | 305,270 | $4.53M | 0.00% | +305,270 | New |
| Wells Fargo & Company | 309,365 | $4.59M | 0.00% | −51,398−14.2% | Reduced |
| UBS Group AG | 442,750 | $6.57M | 0.00% | +46,607+11.8% | Added |
| Advisors Asset Management, Inc. | 486,773 | $7.22M | 0.13% | +94,945+24.2% | Added |
| Rivernorth Capital Management, LLC | 583,648 | $8.66M | 0.42% | −752−0.1% | Reduced |
| Morgan Stanley | 863,229 | $12.8M | 0.00% | −43,687−4.8% | Reduced |
| Saba Capital Management, L.P. | 916,845 | $13.6M | 0.34% | −86,235−8.6% | Reduced |
| Sit Investment Associates Inc | 1,007,522 | $14.9M | 0.34% | +129,034+14.7% | Added |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −33,275−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,483−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −16,717−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |