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, Q1 2026
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Mar 31, 2026. 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
- 58
- +1 vs. Q4 2025
- Shares held
- 5.87M
- −291.9K (−4.7%) vs. Q4 2025
- Total value
- $79.6M
- −$10.5M (−11.6%) vs. Q4 2025
- New holders
- 6
- 28 more added
- Sold out
- 5
- 19 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 981,247 | $13.3M | 0.00% | +70,488+7.7% | Added |
| Sit Investment Associates Inc | 978,911 | $13.3M | 0.27% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 462,511 | $6.28M | 0.32% | −26,702−5.5% | Reduced |
| Raymond James Financial Inc | 364,251 | $4.94M | 0.00% | −9,683−2.6% | Reduced |
| Penserra Capital Management LLC | 341,707 | $4.64M | 0.05% | +8,026+2.4% | Added |
| LPL Financial LLC | 262,516 | $3.56M | 0.00% | +21,438+8.9% | Added |
| Wells Fargo & Company | 238,151 | $3.23M | 0.00% | +3,206+1.4% | Added |
| Oppenheimer & Co Inc | 225,511 | $3.06M | 0.04% | +4,475+2.0% | Added |
| Advisors Asset Management, Inc. | 192,539 | $2.61M | 0.04% | −147,709−43.4% | Reduced |
| Closed-End Fund Advisors, Inc. | 138,277 | $1.88M | 1.91% | −3,295−2.3% | Reduced |
| UBS Group AG | 130,957 | $1.78M | 0.00% | −23,689−15.3% | Reduced |
| Shaker Financial Services, LLC | 123,958 | $1.68M | 0.59% | −1,792−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 93,796 | $1.27M | 0.00% | +5,089+5.7% | Added |
| TrueMark Investments, LLC | 84,876 | $1.15M | 0.22% | +4,320+5.4% | Added |
| Janney Montgomery Scott LLC | 83,904 | $1.14M | 0.00% | +4,157+5.2% | Added |
| Stifel Financial Corp | 79,045 | $1.07M | 0.00% | +465+0.6% | Added |
| Evolve Private Wealth, LLC | 68,626 | $931.3K | 0.05% | +266+0.4% | Added |
| Stephens Inc | 63,890 | $867.0K | 0.01% | +1,775+2.9% | Added |
| Private Advisor Group, LLC | 62,150 | $843.4K | 0.00% | +1,500+2.5% | Added |
| Royal Bank of Canada | 58,471 | $793.0K | 0.00% | +7,585+14.9% | Added |
| Integrity Wealth Advisors, Inc. | 57,058 | $774.3K | 0.46% | +10,399+22.3% | Added |
| Kestra Advisory Services, LLC | 55,513 | $753.3K | 0.00% | −193−0.3% | Reduced |
| Concurrent Investment Advisors, LLC | 51,859 | $703.7K | 0.01% | +12,330+31.2% | Added |
| Readystate Asset Management LP | 50,009 | $678.6K | 0.04% | +36,109+259.8% | Added |
| Blue Bell Private Wealth Management, LLC | 45,830 | $621.9K | 0.09% | +5,816+14.5% | Added |
| Belpointe Asset Management LLC | 41,873 | $568.2K | 0.02% | +30,991+284.8% | Added |
| Fortis Capital Advisors, LLC | 41,873 | $568.2K | 0.07% | +30,991+284.8% | Added |
| Pathstone Holdings, LLC | 41,544 | $563.8K | 0.00% | −139,601−77.1% | Reduced |
| Brookstone Capital Management | 38,258 | $519.2K | 0.01% | +1,544+4.2% | Added |
| Cetera Investment Advisers | 36,470 | $494.9K | 0.00% | +653+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,291 | $492.0K | 0.00% | −1,393−3.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 34,598 | $469.5K | 0.00% | +971+2.9% | Added |
| Logan Stone Capital, LLC | 34,178 | $463.8K | 0.13% | +7,938+30.3% | Added |
| B&L Asset Management LLC | 30,991 | $420.5K | 0.18% | −1,650−5.1% | Reduced |
| Guggenheim Capital LLC | 26,782 | $363.4K | 0.00% | −39,468−59.6% | Reduced |
| Apollon Wealth Management, LLC | 19,662 | $266.8K | 0.00% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 19,195 | $257.6K | 0.01% | −1,515−7.3% | Reduced |
| Commonwealth Equity Services, LLC | 18,381 | $249.4K | 0.00% | +41+0.2% | Added |
| Fifth Third Bancorp | 16,868 | $228.9K | 0.00% | +16,868 | New |
| Sovran Advisors, LLC | 16,577 | $226.3K | 0.02% | +3,956+31.3% | Added |
| Envestnet Asset Management Inc | 16,475 | $223.6K | 0.00% | +16,475 | New |
| Jane Street Group, LLC | 16,121 | $218.8K | 0.00% | −41,046−71.8% | Reduced |
| Wedbush Securities Inc | 14,517 | $197.0K | 0.01% | +229+1.6% | Added |
| National Asset Management, Inc. | 14,287 | $189.0K | 0.01% | −18,342−56.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,481 | $183.9K | 0.00% | −2,107−13.5% | Reduced |
| Invesco Ltd. | 11,241 | $152.5K | 0.00% | +34+0.3% | Added |
| Integrated Advisors Network LLC | 10,306 | $139.9K | 0.01% | −1,250−10.8% | Reduced |
| Susquehanna International Group, LLP | 10,062 | $136.5K | 0.00% | +10,062 | New |
| AdvisorNet Financial, Inc | 2,422 | $32.9K | 0.00% | −566−18.9% | Reduced |
| Quarry LP | 2,359 | $32.0K | 0.01% | +2,359 | New |
| Salem Investment Counselors Inc | 1,150 | $15.6K | 0.00% | +1,150 | New |
| Harbour Investments, Inc. | 1,015 | $13.8K | 0.00% | −1,230−54.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $13.6K | 0.00% | −1,250−55.6% | Reduced |
| Geneos Wealth Management Inc. | 864 | $11.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 739 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 415 | $5.64K | 0.00% | +11+2.7% | Added |
| Highline Wealth Partners LLC | 200 | $2.71K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 119 | $1.61K | 0.00% | +119 | New |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −108,845−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −25,204−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,653−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |