Skip to main content

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 2026 vs. Q4 2025

How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of CPZ: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders59258+1
Shares6.18M19.3K5.87M−291.9K (−4.7%)
Value$90.3M$281.7K$79.6M−$10.5M (−11.6%)

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (6)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to CPZ in Q1 2026
InstitutionSharesValue% of portfolio
Fifth Third Bancorp16,868$228.9K0.00%
Envestnet Asset Management Inc16,475$223.6K0.00%
Susquehanna International Group, LLP10,062$136.5K0.00%
Quarry LP2,359$32.0K0.01%
Salem Investment Counselors Inc1,150$15.6K0.00%
Advisory Services Network, LLC119$1.61K0.00%

Sold out (5)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of CPZ in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
J.W. Cole Advisors, Inc.108,845$1.59M
Almitas Capital LLC25,204$368.5K
XTX Topco Ltd14,653$214.2K
Bank of America Corp2,557$37.4K
Pinnacle Wealth Planning Services, Inc.26$380

Not filed for Q1 2026 yet (2)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CPZ in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Comerica Bank17,768$259.8K
ORG Partners LLC1,500$21.9K