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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.

Q2 2026 vs. Q1 2026

How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of CPZ: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders58162+5
Shares5.87M57.1K6.07M+257.4K (+4.4%)
Value$79.6M$774.3K$79.4M+$575.9K (+0.7%)

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (14)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to CPZ in Q2 2026
InstitutionSharesValue% of portfolio
Saba Capital Management, L.P.335,551$4.39M0.13%
Atlas Wealth LLC147,233$1.93M0.27%
Almitas Capital LLC38,584$504.7K0.12%
HRT Financial LP27,888$364.0K0.00%
IMC-Chicago, LLC17,816$233.0K0.00%
Bleakley Financial Group, LLC16,900$221.1K0.00%
Marex Group plc16,119$210.8K0.00%
XTX Topco Ltd15,299$200.1K0.00%
Citadel Advisors LLC12,837$167.9K0.00%
Spirepoint Private Client, LLC10,612$138.8K0.01%
Continuum Advisory, LLC7,120$93.1K0.01%
Huntington National Bank–$44.5K0.00%
Farther Finance Advisors, LLC741$9.69K0.00%
JPMorgan Chase & Co66$8640.00%

Sold out (9)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of CPZ in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Private Advisor Group, LLC62,150$843.4K
Belpointe Asset Management LLC41,873$568.2K
Fortis Capital Advisors, LLC41,873$568.2K
Pathstone Holdings, LLC41,544$563.8K
B&L Asset Management LLC30,991$420.5K
National Asset Management, Inc.14,287$189.0K
Susquehanna International Group, LLP10,062$136.5K
Quarry LP2,359$32.0K
Advisory Services Network, LLC119$1.61K

Not filed for Q2 2026 yet (1)

Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CPZ in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Integrity Wealth Advisors, Inc.57,058$774.3K