CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

$15.56

0.58%

Market Cap: 305M

About: Calamos L/S Equity & Dynamic Inc Trust is a trust company which seeks to provide current income and risk-managed capital appreciation. The company invests in securities across sectors such as Industrials, Healthcare, Financials, Consumer Discretionary and others.

0

Funds holding %

of 6,702 funds

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Analysts bullish %

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News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $95M [Q4 2023] → $103M (+$8.03M) [Q1 2024]

2% more funds holding

Funds holding: 49 [Q4 2023] → 50 (+1) [Q1 2024]

0.53% more ownership

Funds ownership: 33.49% [Q4 2023] → 34.02% (+0.53%) [Q1 2024]

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Research analyst outlook

We haven’t received any recent analyst ratings for CPZ.

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Financial journalist opinion

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

METRO CHICAGO , July 1, 2024 /PRNewswire/ -- Calamos Investments®* has announced monthly distributions and sources of distributions paid in July 2024 to shareholders of its seven closed-end funds (the Funds) pursuant to the Funds' respective distribution plans. Fund Distribution Payable date Record date Ex-dividend date CHI (inception 06/26/2002) Calamos Convertible Opportunities and Income Fund $0.0950 7/19/24 7/12/24 7/12/24 CHY (inception 05/28/2003) Calamos Convertible and High Income Fund $0.1000 7/19/24 7/12/24 7/12/24 CSQ (inception 03/26/2004) Calamos Strategic Total Return Fund $0.1025 7/19/24 7/12/24 7/12/24 CGO (inception 10/27/2005) Calamos Global Total Return Fund $0.0800 7/19/24 7/12/24 7/12/24 CHW (inception 06/27/2007) Calamos Global Dynamic Income Fund $0.0500 7/19/24 7/12/24 7/12/24 CCD (inception 03/27/2015) Calamos Dynamic Convertible and Income Fund $0.1950 7/19/24 7/12/24 7/12/24 CPZ (inception 11/29/2019) Calamos Long/Short Equity & Dynamic Income Trust $0.1400 7/19/24 7/12/24 7/12/24 The following table provides estimates of Calamos Global Total Return Fund's and Calamos Global Dynamic Income Fund's distribution sources, reflecting YTD cumulative experience.

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

CPZ: Discount Has Appeal, But Not Enough

Calamos L/S Equity & Dynamic Inc Trust offers exposure to a dynamic portfolio, but has a portfolio that works against itself. Overall, I believe there are limited reasons to own the CPZ closed-end fund, and even those reasons come with their own issues. I believe there are alternatives where investors could put their capital to work and be more effective, including new Calamos "buffer ETFs."

CPZ: Discount Has Appeal, But Not Enough

CORRECTION: Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

METRO CHICAGO, Ill. , June 4, 2024 /PRNewswire/ -- Calamos Investments®* has announced corrections to monthly distributions and sources of distributions paid in June 2024 to shareholders of its seven closed-end funds (the Funds) pursuant to the Funds' respective distribution plans.

CORRECTION: Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

METRO CHICAGO, Ill. , June 3, 2024 /PRNewswire/ -- Calamos Investments®* has announced monthly distributions and sources of distributions paid in June 2024 to shareholders of its seven closed-end funds (the Funds) pursuant to the Funds' respective distribution plans.

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

METRO CHICAGO, Ill. , May 1, 2024 /PRNewswire/ -- Calamos Investments®* has announced monthly distributions and sources of distributions paid in May 2024 to shareholders of its seven closed-end funds (the Funds) pursuant to the Funds' respective distribution plans.

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

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Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

METRO CHICAGO, Ill. , March 1, 2024 /PRNewswire/ -- Calamos Investments®* has announced monthly distributions and sources of distributions paid in March 2024 to shareholders of its seven closed-end funds (the Funds) pursuant to the Funds' respective distribution plans.

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

CPZ: Very Unique Strategy, But No Reason To Buy This Over An Index

Calamos L/S Equity & Dynamic Inc. Trust offers a high level of current income with an 11.07% yield, higher than most equity-focused closed-end funds. The CPZ closed-end fund's recent performance has been disappointing, with a decline of 23.72% over the past three years. The fund's long-short equity strategy focuses on the technology sector and has been betting against the S&P 500 Index, which has paid off in the past year. However, the fund's overall performance has been crushed by major indices.

CPZ: Very Unique Strategy, But No Reason To Buy This Over An Index

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

METRO CHICAGO, Ill. , March 1, 2024 /PRNewswire/ -- Calamos Investments®* has announced monthly distributions and sources of distributions paid in March 2024 to shareholders of its seven closed-end funds (the Funds) pursuant to the Funds' respective distribution plans.

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

METRO CHICAGO , Feb. 1, 2024 /PRNewswire/ -- Calamos Investments®* has announced monthly distributions and sources of distributions paid in February 2024 to shareholders of its seven closed-end funds (the Funds) pursuant to the Funds' respective distribution plans. Fund Distribution Payable Record Ex-dividend date date date CHI (inception 06/26/2002) Calamos Convertible Opportunities and Income Fund $0.0950 2/20/24 2/12/24 2/9/24 CHY (inception 05/28/2003) Calamos Convertible and High Income $0.1000 2/20/24 2/12/24 2/9/24 Fund CSQ (inception 03/26/2004) Calamos Strategic Total Return Fund $0.1025 2/20/24 2/12/24 2/9/24 CGO (inception 10/27/2005) Calamos Global Total Return Fund $0.0800 2/20/24 2/12/24 2/9/24 CHW (inception 06/27/2007) Calamos Global Dynamic Income Fund $0.0500 2/20/24 2/12/24 2/9/24 CCD (inception 03/27/2015) Calamos Dynamic Convertible and $0.1950 2/20/24 2/12/24 2/9/24 Income Fund CPZ (inception 11/29/2019) Calamos Long/Short Equity & Dynamic Income Trust $0.1400 2/20/24 2/12/24 2/9/24 The following table provides estimates of Calamos Global Total Return Fund's and Calamos Global Dynamic Income Fund's distribution sources, reflecting YTD cumulative experience.

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

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