Fidelity Investments’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Fidelity Investments’s Portfolio CPZ Stock Details CPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1	Closed	-$15	–	5358
2024 Q4	$15	Buy	+1	New	+$16	﹤0.01%	5404
2023 Q4	–	Sell	-1	Closed	-$15	–	5468
2023 Q3	$15	Buy	+1	New	+$15	﹤0.01%	5127
2022 Q1	–	Sell	-1	Closed	–	–	5015
2021 Q4	$0	Hold	1	–	–	﹤0.01%	4400
2021 Q3	$0	Buy	+1	New	+$20	﹤0.01%	4422

Other funds holding CPZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Fidelity Investments's CPZ Position: Q1 2025 in Review

Fidelity Investments sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2025, closing a stake of 1 share — an estimated $15 sold.

Fidelity Investments first reported a position in CPZ in Q3 2021 and held it in 4 quarters. The position peaked at $15 in Q4 2024. 51 funds tracked by Wall St. Rank hold CPZ as of Q1 2025.

Fidelity Investments reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 Calamos Long/Short Equity & Dynamic Income Trust share in Q1 2025, an estimated $15.
Fidelity Investments first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2021 and held it in 4 quarters.
Fidelity Investments's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $15 in Q4 2024.
51 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.