HF
CPZ

HRT Financial’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

HRT Financial’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
2026
Q2 		$364K Buy
+27,888
New +$372K ﹤0.01% 2931
2020
Q1 		– Sell
-12,764
Closed -$250K – 860
2019
Q4 		$250K Buy
+12,764
New +$254K 0.01% 835

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

HRT Financial's CPZ Position: Q2 2026 in Review

HRT Financial opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026: 27,888 shares worth $364K. The stake represents ﹤0.01% of the portfolio and ranks #2931 among its holdings. This is a return to the name: HRT Financial previously reported a position in CPZ as recently as Q4 2019.

HRT Financial first reported a position in CPZ in Q4 2019 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • HRT Financial held 27,888 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $364K as of Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust was a new HRT Financial position in Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2931 holding.
  • HRT Financial first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2019 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.