Jeff Yass’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Jeff Yass’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	–	Sell	-10,062	Closed	-$137K	–	13526
2026 Q1	$137K	Buy	+10,062	New	+$148K	﹤0.01%	12107
2024 Q2	–	Sell	-13,725	Closed	-$212K	–	12173
2024 Q1	$212K	Buy	+13,725	New	+$206K	﹤0.01%	10481
2023 Q1	–	Sell	-21,255	Closed	-$323K	–	12663
2022 Q4	$323K	Buy	+21,255	New	+$331K	﹤0.01%	8910

Other funds holding CPZ

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jeff Yass's CPZ Position: Q2 2026 in Review

Jeff Yass sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026, closing a stake of 10,062 shares — an estimated $137K sold.

Jeff Yass first reported a position in CPZ in Q4 2022 and held it in 3 quarters. The position peaked at $323K in Q4 2022. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

Jeff Yass reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 10,062 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $137K.
Jeff Yass first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2022 and held it in 3 quarters.
Jeff Yass's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $323K in Q4 2022.
61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.