P
CPZ

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

&Partners’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
Q1 		$469K Buy
34,598
+971
+3% +$14.2K ﹤0.01% 1734
2025
Q4 		$492K Buy
+33,627
New +$511K ﹤0.01% 1615

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

&Partners's CPZ Position: Q1 2026 in Review

&Partners increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 2.9% in Q1 2026, buying an estimated $14.2K and bringing the position to 34,598 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

&Partners first reported a position in CPZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $492K in Q4 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • &Partners held 34,598 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $469K as of Q1 2026.
  • &Partners bought 971 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $14.2K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1734 holding.
  • &Partners first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2025 and has held it in 2 quarters since.
  • &Partners's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $492K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.