SCM
CPZ

Saba Capital Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Saba Capital Management’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
Q4 		– Sell
-11,330
Closed -$183K – 363
2025
Q3 		$183K Sell
11,330
-42,531
-79% -$699K 0.01% 226
2025
Q2 		$874K Sell
53,861
-390,641
-88% -$6.09M 0.02% 180
2025
Q1 		$6.92M Sell
444,502
-472,343
-52% -$7.3M 0.19% 70
2024
Q4 		$13.6M Sell
916,845
-86,235
-9% -$1.34M 0.32% 54
2024
Q3 		$15.7M Buy
1,003,080
+1,255
+0.1% +$19.4K 0.33% 65
2024
Q2 		$15.3M Buy
1,001,825
+5,847
+0.6% +$89.9K 0.25% 73
2024
Q1 		$15.4M Buy
995,978
+238,891
+32% +$3.59M 0.26% 75
2023
Q4 		$10.9M Buy
757,087
+356,268
+89% +$5.11M 0.22% 107
2023
Q3 		$5.93M Buy
400,819
+165,626
+70% +$2.54M 0.14% 131
2023
Q2 		$3.64M Buy
235,193
+138,872
+144% +$2.11M 0.09% 179
2023
Q1 		$1.49M Hold
96,321
– – 0.03% 355
2022
Q4 		$1.46M Buy
+96,321
New +$1.5M 0.02% 507
2022
Q1 		– Sell
-348,467
Closed -$6.79M – 953
2021
Q4 		$6.79M Sell
348,467
-402,354
-54% -$8.08M 0.1% 292
2021
Q3 		$15.3M Sell
750,821
-64,801
-8% -$1.31M 0.37% 44
2021
Q2 		$17M Sell
815,622
-252,919
-24% -$5.22M 0.49% 32
2021
Q1 		$21.5M Sell
1,068,541
-48,481
-4% -$904K 0.69% 26
2020
Q4 		$19.5M Buy
+1,117,022
New +$18.1M 0.8% 31

Other funds holding CPZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Saba Capital Management's CPZ Position: Q4 2025 in Review

Saba Capital Management sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2025, closing a stake of 11,330 shares — an estimated $183K sold.

Saba Capital Management first reported a position in CPZ in Q4 2020 and held it in 17 quarters. The position peaked at $21.5M in Q1 2021. 59 funds tracked by Wall St. Rank hold CPZ as of Q4 2025.

  • Saba Capital Management reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q4 2025 after selling out during the quarter.
  • Saba Capital Management sold 11,330 Calamos Long/Short Equity & Dynamic Income Trust shares in Q4 2025, an estimated $183K.
  • Saba Capital Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2020 and held it in 17 quarters.
  • Saba Capital Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $21.5M in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2025.

Based on Saba Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.