SA
CPZ

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

Sovran Advisors’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 		$226K Buy
16,577
+3,956
+31% +$58K 0.02% 524
2025
Q4 		$190K Buy
12,621
+512
+4% +$7.78K 0.02% 547
2025
Q3 		$182K Buy
+12,109
New +$199K 0.02% 517

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

Sovran Advisors's CPZ Position: Q1 2026 in Review

Sovran Advisors increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 31% in Q1 2026, buying an estimated $58K and bringing the position to 16,577 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #524.

Sovran Advisors first reported a position in CPZ in Q3 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Sovran Advisors held 16,577 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $226K as of Q1 2026.
  • Sovran Advisors bought 3,956 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $58K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.02% of Sovran Advisors's portfolio in Q1 2026, its #524 holding.
  • Sovran Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.