Calamos Long/Short Equity & Dynamic Income Trust (CPZ)

• Market cap: $327M
• 1 day: 0.79%
• 5 days: 1.34%
• 1 month: 2.78%
• 3 months: 5.99%
• 6 months: 8.62%
• Year to date: 11.60%
• 1 year: 7.63%
• 5 years: 6.33%
• 10 years: -16.72%
• Sector: Financials
• Industry: Asset Management

About: Calamos L/S Equity & Dynamic Inc Trust is a trust company which seeks to provide current income and risk-managed capital appreciation. The company invests in securities across sectors such as Industrials, Healthcare, Financials, Consumer Discretionary and others.

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

8% more funds holding

Funds holding: 51 [Q1] → 55 (+4) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

1% less capital invested

Capital invested by funds: $96.5M [Q1] → $95.6M (-$839K) [Q2]

1.55% less ownership

Funds ownership: 31.58% [Q1] → 30.03% (-1.55%) [Q2]