CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

55 hedge funds and large institutions have $95.6M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$7.11M
2
LPL Financial
2
LPL Financial
California
$2.52M
3
BCA
3
Bay Colony Advisors
Massachusetts
$445K
4
RAM
4
Readystate Asset Management
Illinois
$413K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$320K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$874K
2
UBS Group
2
UBS Group
Switzerland
$6.1M
3
RCM
3
Rivernorth Capital Management
Florida
$8.72M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$593K
5
GC
5
Guggenheim Capital
Illinois
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$17.5M 1,080,868 – –
Morgan Stanley
2
Morgan Stanley
New York
$11.7M 720,268 +13,895 +2%
RCM
3
Rivernorth Capital Management
Florida
$8.72M 537,178 -41,752 -7%
AAM
4
Advisors Asset Management
Colorado
$8.05M 496,036 -3,267 -0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$7.11M 438,105 +103,935 +31%
UBS Group
6
UBS Group
Switzerland
$6.1M 375,591 -43,305 -10%
Wells Fargo
7
Wells Fargo
California
$4.33M 266,504 -14,749 -5%
PCM
8
Penserra Capital Management
California
$4.3M 264,689 +7,801 +3%
OC
9
Oppenheimer & Co
New York
$3.44M 212,205 +1,311 +0.6%
Cohen & Steers
10
Cohen & Steers
New York
$2.61M 160,854 – –
LPL Financial
11
LPL Financial
California
$2.52M 155,431 +41,685 +37%
GC
12
Guggenheim Capital
Illinois
$1.94M 119,832 -25,557 -18%
JWCA
13
J.W. Cole Advisors
Florida
$1.72M 105,966 -417 -0.4%
Stifel Financial
14
Stifel Financial
Missouri
$1.31M 80,762 -1,873 -2%
AWS
15
Atria Wealth Solutions
New York
$1.1M 67,367 +134 +0.2%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.04M 63,830 +11,727 +23%
PAG
17
Private Advisor Group
New Jersey
$992K 61,150 +1,200 +2%
KAS
18
Kestra Advisory Services
Texas
$932K 57,446 +5,755 +11%
SCM
19
Saba Capital Management
New York
$874K 53,861 -390,641 -88%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$828K 50,994 +396 +0.8%
SI
21
Stephens Inc
Arkansas
$807K 49,745 -9,445 -16%
IWA
22
Integrity Wealth Advisors
California
$649K 39,995 -13,669 -25%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$607K 37,425 -1,984 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$593K 39,983 -31,747 -44%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$517K 31,845 -2,173 -6%
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