CPZ

Calamos Long/Short Equity & Dynamic Income Trust

59 hedge funds and large institutions have $90.3M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
26
Integrity Wealth Advisors
California
$682K
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$585K
CIA
28
Concurrent Investment Advisors
Florida
$578K
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$551K
BCM
30
Brookstone Capital Management
Illinois
$537K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$524K
P
32
&Partners
Tennessee
$492K
MPWS
33
McCarter Private Wealth Services
Massachusetts
$477K
BRWA
34
B. Riley Wealth Advisors
Florida
$477K
LSC
35
Logan Stone Capital
Illinois
$384K
AC
36
Almitas Capital
California
$368K
VA
37
VestGen Advisors
Illinois
$303K
AWM
38
Apollon Wealth Management
South Carolina
$287K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$268K
Comerica Bank
40
Comerica Bank
Texas
$260K
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$232K
XT
42
XTX Topco
Cayman Islands
$214K
WS
43
Wedbush Securities
California
$209K
RAM
44
Readystate Asset Management
Illinois
$203K
SA
45
Sovran Advisors
California
$190K
IAN
46
Integrated Advisors Network
Texas
$169K
Invesco
47
Invesco
Georgia
$164K
BAM
48
Belpointe Asset Management
Nevada
$159K
FCA
49
Fortis Capital Advisors
Kansas
$159K
AF
50
Advisornet Financial
Minnesota
$43.7K