CPZ

Calamos Long/Short Equity & Dynamic Income Trust

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$481K +$24.6K +1,516 +5%
BCA
27
Bay Colony Advisors
Massachusetts
$445K +$445K +27,431 New
OIA
28
Optimum Investment Advisors
Illinois
$421K +$50.3K +3,100 +14%
RAM
29
Readystate Asset Management
Illinois
$413K +$413K +25,450 New
BRWA
30
B. Riley Wealth Advisors
Florida
$320K +$320K +19,715 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$314K -$24.4K -1,486 -7%
BCM
32
Brookstone Capital Management
Illinois
$308K +$41.3K +2,542 +15%
Ameriprise
33
Ameriprise
Minnesota
$307K -$76.1K -4,688 -20%
Comerica Bank
34
Comerica Bank
Texas
$272K -$2.71K -167 -1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$252K -$18.5K -1,138 -7%
NFSG
36
Newbridge Financial Services Group
Florida
$215K +$215K +13,229 New
SFS
37
Shaker Financial Services
Virginia
$207K +$207K +12,739 New
WS
38
Wedbush Securities
California
$206K -$12.9K -799 -6%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$202K +$202K +12,430 New
XT
40
XTX Topco
Cayman Islands
$201K +$201K +12,384 New
IAN
41
Integrated Advisors Network
Texas
$188K +$5.68K +350 +3%
CAM
42
Cresset Asset Management
Illinois
$168K +$4.43K +273 +3%
Bank of America
43
Bank of America
North Carolina
$155K -$62.5K -3,853 -29%
SPIA
44
Steward Partners Investment Advisory
New York
$59.2K +$20.3K +1,250 +52%
HI
45
Harbour Investments
Wisconsin
$53.8K +$1.62K +100 +3%
AF
46
Advisornet Financial
Minnesota
$30.3K +$13.3K +819 +78%
OP
47
ORG Partners
Indiana
$24.4K
ME
48
McIlrath & Eck
Washington
$21.1K +$21.1K +1,300 New
CA
49
CoreCap Advisors
Michigan
$19K
SIC
50
Salem Investment Counselors
North Carolina
$18.7K