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CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

51 hedge funds and large institutions have $96.5M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

2% more funds holding

Funds holding: 50 → 51 (+1)

4% less capital invested

Capital invested by funds: $100M → $96.5M (-$3.99M)

2.92% less ownership

Funds ownership: 34.51% → 31.58% (-2.9%)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.13M
2
Osaic Holdings
Osaic Holdings
Arizona
+$480K
3
Raymond James Financial
Raymond James Financial
Florida
+$446K
4
JWCA
J.W. Cole Advisors
Florida
+$445K
5
AWS
Atria Wealth Solutions
New York
+$404K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$7.3M
2
Morgan Stanley
Morgan Stanley
New York
-$2.42M
3
SFS
Shaker Financial Services
Virginia
-$736K
4
AA
AQR Arbitrage
Connecticut
-$733K
5
Citadel Advisors
Citadel Advisors
Florida
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$438K -$4.39K -284 -1%
Ameriprise
27
Ameriprise
Minnesota
$367K -$33.1K -2,140 -8%
OIA
28
Optimum Investment Advisors
Illinois
$356K +$148K +9,560 +72%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$322K +$26.4K +1,707 +9%
Comerica Bank
30
Comerica Bank
Texas
$263K +$5.56K +360 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$260K +$258K +16,678 New
BCM
32
Brookstone Capital Management
Illinois
$256K +$7.31K +473 +3%
WS
33
Wedbush Securities
California
$210K -$99.1K -6,412 -32%
Bank of America
34
Bank of America
North Carolina
$208K +$153K +9,890 +283%
BAM
35
Belpointe Asset Management
Nevada
$200K +$199K +12,868 New
FCA
36
Fortis Capital Advisors
Kansas
$200K +$199K +12,868 New
IAN
37
Integrated Advisors Network
Texas
$174K -$2.32K -150 -1%
CAM
38
Cresset Asset Management
Illinois
$157K +$156K +10,108 New
JP Morgan Chase
39
JP Morgan Chase
New York
$77.8K +$77.2K +5,000 New
HI
40
Harbour Investments
Wisconsin
$50K -$5.25K -340 -10%
LFG
41
Larson Financial Group
Missouri
$46.7K +$46.3K +3,000 New
SPIA
42
Steward Partners Investment Advisory
New York
$37.3K – – –
OP
43
ORG Partners
Indiana
$23.1K – – –
CA
44
CoreCap Advisors
Michigan
$18.2K – – –
SIC
45
Salem Investment Counselors
North Carolina
$17.9K – – –
AF
46
Advisornet Financial
Minnesota
$16.3K +$16.2K +1,050 New
CAL
47
Capital Analysts LLC
Pennsylvania
$11K +$11.4K +739 New
CA
48
Continuum Advisory
Idaho
$10.9K – – –
SWM
49
Spire Wealth Management
Virginia
$942 +$942 +61 New
MDA
50
Minot DeBlois Advisors
Massachusetts
$78 – – –
1
2
3

CPZ Hedge Fund Activity: Q1 2025 in Review

51 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q1 2025, worth a combined $96.5M — down 4% from $100M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CPZ positions and 8 closed out — a net gain of 1 holder — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.13M. The largest seller was Saba Capital Management, cutting an estimated $7.3M.

  • 51 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q1 2025, up from 50 in Q4 2024.
  • Funds reported $96.5M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q1 2025, down 4% quarter-over-quarter.
  • 9 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q1 2025 and 8 closed out, a net change of +1 holder.
  • The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $1.13M added.
  • The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q1 2025 was Saba Capital Management, an estimated $7.3M sold.

Based on aggregated 13F filings for Q1 2025.