CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

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
Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.69%
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

1
SIA
Sit Investment Associates
Minnesota
+$1.14M
2
Osaic Holdings
Osaic Holdings
Arizona
+$483K
3
Raymond James Financial
Raymond James Financial
Florida
+$450K
4
JWCA
J.W. Cole Advisors
Florida
+$448K
5
AWS
Atria Wealth Solutions
New York
+$407K

Top Sellers

1
SCM
Saba Capital Management
New York
-$7.35M
2
Morgan Stanley
Morgan Stanley
New York
-$2.44M
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 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$438K -$4.42K -284 -1%
Ameriprise
27
Ameriprise
Minnesota
$367K -$33.3K -2,140 -8%
OIA
28
Optimum Investment Advisors
Illinois
$356K +$149K +9,560 +72%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$322K +$26.6K +1,707 +9%
Comerica Bank
30
Comerica Bank
Texas
$263K +$5.6K +360 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$260K +$260K +16,678 New
BCM
32
Brookstone Capital Management
Illinois
$256K +$7.36K +473 +3%
WS
33
Wedbush Securities
California
$210K -$99.6K -6,412 -32%
Bank of America
34
Bank of America
North Carolina
$208K +$154K +9,890 +283%
BAM
35
Belpointe Asset Management
Nevada
$200K +$200K +12,868 New
FCA
36
Fortis Capital Advisors
Kansas
$200K +$200K +12,868 New
IAN
37
Integrated Advisors Network
Texas
$174K -$2.33K -150 -1%
CAM
38
Cresset Asset Management
Illinois
$157K +$157K +10,108 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$77.8K +$77.8K +5,000 New
HI
40
Harbour Investments
Wisconsin
$50K -$5.29K -340 -10%
LFG
41
Larson Financial Group
Missouri
$46.7K +$46.7K +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 +$16.3K +1,050 New
CAL
47
Capital Analysts LLC
Pennsylvania
$11K +$11K +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