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CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

59 hedge funds and large institutions have $94.6M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

9% more funds holding

Funds holding: 54 → 59 (+5)

0.42% less ownership

Funds ownership: 30.23% → 29.81% (-0.42%)

2% less capital invested

Capital invested by funds: $96.3M → $94.6M (-$1.7M)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TI
TrueMark Investments
Illinois
+$1.29M
2
Morgan Stanley
Morgan Stanley
New York
+$1.14M
3
LPL Financial
LPL Financial
California
+$1.03M
4
IWA
Integrity Wealth Advisors
California
+$810K
5
PCM
Penserra Capital Management
California
+$626K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.22M
2
RCM
Rivernorth Capital Management
Florida
-$1.79M
3
AAM
Advisors Asset Management
Colorado
-$1.56M
4
Cohen & Steers
Cohen & Steers
New York
-$1.06M
5
SCM
Saba Capital Management
New York
-$699K
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWS
26
McCarter Private Wealth Services
Massachusetts
$527K +$537K +32,641 New
BRWA
27
B. Riley Wealth Advisors
Florida
$512K +$196K +11,949 +61%
OIA
28
Optimum Investment Advisors
Illinois
$429K +$9.86K +600 +2%
VA
29
VestGen Advisors
Illinois
$429K +$437K +26,560 New
BCA
30
Bay Colony Advisors
Massachusetts
$426K -$17.3K -1,052 -4%
BCM
31
Brookstone Capital Management
Illinois
$407K +$102K +6,179 +33%
Ameriprise
32
Ameriprise
Minnesota
$307K +$1.48K +90 +0.5%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$306K – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$297K +$46.4K +2,824 +18%
Comerica Bank
35
Comerica Bank
Texas
$287K +$16.4K +1,000 +6%
LFAS
36
Level Four Advisory Services
Texas
$229K +$233K +14,152 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$227K +$26.7K +1,624 +13%
NFSG
38
Newbridge Financial Services Group
Florida
$214K – – –
WS
39
Wedbush Securities
California
$209K +$3.17K +193 +2%
IAN
40
Integrated Advisors Network
Texas
$187K – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$184K +$187K +11,389 New
SCM
42
Saba Capital Management
New York
$183K -$699K -42,531 -79%
SA
43
Sovran Advisors
California
$182K +$199K +12,109 New
BAM
44
Belpointe Asset Management
Nevada
$171K +$174K +10,572 New
FCA
45
Fortis Capital Advisors
Kansas
$171K +$174K +10,572 New
Invesco
46
Invesco
Georgia
$168K +$171K +10,422 New
Bank of America
47
Bank of America
North Carolina
$80.7K -$74.7K -4,543 -48%
SPIA
48
Steward Partners Investment Advisory
New York
$59K – – –
HI
49
Harbour Investments
Wisconsin
$48.1K -$5.59K -340 -10%
AF
50
Advisornet Financial
Minnesota
$45.5K +$15.6K +947 +51%
1
2
3

CPZ Hedge Fund Activity: Q3 2025 in Review

59 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q3 2025, worth a combined $94.6M — down 1.8% from $96.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CPZ positions and 6 closed out — a net gain of 6 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was TrueMark Investments, opening a new position worth an estimated $1.29M. The largest seller was UBS Group, cutting an estimated $2.22M.

  • 59 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q3 2025, up from 54 in Q2 2025.
  • Funds reported $94.6M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q3 2025, down 1.8% quarter-over-quarter.
  • 12 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q3 2025 and 6 closed out, a net change of +6 holders.
  • The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q3 2025 was TrueMark Investments, an estimated $1.29M added.
  • The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q3 2025 was UBS Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2025.