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 %
AA
51
AQR Arbitrage
Connecticut
– -$733K -49,416 Closed
SFS
52
Shaker Financial Services
Virginia
– -$736K -49,239 Closed
Citadel Advisors
53
Citadel Advisors
Florida
– -$485K -32,694 Closed
CWM
54
Calamos Wealth Management
Illinois
– -$397K -26,783 Closed
EC
55
Elequin Capital
New York
– -$16.4K -1,105 Closed
WAS
56
Winch Advisory Services
Wisconsin
– -$776 -52 Closed
WA
57
WPG Advisers
Maryland
– -$549 -37 Closed
Fidelity Investments
58
Fidelity Investments
Massachusetts
– -$15 -1 Closed
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