CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Overview Fund Activity

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
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$1.69M
2
LPL Financial
LPL Financial
California
+$677K
3
BCA
Bay Colony Advisors
Massachusetts
+$445K
4
RAM
Readystate Asset Management
Illinois
+$413K
5
Morgan Stanley
Morgan Stanley
New York
+$226K

Top Sellers

1
SCM
Saba Capital Management
New York
-$6.34M
2
UBS Group
UBS Group
Switzerland
-$703K
3
RCM
Rivernorth Capital Management
Florida
-$678K
4
Osaic Holdings
Osaic Holdings
Arizona
-$471K
5
GC
Guggenheim Capital
Illinois
-$415K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$12K – – –
SWM
52
Spire Wealth Management
Virginia
$2.01K +$1.02K +63 +103%
EC
53
Elequin Capital
New York
$1.14K +$1.14K +70 New
MDA
54
Minot DeBlois Advisors
Massachusetts
$81 – – –
BAM
55
Belpointe Asset Management
Nevada
– -$200K -12,868 Closed
FCA
56
Fortis Capital Advisors
Kansas
– -$200K -12,868 Closed
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
– -$77.8K -5,000 Closed
LFG
58
Larson Financial Group
Missouri
– -$46.7K -3,000 Closed
CA
59
Continuum Advisory
Idaho
– -$10.9K -700 Closed
1 2
3