Calamos Long/Short Equity & Dynamic Income Trust
CPZ
54 hedge funds and large institutions have $96.3M 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, 18 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
6% more funds holding
Funds holding: 51 → 54 (+3)
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0% less capital invested
Capital invested by funds: $96.5M → $96.3M (-$133K)
1.35% less ownership
Funds ownership: 31.58% → 30.23% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.62M |
| 2 |
LPL Financial
San Diego,
California
|
+$650K |
| 3 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
+$428K |
| 4 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$397K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$6.09M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$675K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$651K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$399K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $2.01K | +$982 | +63 | +103% |
|
|
EC
52
Elequin Capital
New York
| $1.14K | +$1.09K | +70 | New |
|
|
MDA
53
Minot DeBlois Advisors
Boston,
Massachusetts
| $81 | – | – | – |
|
|
BAM
54
Belpointe Asset Management
Reno,
Nevada
| – | -$200K | -12,868 | Closed |
|
|
FCA
55
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$200K | -12,868 | Closed |
|
|
CAM
56
Cresset Asset Management
Chicago,
Illinois
| – | -$157K | -10,108 | Closed |
|
57
JP Morgan Chase
New York
| – | -$77.8K | -5,000 | Closed |
|
|
LFG
58
Larson Financial Group
St Louis,
Missouri
| – | -$46.7K | -3,000 | Closed |
|
|
CA
59
Continuum Advisory
Eagle,
Idaho
| – | -$10.9K | -700 | Closed |
|
CPZ Hedge Fund Activity: Q2 2025 in Review
54 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q2 2025, worth a combined $96.3M — down 0.14% from $96.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CPZ positions and 6 closed out — a net gain of 3 holders — while 19 added to existing stakes and 18 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $1.62M. The largest seller was Saba Capital Management, cutting an estimated $6.09M.
- 54 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q2 2025, up from 51 in Q1 2025.
- Funds reported $96.3M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q2 2025, down 0.14% quarter-over-quarter.
- 9 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q2 2025 and 6 closed out, a net change of +3 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q2 2025 was Raymond James Financial, an estimated $1.62M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q2 2025 was Saba Capital Management, an estimated $6.09M sold.
Based on aggregated 13F filings for Q2 2025.