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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
OP
51
ORG Partners
Indiana
$24.2K – – –
CA
52
CoreCap Advisors
Michigan
$18.9K – – –
SIC
53
Salem Investment Counselors
North Carolina
$18.6K – – –
GWM
54
Geneos Wealth Management
Colorado
$14K +$14.2K +864 New
CAL
55
Capital Analysts LLC
Pennsylvania
$12K – – –
ASN
56
Advisory Services Network
Georgia
$3.78K +$3.85K +234 New
HWP
57
Highline Wealth Partners
California
$3.23K +$3.29K +200 New
SWM
58
Spire Wealth Management
Virginia
$2.05K +$49 +3 +2%
MDA
59
Minot DeBlois Advisors
Massachusetts
$81 – – –
RAM
60
Readystate Asset Management
Illinois
– -$413K -25,450 Closed
SFS
61
Shaker Financial Services
Virginia
– -$207K -12,739 Closed
XT
62
XTX Topco
Cayman Islands
– -$201K -12,384 Closed
ME
63
McIlrath & Eck
Washington
– -$21.1K -1,300 Closed
EC
64
Elequin Capital
New York
– -$1.14K -70 Closed
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.