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 %
SIA
1
Sit Investment Associates
Minnesota
$16.8M +$1.14M +73,346 +7%
Morgan Stanley
2
Morgan Stanley
New York
$11M -$2.44M -156,856 -18%
RCM
3
Rivernorth Capital Management
Florida
$9.01M -$73.4K -4,718 -0.8%
AAM
4
Advisors Asset Management
Colorado
$7.77M +$195K +12,530 +3%
SCM
5
Saba Capital Management
New York
$6.92M -$7.35M -472,343 -52%
UBS Group
6
UBS Group
Switzerland
$6.52M -$371K -23,854 -5%
Raymond James Financial
7
Raymond James Financial
Florida
$5.2M +$450K +28,900 +9%
Wells Fargo
8
Wells Fargo
California
$4.38M -$437K -28,112 -9%
PCM
9
Penserra Capital Management
California
$4M -$365K -23,468 -8%
OC
10
Oppenheimer & Co
New York
$3.28M +$214K +13,774 +7%
Cohen & Steers
11
Cohen & Steers
New York
$2.5M – – –
GC
12
Guggenheim Capital
Illinois
$2.26M +$204K +13,124 +10%
LPL Financial
13
LPL Financial
California
$1.77M -$8.85K -569 -0.5%
JWCA
14
J.W. Cole Advisors
Florida
$1.66M +$448K +28,797 +37%
Stifel Financial
15
Stifel Financial
Missouri
$1.29M -$1.01K -65 -0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.12M +$483K +31,066 +76%
AWS
17
Atria Wealth Solutions
New York
$1.05M +$407K +26,136 +64%
PAG
18
Private Advisor Group
New Jersey
$933K +$14K +900 +2%
SI
19
Stephens Inc
Arkansas
$921K -$10.6K -680 -1%
IWA
20
Integrity Wealth Advisors
California
$835K +$43.3K +2,783 +5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$811K +$261K +16,747 +47%
KAS
22
Kestra Advisory Services
Texas
$804K +$4.17K +268 +0.5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$787K -$292K -18,771 -27%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$613K +$4.03K +259 +0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$529K -$139K -8,926 -21%
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