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 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
4% more funds holding
Funds holding: 52 → 54 (+2)
0% less capital invested
Capital invested by funds: $96.7M → $96.3M (-$322K)
1.41% less ownership
Funds ownership: 31.65% → 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 |
CPZ Hedge Fund Activity: Q2 2025 in Review
54 of the 7,614 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 0.33% from $96.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CPZ positions and 6 closed out — a net gain of 2 holders — while 20 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 52 in Q1 2025.
- Funds reported $96.3M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q2 2025, down 0.33% quarter-over-quarter.
- 8 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q2 2025 and 6 closed out, a net change of +2 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.