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
$7.11M
2
LPL Financial
LPL Financial
California
$2.52M
3
BCA
Bay Colony Advisors
Massachusetts
$445K
4
RAM
Readystate Asset Management
Illinois
$413K
5
Morgan Stanley
Morgan Stanley
New York
$11.7M

Top Sellers

1
SCM
Saba Capital Management
New York
$874K
2
UBS Group
UBS Group
Switzerland
$6.1M
3
RCM
Rivernorth Capital Management
Florida
$8.72M
4
Osaic Holdings
Osaic Holdings
Arizona
$593K
5
GC
Guggenheim Capital
Illinois
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$17.5M – – –
Morgan Stanley
2
Morgan Stanley
New York
$11.7M +$226K +13,895 +2%
RCM
3
Rivernorth Capital Management
Florida
$8.72M -$678K -41,752 -7%
AAM
4
Advisors Asset Management
Colorado
$8.05M -$53K -3,267 -0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$7.11M +$1.69M +103,935 +31%
UBS Group
6
UBS Group
Switzerland
$6.1M -$703K -43,305 -10%
Wells Fargo
7
Wells Fargo
California
$4.33M -$239K -14,749 -5%
PCM
8
Penserra Capital Management
California
$4.3M +$127K +7,801 +3%
OC
9
Oppenheimer & Co
New York
$3.44M +$21.3K +1,311 +0.6%
Cohen & Steers
10
Cohen & Steers
New York
$2.61M – – –
LPL Financial
11
LPL Financial
California
$2.52M +$677K +41,685 +37%
GC
12
Guggenheim Capital
Illinois
$1.94M -$415K -25,557 -18%
JWCA
13
J.W. Cole Advisors
Florida
$1.72M -$6.77K -417 -0.4%
Stifel Financial
14
Stifel Financial
Missouri
$1.31M -$30.4K -1,873 -2%
AWS
15
Atria Wealth Solutions
New York
$1.1M +$2.18K +134 +0.2%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.04M +$190K +11,727 +23%
PAG
17
Private Advisor Group
New Jersey
$992K +$19.5K +1,200 +2%
KAS
18
Kestra Advisory Services
Texas
$932K +$93.4K +5,755 +11%
SCM
19
Saba Capital Management
New York
$874K -$6.34M -390,641 -88%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$828K +$6.43K +396 +0.8%
SI
21
Stephens Inc
Arkansas
$807K -$153K -9,445 -16%
IWA
22
Integrity Wealth Advisors
California
$649K -$222K -13,669 -25%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$607K -$32.2K -1,984 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$593K -$471K -31,747 -44%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$517K -$35.3K -2,173 -6%
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