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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$1.29M |
| 2 |
Morgan Stanley
New York
|
+$1.14M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.03M |
| 4 |
IWA
Integrity Wealth Advisors
Ventura,
California
|
+$810K |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$626K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.22M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.79M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.56M |
| 4 |
Cohen & Steers
New York
|
-$1.06M |
| 5 |
SCM
Saba Capital Management
New York
|
-$699K |
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.