Calamos Long/Short Equity & Dynamic Income Trust
CPZ
61 hedge funds and large institutions have $79.4M invested in Calamos Long/Short Equity & Dynamic Income Trust in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
5% more funds holding
Funds holding: 58 → 61 (+3)
1.02% more ownership
Funds ownership: 29.88% → 30.9% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $79.6M → $79.4M (-$198K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$4.47M |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$1.96M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$801K |
| 4 |
LPL Financial
San Diego,
California
|
+$626K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.02M |
| 2 |
Morgan Stanley
New York
|
-$1.97M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$931K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$843K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$568K |
CPZ Hedge Fund Activity: Q2 2026 in Review
61 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) for Q2 2026, worth a combined $79.4M — down 0.25% from $79.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CPZ positions and 9 closed out — a net gain of 4 holders — while 22 added to existing stakes and 17 trimmed.
The largest buyer was Saba Capital Management, opening a new position worth an estimated $4.47M. The largest seller was Sit Investment Associates, cutting an estimated $2.02M.
- 61 institutional investors held Calamos Long/Short Equity & Dynamic Income Trust (CPZ) as of Q2 2026, up from 58 in Q1 2026.
- Funds reported $79.4M of Calamos Long/Short Equity & Dynamic Income Trust stock for Q2 2026, down 0.25% quarter-over-quarter.
- 13 funds opened new Calamos Long/Short Equity & Dynamic Income Trust positions in Q2 2026 and 9 closed out, a net change of +4 holders.
- The largest Calamos Long/Short Equity & Dynamic Income Trust buyer in Q2 2026 was Saba Capital Management, an estimated $4.47M added.
- The largest Calamos Long/Short Equity & Dynamic Income Trust seller in Q2 2026 was Sit Investment Associates, an estimated $2.02M sold.
Based on aggregated 13F filings for Q2 2026.