Calamos Long/Short Equity & Dynamic Income Trust
CPZ • NASDAQ
Calamos Long/Short Equity & Dynamic Income Trust is a asset management company in the financial services sector on NASDAQ. As of Q3 2025, 50 institutional investors hold shares in this company, with total holdings valued at $67.6M. MORGAN STANLEY is the largest holder with a position valued at $12.8M.
Asset Management
Financial Services
Websitecalamos.com
Overview
Overview of institutional ownership in CPZ as of Q3 2025
All Institutions
- Institutions
- 50
- Value Held
- $67.6M
- Shares Held
- 4.2M
- Avg Position
- $1.4M
- Median Position
- $357.1K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $7.1M
- Shares Held
- 439.6K
- Avg Position
- $3.6M
- Median Position
- $3.6M
Biggest Investors
Institutions with the largest positions in CPZ as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $12.8M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $7.4M 0.00% of portfolio |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $6.9M 0.42% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $6.5M 0.11% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $4.5M 0.00% of portfolio |
 UBS Group AG Institution | $3.9M 0.00% of portfolio |
 OPPENHEIMER & CO INC RIA/Wealth | $3.5M 0.04% of portfolio |
L LPL Financial LLC Institution | $3.5M 0.00% of portfolio |
J J.W. COLE ADVISORS, INC. Institution | $1.8M 0.03% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $1.5M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CPZ in Q3 2025
- Traded
- −$294.5K
- Buyers
- 31
- Sellers
- 16
- Total Bought
- +$7.5M
- Total Sold
- −$7.8M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
T TrueMark Investments, LLC Institution | +$1.3M +78.6K shares |
MORGAN STANLEY RIA/Wealth | +$1.1M +69.5K shares |
L LPL Financial LLC Institution | +$1.0M +62.4K shares |
 INTEGRITY WEALTH ADVISORS, INC. RIA/Wealth | +$798.1K +49.3K shares |
 B&L ASSET MANAGEMENT LLC RIA/Wealth | +$527.5K +32.6K shares |
 VestGen Advisors, LLC RIA/Wealth | +$429.2K +26.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$275.4K +17.0K shares |
 LEVEL FOUR ADVISORY SERVICES, LLC RIA/Wealth | +$228.7K +14.2K shares |
WELLS FARGO & COMPANY/MN Institution | +$226.5K +14.0K shares |
 National Asset Management, Inc. RIA/Wealth | +$193.1K +11.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
UBS Group AG Institution | −$2.2M −135.1K shares |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$1.8M −108.9K shares |
Advisors Asset Management, Inc. ETF Provider | −$1.5M −94.9K shares |
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | −$687.3K −42.5K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$438.0K −27.0K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | −$413.1K −25.5K shares |
 Shaker Financial Services, LLC RIA/Wealth | −$206.8K −12.7K shares |
X XTX Topco Ltd Institution | −$201.0K −12.4K shares |
 Cresset Asset Management, LLC RIA/Wealth | −$168.5K −10.4K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$73.4K −4.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CPZ in Q3 2025
- New Positions
- 9
- New Value
- $2.8M
- Exited Positions
- 7
- Exited Value
- $1.0M
New Positions
| Institution | Position Value |
|---|---|
T TrueMark Investments, LLC Institution | $1.3M 78.6K shares |
B&L ASSET MANAGEMENT LLC RIA/Wealth | $527.5K 32.6K shares |
VestGen Advisors, LLC RIA/Wealth | $429.2K 26.6K shares |
LEVEL FOUR ADVISORY SERVICES, LLC RIA/Wealth | $228.7K 14.2K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $184.0K 11.4K shares |
 Sovran Advisors, LLC RIA/Wealth | $181.8K 12.1K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $14.0K 864.0 shares |
A Advisory Services Network, LLC RIA/Wealth | $3.8K 234.0 shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $3.2K 200.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | $413.1K 25.5K shares |
Shaker Financial Services, LLC RIA/Wealth | $206.8K 12.7K shares |
X XTX Topco Ltd Institution | $201.0K 12.4K shares |
Cresset Asset Management, LLC RIA/Wealth | $168.5K 10.4K shares |
 McIlrath & Eck, LLC RIA/Wealth | $21.1K 1.3K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $1.1K 70.0 shares |
 CWM, LLC RIA/Wealth | - 30.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CPZ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CPZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
INTEGRITY WEALTH ADVISORS, INC. RIA/Wealth | 0.52% $1.4M |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.42% $6.9M |
B&L ASSET MANAGEMENT LLC RIA/Wealth | 0.27% $527.5K |
T TrueMark Investments, LLC Institution | 0.22% $1.3M |
 OPTIMUM INVESTMENT ADVISORS RIA/Wealth | 0.17% $429.2K |
Advisors Asset Management, Inc. ETF Provider | 0.11% $6.5M |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.09% $608.7K |
0.05% $426.3K | |
OPPENHEIMER & CO INC RIA/Wealth | 0.04% $3.5M |
J J.W. COLE ADVISORS, INC. Institution | 0.03% $1.8M |
Hedge Fund Spotlight
Discover hedge funds investing in CPZ
RIVERNORTH CAPITAL MANAGEMENT, LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerPatrick William Galley
- Portfolio Value
- $1.7B
- Positions
- 297
- Last Reported
- Q3 2025
Sector Allocation
Position in Calamos Long/Short Equity & Dynamic Income Trust
- Market Value
- $6.9M
- Shares Held
- 428.3K
- Portfolio Weight
- 0.42%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $48.7M | 2.95% | |
Unknown Unknown | $48.3M | 2.92% | |
Unknown Unknown | $42.3M | 2.56% |
