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Calamos Long/Short Equity & Dynamic Income Trust hedge fund holdings

CPZNASDAQ
$12.55+0.08 (+0.64%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CPZ · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-21.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252120$6.37M$9.83M54Aug 14, 2025
Q3 20252416$6.5M$9.65M58Nov 14, 2025
Q4 20252323$11.5M$8.2M59Feb 14, 2026
Q1 20261919$4.14M$8.33M58May 15, 2026
Q2 20262819$12.2M$8.87M59Aug 14, 2026

Quarterly action breakdown

Q2 2026
59 filers
New position
12
$8.09M+619K sh
Increased
16
$4.15M+317K sh
Reduced
10
-$5.66M-433K sh
Out / sold
9
-$3.21M-245K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Sit Investment Associates IncReduce 15.46%-$1.98M$10.8M0.20%Aug 12, 2026
Atlas Wealth LLCNew Buy+$1.93M$1.93M0.27%Jul 28, 2026
Shaker Financial Services, LLCAdded 48.46%+$786K$2.41M0.75%Jul 15, 2026
Belpointe Asset Management LLCSell 100%-$568K$00.00%Jul 31, 2026
Fortis Capital Advisors, LLCSell 100%-$568K$00.00%Jul 31, 2026
Mccarter Private Wealth Services LLCSell 100%-$421K$00.00%Aug 5, 2026
Readystate Asset Management LPReduce 43.43%-$284K$370K0.01%Aug 14, 2026
IMC-Chicago, LLCNew Buy+$233K$233K0.00%Aug 6, 2026
Guggenheim Capital LLCAdded 45.86%+$161K$511K0.00%Aug 12, 2026
Spirepoint Private Client, LLCNew Buy+$139K$139K0.01%Aug 5, 2026
Continuum Advisory, LLCNew Buy+$93.1K$93.1K0.01%Aug 6, 2026
Logan Stone Capital, LLCAdded 20.45%+$91.4K$538K0.11%Aug 14, 2026
TrueMark Investments, LLCAdded 7.07%+$78.5K$1.19M0.15%Jul 22, 2026
Brookstone Capital ManagementAdded 14.57%+$72.9K$573K0.01%Jul 15, 2026
Closed-End Fund Advisors, Inc.Added 3.54%+$64.1K$1.87M1.83%Jul 27, 2026
Concurrent Investment Advisors, LLCReduce 7.45%-$50.5K$628K0.01%Jul 27, 2026
Oppenheimer & Co IncReduce 1.25%-$36.8K$2.91M0.03%Aug 3, 2026
VestGen Advisors, LLCReduce 14.30%-$35.9K$215K0.01%Aug 11, 2026
Quarry LPSell 100%-$32K$00.00%Aug 14, 2026
Wedbush Securities IncReduce 16.40%-$31.2K$159K0.00%Jul 28, 2026
Sovran Advisors, LLCAdded 10.77%+$23.5K$242K0.02%Jul 30, 2026
&PartnersAdded 3.18%+$14.4K$467K0.00%Aug 14, 2026
Evolve Private Wealth, LLCReduce 1.33%-$12K$886K0.05%Aug 12, 2026
Spire Wealth ManagementAdded 44.58%+$2.42K$7.85K0.00%Jul 15, 2026

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