Latest Period
Q1 2026
Security Snapshot
Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (CPZ) Institutional Ownership
CUSIP: 12812C106
13F Institutional Holders and Ownership History from Q4 2019 to Q1 2026
Institutions Reporting
58
Shares (Excl. Options)
5,865,877
Price
$13.57
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- Type / Class
- Equity / Common Stock
- Symbol
- CPZ on Nasdaq
- Shares outstanding
- 19,977,776
- Price per share
- $14.09
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 5,865,877
- Total reported value
- $79,593,295
- % of total 13F portfolios
- 0%
- Share change
- -291,929
- Value change
- -$4,113,740
- Number of holders
- 58
- Price from insider filings
- $14.09
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- CPZ - Calamos Long/Short Equity & Dynamic Income Trust - Common Stock is tracked under CUSIP 12812C106.
- 58 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 59 to 58 between Q4 2025 and Q1 2026.
- Reported value moved from $90,343,411 to $79,593,295.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 58 institutions filings for Q1 2026.
Security key
12812C106
Latest holder period
Q1 2026
13F holders
58
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
CPZ full holder history
Calamos Long/Short Equity & Dynamic Income Trust SEC filings
Calamos Long/Short Equity & Dynamic Income Trust insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 12812C106:
Significant Owners of Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (CPZ) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 4.9% | -4% | $14,184,420 | -$414,573 | 978,911 | -2.8% | Sit Investment Associates, Inc. | 31 Mar 2026 |
As of 31 Mar 2026, 58 institutional investors reported holding 5,865,877 shares of Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (CPZ). This represents 29% of the company’s total 19,977,776 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (CPZ) together control 27% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 4.9% | 981,247 | +7.7% | 0% | $13,315,532 |
| SIT INVESTMENT ASSOCIATES INC | 4.9% | 978,911 | 0% | 0.27% | $13,284,000 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.3% | 462,511 | -5.5% | 0.32% | $6,276,274 |
| RAYMOND JAMES FINANCIAL INC | 1.8% | 364,251 | -2.6% | 0% | $4,942,890 |
| Penserra Capital Management LLC | 1.7% | 341,707 | +2.4% | 0.05% | $4,636,000 |
| LPL Financial LLC | 1.3% | 262,516 | +8.9% | 0% | $3,562,343 |
| WELLS FARGO & COMPANY/MN | 1.2% | 238,151 | +1.4% | 0% | $3,231,712 |
| OPPENHEIMER & CO INC | 1.1% | 225,511 | +2% | 0.04% | $3,060,184 |
| Advisors Asset Management, Inc. | 0.96% | 192,539 | -43% | 0.04% | $2,612,754 |
| Closed-End Fund Advisors, Inc. | 0.69% | 138,277 | -2.3% | 1.9% | $1,876,413 |
| UBS Group AG | 0.66% | 130,957 | -15% | 0% | $1,777,086 |
| Shaker Financial Services, LLC | 0.62% | 123,958 | -1.4% | 0.59% | $1,682,111 |
| OSAIC HOLDINGS, INC. | 0.47% | 93,796 | +5.7% | 0% | $1,272,948 |
| TrueMark Investments, LLC | 0.42% | 84,876 | +5.4% | 0.22% | $1,151,767 |
| Janney Montgomery Scott LLC | 0.42% | 83,904 | +5.2% | 0% | $1,139,000 |
| STIFEL FINANCIAL CORP | 0.4% | 79,045 | +0.59% | 0% | $1,072,620 |
| EVOLVE PRIVATE WEALTH, LLC | 0.34% | 68,626 | +0.39% | 0.05% | $931,255 |
| STEPHENS INC /AR/ | 0.32% | 63,890 | +2.9% | 0.01% | $866,987 |
| Private Advisor Group, LLC | 0.31% | 62,150 | +2.5% | 0% | $843,376 |
| ROYAL BANK OF CANADA | 0.29% | 58,471 | +15% | 0% | $793,000 |
| INTEGRITY WEALTH ADVISORS, INC. | 0.29% | 57,058 | +22% | 0.46% | $774,277 |
| Kestra Advisory Services, LLC | 0.28% | 55,513 | -0.35% | 0% | $753,307 |
| Concurrent Investment Advisors, LLC | 0.26% | 51,859 | +31% | 0.01% | $703,733 |
| READYSTATE ASSET MANAGEMENT LP | 0.25% | 50,009 | +260% | 0.04% | $678,622 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.23% | 45,830 | +15% | 0.09% | $621,913 |
Institutional Holders of Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (CPZ) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 5,865,877 | $79,593,295 | -$4,113,740 | $13.57 | 58 |
| 2025 Q4 | 6,177,074 | $90,343,411 | +$1,743,183 | $14.62 | 59 |
| 2025 Q3 | 5,853,190 | $94,641,804 | -$262,136 | $16.16 | 59 |
| 2025 Q2 | 5,945,827 | $96,505,465 | -$4,101,689 | $16.23 | 54 |
| 2025 Q1 | 6,199,960 | $96,470,177 | -$8,820,694 | $15.56 | 50 |
| 2024 Q4 | 6,773,982 | $100,464,188 | -$440,602 | $14.83 | 49 |
| 2024 Q3 | 6,695,985 | $105,048,968 | +$5,811,321 | $15.69 | 46 |
| 2024 Q2 | 6,328,919 | $96,539,810 | -$6,165,880 | $15.25 | 49 |
| 2024 Q1 | 6,683,204 | $103,122,321 | +$1,798,813 | $15.43 | 52 |
| 2023 Q4 | 6,574,111 | $95,016,687 | +$9,060,834 | $14.45 | 49 |
| 2023 Q3 | 5,944,943 | $87,925,710 | +$5,135,542 | $14.79 | 48 |
| 2023 Q2 | 5,601,660 | $86,735,300 | +$4,625,506 | $15.47 | 49 |
| 2023 Q1 | 5,304,312 | $81,943,217 | -$3,364,463 | $15.45 | 48 |
| 2022 Q4 | 5,524,793 | $549,874,277 | +$3,729,663 | $15.19 | 55 |
| 2022 Q3 | 5,281,329 | $78,966,446 | -$2,034,148 | $14.95 | 46 |
| 2022 Q2 | 5,415,784 | $89,354,000 | -$1,124,915 | $16.50 | 44 |
| 2022 Q1 | 5,621,760 | $114,498,527 | -$5,640,036 | $20.37 | 38 |
| 2021 Q4 | 5,916,236 | $115,247,565 | -$3,633,748 | $19.48 | 39 |
| 2021 Q3 | 6,096,707 | $124,070,126 | -$6,993,038 | $20.35 | 41 |
| 2021 Q2 | 6,420,119 | $133,434,000 | -$4,309,853 | $20.78 | 36 |
| 2021 Q1 | 6,630,359 | $133,693,000 | +$15,142,080 | $20.18 | 34 |
| 2020 Q4 | 5,910,597 | $103,039,000 | +$37,584,855 | $17.43 | 32 |
| 2020 Q3 | 3,721,887 | $54,105,000 | +$12,453,904 | $14.54 | 22 |
| 2020 Q2 | 2,864,242 | $44,333,000 | +$6,185,246 | $15.48 | 20 |
| 2020 Q1 | 2,465,426 | $35,597,000 | +$26,489,373 | $14.44 | 18 |
| 2019 Q4 | 617,923 | $12,119,000 | +$12,016,000 | $19.62 | 12 |