Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (CPZ)

CUSIP: 12812C106

Q1 2025 13F Holders as of 31 Mar 2025

Security identity
Shares outstanding
19,977,776
Holder snapshot
Share change
-574,022
Reported price per share
$15.56
Number of holders
50
Value change
-$8,820,694
Number of buys
27
Number of sells
24

Security key

12812C106

Report period

Q1 2025

Institutions

50

Top holders

10

Ownership snapshot

Top reported holders of CPZ - Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
SIT INVESTMENT ASSOCIATES...
13D/G signal
Evidence rows
15
Latest as of
31 Dec 2024
13F Lead comparable stake: 5% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
5%
$14,942,000
1,007,522 shares
31 Dec 2024
Saba Capital Management, L.P.
13F
Company
13F
4.6%
$13,596,811
916,845 shares
31 Dec 2024
MORGAN STANLEY
13F
Company
13F
4.3%
$12,801,708
863,229 shares
31 Dec 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
Company
13F
2.9%
$8,655,500
583,648 shares
31 Dec 2024
Advisors Asset Management, Inc.
13F
Company
13F
2.4%
$7,218,844
486,773 shares
31 Dec 2024
UBS Group AG
13F
Company
13F
2.2%
$6,565,982
442,750 shares
31 Dec 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
50
Shares
6,199,960
Rows available
50
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders
49
Q1 2025 holders
50
Holder diff
1
Investor Q4 2024 Shares Q1 2025 Shares Share Diff Share Chg % Q4 2024 value Q1 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .