$CPZ

$12.48 +$0.17 (1.38%) Close

$CPZ Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 19.6M shares outstanding

Who owns CPZ?

By type of holder

Institutions 30.9% Insiders 1.2% Everyone else 67.9%

Concentration Top 10 holders own 21.2%

Morgan Stanley 4.2% · Sit Investment Associates Inc 4.2%

Institutional ownership

30.9%

+1.0 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+200.4K

by institutions in Q2 2026

New / sold out

13 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Saba Capital Management, L.P. NEW +335.6K
Atlas Wealth LLC NEW +147.2K

Biggest sellers in Q2 2026

Sit Investment Associates Inc −151.3K
Morgan Stanley −148.2K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Calamos Long/Short Equity & Dynamic Income Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Calamos Long/Short Equity & Dynamic Income Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years51% 3–5 years9% 1–3 years16% Under 1 year24%

Quarterly turnover

14.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CPZ on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	833.1K	4.24%	−148.2K (−15.1%)	≤2021	0.0%
Shares held by quarter Peak holding981.2K (Q1'26) Change over 8 quarters−73.9K Share of the company4.240% Morgan Stanley's full portfolio →
SI Sit Investment Associates Inc	827.6K	4.22%	−151.3K (−15.5%)	≤2021	0.2%
Shares held by quarter Peak holding1.1M (Q1'25) Change over 8 quarters−50.9K Share of the company4.220% Sit Investment Associates Inc's full portfolio →

Morgan Stanley

833.1K

% of company

4.24%

Change vs last qtr

−148.2K (−15.1%)

Held since

≤2021

Sit Investment Associates Inc

827.6K

% of company

4.22%

Change vs last qtr

−151.3K (−15.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Calamos Long/Short Equity & Dynamic Income Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CPZ on Form N-PORT; together they hold 4.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
RO RiverNorth Opportunities Fund Inc. Rivernorth Opportunities Fund Inc.	$4.91M	375.0K	1.91%	1.49%	June 30, 2026
AC Amplify CEF High Income ETF Amplify ETF Trust	$4.62M	353.5K	1.80%	0.64%	June 30, 2026

RiverNorth Opportunities Fund Inc.

Rivernorth Opportunities Fund Inc.

Position value

$4.91M

% of company

1.91%

% of the fund

1.49%

As of

June 30, 2026

Amplify CEF High Income ETF

Amplify ETF Trust

Position value

$4.62M

% of company

1.80%

% of the fund

0.64%

As of

June 30, 2026

2 more funds behind a free account

See every fund holding Calamos Long/Short Equity & Dynamic Income Trust and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CJ Calamos John P SR Insider	201.2K	1.03%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.030% Calamos John P SR's insider activity →
HT Herman Thomas E Insider	26.8K	0.14%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.140% Herman Thomas E's insider activity →

Calamos John P SR

Insider

201.2K

% of company

1.03%

Change vs last qtr

—

Held since

—

Herman Thomas E

Insider

26.8K

% of company

0.14%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Calamos Long/Short Equity & Dynamic Income Trust.

Comments