Calamos Long/Short Equity & Dynamic Income Trust (CPZ) — Institutional Holders, Q2 2026
62 institutional investment managers reported a CPZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $79.4M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CPZ in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Saba Capital Management, L.P.New · +335,551 sh+$4.4M
- Atlas WealthNew · +147,233 sh+$1.9M
- Shaker Financial ServicesAdded · +60,065 sh+$785.6K
- LPL FinancialAdded · +46,994 sh+$614.7K
- ENVESTNET ASSET MANAGEMENTAdded · +42,860 sh+$560.6K
Biggest sellers
- SIT INVESTMENT ASSOCIATESTrimmed · -151,333 sh-$2.0M
- MORGAN STANLEYTrimmed · -148,184 sh-$1.9M
- Advisors Asset ManagementTrimmed · -69,888 sh-$914.1K
- Private Advisor GroupSold out · -62,150 sh-$812.9K
- Belpointe Asset ManagementSold out · -41,873 sh-$547.7K
CPZ 13F holders ranked 1–62 of 62
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 833,063 sh | 833,063 | $10.9M | <0.01% | -15.1% |
| 2 | SIT INVESTMENT ASSOCIATES#2 · 827,578 sh | 827,578 | $10.8M | 0.20% | -15.5% |
| 3 | RIVERNORTH CAPITAL MANAGEMENT#3 · 465,879 sh | 465,879 | $6.1M | 0.29% | +0.7% |
| 4 | RAYMOND JAMES FINANCIAL#4 · 384,849 sh | 384,849 | $5.0M | <0.01% | +5.7% |
| 5 | Penserra Capital Management#5 · 355,241 sh | 355,241 | $4.6M | 0.04% | +4.0% |
| 6 | Saba Capital Management, L.P.#6 · 335,551 sh | 335,551 | $4.4M | 0.11% | New |
| 7 | LPL Financial#7 · 309,510 sh | 309,510 | $4.0M | <0.01% | +17.9% |
| 8 | WELLS FARGO & COMPANY#8 · 226,846 sh | 226,846 | $3.0M | <0.01% | -4.7% |
| 9 | OPPENHEIMER#9 · 222,701 sh | 222,701 | $2.9M | — | -1.2% |
| 10 | Shaker Financial Services#10 · 184,023 sh | 184,023 | $2.4M | — | +48.5% |
| 11 | Atlas Wealth#11 · 147,233 sh | 147,233 | $1.9M | 0.27% | New |
| 12 | Closed-End Fund Advisors#12 · 143,176 sh | 143,176 | $1.9M | 1.83% | +3.5% |
| 13 | UBS Group AG#13 · 131,644 sh | 131,644 | $1.7M | <0.01% | +0.5% |
| 14 | Advisors Asset Management#14 · 122,651 sh | 122,651 | $1.6M | 0.02% | -36.3% |
| 15 | OSAIC#15 · 111,689 sh | 111,689 | $1.5M | <0.01% | +19.1% |
| 16 | TrueMark Investments#16 · 90,879 sh | 90,879 | $1.2M | 0.15% | +7.1% |
| 17 | STEPHENS#17 · 84,912 sh | 84,912 | $1.1M | 0.01% | +32.9% |
| 18 | Janney Montgomery Scott#18 · 83,886 sh | 83,886 | $1.1M | <0.01% | 0.0% |
| 19 | STIFEL FINANCIAL#19 · 77,441 sh | 77,441 | $1.0M | <0.01% | -2.0% |
| 20 | EVOLVE PRIVATE WEALTH#20 · 67,711 sh | 67,711 | $885.7K | 0.05% | -1.3% |
| 21 | BLUE BELL PRIVATE WEALTH MANAGEMENT#21 · 59,902 sh | 59,902 | $783.5K | 0.10% | +30.7% |
| 22 | ENVESTNET ASSET MANAGEMENT#22 · 59,335 sh | 59,335 | $776.1K | <0.01% | +260.2% |
| 23 | Kestra Advisory Services#23 · 55,890 sh | 55,890 | $731.0K | <0.01% | +0.7% |
| 24 | Concurrent Investment Advisors#24 · 47,997 sh | 47,997 | $627.8K | — | -7.4% |
| 25 | ROYAL BANK OF CANADA#25 · 44,951 sh | 44,951 | $588.0K | <0.01% | -23.1% |
| 26 | Brookstone Capital Management#26 · 43,831 sh | 43,831 | $573.3K | — | +14.6% |
| 27 | Logan Stone Capital#27 · 41,166 sh | 41,166 | $538.5K | 0.11% | +20.4% |
| 28 | GUGGENHEIM CAPITAL#28 · 39,063 sh | 39,063 | $510.9K | <0.01% | +45.9% |
| 29 | Cetera Investment Advisers#29 · 38,843 sh | 38,843 | $508.1K | <0.01% | +6.5% |
| 30 | Almitas Capital#30 · 38,584 sh | 38,584 | $504.7K | 0.12% | New |
| 31 | WILEY BROS.-AINTREE CAPITAL#31 · 35,698 sh | 35,698 | $466.9K | <0.01% | +3.2% |
| 32 | Cambridge Investment Research Advisors#32 · 28,535 sh | 28,535 | $373.0K | <0.01% | -21.4% |
| 33 | READYSTATE ASSET MANAGEMENT#33 · 28,292 sh | 28,292 | $370.1K | <0.01% | -43.4% |
| 34 | HRT FINANCIAL#34 · 27,888 sh | 27,888 | $364.0K | <0.01% | New |
| 35 | WEALTH ENHANCEMENT ADVISORY SERVICES#35 · 26,744 sh | 26,744 | $352.8K | — | +98.4% |
| 36 | Apollon Wealth Management#36 · 19,662 sh | 19,662 | $257.2K | — | 0.0% |
| 37 | Sovran Advisors#37 · 18,362 sh | 18,362 | $241.6K | 0.02% | +10.8% |
| 38 | IMC-Chicago#38 · 17,816 sh | 17,816 | $233.0K | <0.01% | New |
| 39 | Bleakley Financial Group#39 · 16,900 sh | 16,900 | $221.1K | <0.01% | New |
| 40 | FIFTH THIRD BANCORP#40 · 16,868 sh | 16,868 | $220.6K | <0.01% | 0.0% |
| 41 | COMMONWEALTH EQUITY SERVICES#41 · 16,566 sh | 16,566 | $216.7K | <0.01% | -9.9% |
| 42 | VestGen Advisors#42 · 16,450 sh | 16,450 | $215.2K | <0.01% | -14.3% |
| 43 | JANE STREET GROUP#43 · 16,444 sh | 16,444 | $215.1K | 0.00% | +2.0% |
| 44 | Marex Group plc#44 · 16,119 sh | 16,119 | $210.8K | <0.01% | New |
| 45 | XTX Topco Ltd#45 · 15,299 sh | 15,299 | $200.1K | <0.01% | New |
| 46 | CITADEL ADVISORS#46 · 12,837 sh | 12,837 | $167.9K | 0.00% | New |
| 47 | WEDBUSH SECURITIES#47 · 12,136 sh | 12,136 | $159.0K | — | -16.4% |
| 48 | Invesco Ltd.#48 · 11,113 sh | 11,113 | $145.4K | 0.00% | -1.1% |
| 49 | SPIREPOINT PRIVATE CLIENT#49 · 10,612 sh | 10,612 | $138.8K | 0.01% | New |
| 50 | Integrated Advisors Network#50 · 10,306 sh | 10,306 | $134.8K | — | 0.0% |
| 51 | Continuum Advisory#51 · 7,120 sh | 7,120 | $93.1K | <0.01% | New |
| 52 | HUNTINGTON NATIONAL BANK#52 · 3,400 sh | 3,400 | $44.5K | <0.01% | New |
| 53 | AdvisorNet Financial#53 · 2,422 sh | 2,422 | $31.7K | — | 0.0% |
| 54 | SALEM INVESTMENT COUNSELORS#54 · 1,150 sh | 1,150 | $15.0K | — | 0.0% |
| 55 | Steward Partners Investment Advisory#55 · 1,000 sh | 1,000 | $13.1K | <0.01% | 0.0% |
| 56 | Geneos Wealth Management#56 · 864 sh | 864 | $11.3K | <0.01% | 0.0% |
| 57 | Capital Analysts#57 · 739 sh | 739 | $10.0K | <0.01% | 0.0% |
| 58 | Farther Finance Advisors#58 · 741 sh | 741 | $9.7K | — | New |
| 59 | HARBOUR INVESTMENTS#59 · 695 sh | 695 | $9.1K | <0.01% | -31.5% |
| 60 | Spire Wealth Management#60 · 600 sh | 600 | $7.9K | <0.01% | +44.6% |
| 61 | HIGHLINE WEALTH PARTNERS#61 · 200 sh | 200 | $2.6K | — | 0.0% |
| 62 | JPMORGAN CHASE#62 · 66 sh | 66 | $864.00 | 0.00% | New |
Funds that sold out of CPZ in Q2 2026 (9)
Held CPZ at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Private Advisor Group62,150 sh | 62,150 | $843.4K |
| Belpointe Asset Management41,873 sh | 41,873 | $568.2K |
| Fortis Capital Advisors41,873 sh | 41,873 | $568.2K |
| Pathstone41,544 sh | 41,544 | $563.8K |
| MCCARTER PRIVATE WEALTH SERVICES30,991 sh | 30,991 | $420.5K |
| B. Riley Wealth Advisors14,287 sh | 14,287 | $189.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP10,062 sh | 10,062 | $136.5K |
| Quarry2,359 sh | 2,359 | $32.0K |
| Advisory Services Network119 sh | 119 | $1.6K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.