Who owns Calamos Long/Short Equity & Dynamic Income Term Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CPZ from SEC Form 13F filings across 62 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 62 institutions disclosed 6.1M shares of Calamos Long/Short Equity & Dynamic Income Term Trust worth $61.9M — about 30.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
62
13F holders
$61.9M
value, 2026 filers
30.9%
of shares outstanding (6.1M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CPZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 833,063 | $10.9M | 0.0% | 4.2% | -15.1% |
| 2 | SIT INVESTMENT ASSOCIATES INC | 827,578 | $10,825 | 0.2% | 4.2% | -15.5% |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 465,879 | $6.1M | 0.3% | 2.4% | +0.7% |
| 4 | RAYMOND JAMES FINANCIAL INC | 384,849 | $5.0M | 0.0% | 2% | +5.7% |
| 5 | Penserra Capital Management LLC | 355,241 | $4,646 | 0.0% | 1.8% | +4.0% |
| 6 | Saba Capital Management, L.P.NEW | 335,551 | $4.4M | 0.1% | 1.7% | new |
| 7 | LPL Financial LLC | 309,510 | $4.0M | 0.0% | 1.6% | +17.9% |
| 8 | WELLS FARGO & COMPANY/MN | 226,846 | $3.0M | 0.0% | 1.2% | -4.7% |
| 9 | OPPENHEIMER & CO INC | 222,701 | $2.9M | 0.0% | 1.1% | -1.2% |
| 10 | Shaker Financial Services, LLC | 184,023 | $2.4M | 0.8% | 0.9% | +48.5% |
| 11 | Atlas Wealth LLCNEW | 147,233 | $1.9M | 0.3% | 0.7% | new |
| 12 | Closed-End Fund Advisors, Inc. | 143,176 | $1.9M | 1.8% | 0.7% | +3.5% |
| 13 | UBS Group AG | 131,644 | $1.7M | 0.0% | 0.7% | +0.5% |
| 14 | Advisors Asset Management, Inc. | 122,651 | $1.6M | 0.0% | 0.6% | -36.3% |
| 15 | OSAIC HOLDINGS, INC. | 111,689 | $1.5M | 0.0% | 0.6% | +19.1% |
| 16 | TrueMark Investments, LLC | 90,879 | $1.2M | 0.1% | 0.5% | +7.1% |
| 17 | STEPHENS INC /AR/ | 84,912 | $1.1M | 0.0% | 0.4% | +32.9% |
| 18 | Janney Montgomery Scott LLC | 83,886 | $1,097 | 0.0% | 0.4% | 0.0% |
| 19 | STIFEL FINANCIAL CORP | 77,441 | $1.0M | 0.0% | 0.4% | -2.0% |
| 20 | EVOLVE PRIVATE WEALTH, LLC | 67,711 | $885,660 | 0.1% | 0.3% | -1.3% |
| 21 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 59,902 | $783,518 | 0.1% | 0.3% | +30.7% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 59,335 | $776,096 | 0.0% | 0.3% | +260.2% |
| 23 | Kestra Advisory Services, LLC | 55,890 | $731,043 | 0.0% | 0.3% | +0.7% |
| 24 | Concurrent Investment Advisors, LLC | 47,997 | $627,795 | 0.0% | 0.2% | -7.4% |
| 25 | ROYAL BANK OF CANADA | 44,951 | $588,000 | 0.0% | 0.2% | -23.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.