Skip to main content
CPZ logo

CPZ · Calamos Long/Short Equity & Dynamic Income Trust

$13.16 +0.00 (+0.00%) At close · Jul 29
Market Cap
$258.36M
Shares
19.63M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$13.16 Open$13.25 Day$13.01–13.39 52W$12.41–15.90 Avg vol 30d90K Short int16K · 0.1% float · 1.0d Short vol27% DataJan 2020–Jul 2026

Up next

FQ3-26 quarter ends
~Jul 31, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Low
Market backdrop VIX 20.7 · elevated Equity put/call 0.61
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −7%
below
Price vs 50-day avg +1%
above
RSI (14) 55
neutral
MACD trend Positive
52-week position 21%
mid-range
Momentum
relative strength
Very Weak
1-month return +1%
trailing
6-month return −9%
trailing
YTD return −8%
this year
Relative strength −16%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $13 › 200d $14 — 200d above 50d
Institutional flow Accumulating
20 of 58 funds reported for Jun 30 · net +167.1K sh shares · +2 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.08% of float · ▲ +8.0% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
58 holders — near 3-yr high, broad support
Squeeze score 38
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Low
Volatility 12%
annualized · 1-yr
Max drawdown −20%
past year
ATR 2.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Buy
1 · 3 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−7% Bearish
Price vs 50-day avg
+1% Bullish
RSI (14)
55 Neutral
MACD trend
Positive Bullish
52-week position
21% Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $13 › 200d $14 — 200d above 50d
Institutional flow Accumulating
20 of 58 funds reported for Jun 30 · net +167.1K sh shares · +2 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.08% of float · ▲ +8.0% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
58 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $12 Now $13 · 21% 52-wk high $16
vs 200-day avg -7% vs 50-day avg +1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
this stock
$258.36M -8.3% 0.1%
BLK
BlackRock, Inc.
$357.45B +1.4% +16.2% 27.6 0.6%
BX
Blackstone Inc.
$96.13B -15.1% +9.2% 33.2 3.2%
BN
BROOKFIELD Corp /ON/
$94.64B -8.8% 0.7%
KKR
KKR & Co. Inc.
$89.14B -22.0% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
58
% held
30.7%
Reported
20 of 58
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
4
View
Short & Settlement
Short Interest Rising
Shares short
15.9K
Days to cover
1.0d
Change
+1.2K sh
View
Short Volume
Short vol %
27%
As of
Jul 29, 2026
Short Total
View
Fails to Deliver
FTD shares
1.2K
Value
$15.6K
As of
Jun 30, 2026
View
Off-Exchange
Off-exchange %
73.4%
Week of
May 4, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
May 11, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
CPZ +1.5% +0.6% -9.3% +0.6% -8.3%
SPY -2.4% -2.3% +6.3% -2.3% +7.0%
vs SPY +3.9% +2.9% -15.6% +2.9% -15.2%

Capital returns

Latest dividend
$0.14 / share · ex Jul 14, 2026
Cut 58.3%
Paid (TTM)
$1.68 / share · 12 payouts
Dividend yield (TTM, derived)
12.77%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1717457 CUSIP 12812C106 13F (30d) 18 filings 18 filers