MORGAN STANLEY
Position in CPZ — Calamos Long/Short Equity & Dynamic Income Trust
CIK 895421
NEW YORK, NY
Position in CPZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,896,463
-$2,419,058 QoQ
Shares Held
833,063
-15.1% QoQ
Ownership
4.24%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 62 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. CPZ ranks #226 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in CPZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,896,463 | 833,063 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $13,315,521 | 981,247 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,315,295 | 910,759 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $12,762,181 | 789,739 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $11,689,948 | 720,268 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $10,991,162 | 706,373 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,801,684 | 863,229 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $14,227,696 | 906,916 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $14,626,320 | 959,103 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $17,529,218 | 1,136,048 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $14,898,671 | 1,031,050 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $15,462,220 | 1,045,451 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $15,729,075 | 1,016,747 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,885,581 | 1,028,193 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,214,577 | 1,001,618 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,965,598 | 1,067,933 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,742,481 | 1,135,908 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $24,597,915 | 1,207,556 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $23,305,891 | 1,196,401 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,468,515 | 1,153,244 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,057,774 | 1,157,737 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $21,698,625 | 1,075,254 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $15,446,727 | 886,215 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,506,669 | 860,452 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $17,967,961 | 1,160,721 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,054,246 | 1,181,042 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||