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Equibles

CPZ · Calamos Long/Short Equity & Dynamic Income Trust

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$12.78 +0.14 (+1.11%) At close · Oct 12
Rebalance outlook locked
Market Cap
$250.60M
Shares
19.63M
Volume · Oct 12 72.14K Avg daily vol (3M) 69.8K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$12.64 Open$12.60 Day$12.50–12.67 52W close$12.46–15.83 Avg vol 30d66K Short int13K · 0.1% float · 1.0d Short vol26% DataJan 2020–Oct 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
13.3%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-20.2%
Trailing year
Short interest
0.1%
Latest settlement · 1.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Bullish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 14.8 · calm Equity put/call 0.56
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −8%
below
Price vs 50-day avg −3%
below
RSI (14) 44
neutral
MACD trend Positive
52-week position 5%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −3%
trailing
6-month return −11%
trailing
YTD return −14%
this year
Relative strength −21%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $13 › 200d $14 — 200d above 50d
Institutional flow Accumulating
1 of 62 funds reported for Sep 30 · net +24 sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.07% of float · ▼ -30.8% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
62 holders — near 3-yr high, broad support
Squeeze score 36
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 12%
annualized · 1-yr
Max drawdown −21%
past year
ATR 1.4%
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 Neutral
2 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−8% Bearish
Price vs 50-day avg
−3% Neutral
RSI (14)
44 Neutral
MACD trend
Positive Bullish
52-week position
5% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $13 › 200d $14 — 200d above 50d
Institutional flow Accumulating
1 of 62 funds reported for Sep 30 · net +24 sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.07% of float · ▼ -30.8% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
62 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $12 Now $13 · 5% Range high $16
vs 200-day avg -8% vs 50-day avg -3%

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
$250.60M -13.5% — — 0.1%
BLK
BlackRock, Inc.
 $352.21B +1.1% +16.2% 26.0 0.6%
BX
Blackstone Inc.
 $85.77B -25.9% +9.2% 25.6 3.0%
BN
BROOKFIELD Corp /ON/
 $83.18B -19.2% — — 1.0%
KKR
KKR & Co. Inc.
 $81.64B -28.7% -11.0% — 1.5%

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
62
% held
30.9%
Reported
1 of 62
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
4
View
Short & Settlement
Short Interest Falling
Shares short
12.9K
Days to cover
1.0d
Change
-5.7K sh
View
Short Volume
Short vol %
26%
As of
Oct 12, 2026
Short Total
View
Fails to Deliver
FTD shares
677
Value
$9.0K
As of
Aug 26, 2026
View
Off-Exchange
Off-exchange %
71.3%
Week of
Sep 7, 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 +0.7% -3.2% -11.0% +0.6% -13.5%
SPY +1.2% +1.9% +9.9% +2.1% +14.2%
vs SPY -0.4% -5.1% -20.9% -1.5% -27.7%

Capital returns

Latest dividend
$0.14 / share · ex Sep 14, 2026
Declared · upcoming
$0.14 / share · ex Oct 14, 2026
Cut 58.3%
Paid (TTM)
$1.68 / share · 12 payouts
Dividend yield (TTM, derived)
13.29%

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) 2 filings 2 filers