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CPZ · Calamos Long/Short Equity & Dynamic Income Trust

Track CPZ — free
$13.49 +0.10 (+0.75%)
Market Cap
$260.72M
Shares
19.63M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$13.39 Open$13.36 Day$13.33–13.40 52W close$12.72–16.79 Avg vol 30d74K Short int22K · 0.1% float · 1.0d Short vol21% DataJan 2020–Aug 2026

Up next

FQ4-26 quarter ends
~Oct 31, 2026 Est

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 15.2 · calm Equity put/call 0.64
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −4%
below
Price vs 50-day avg +2%
above
RSI (14) 53
neutral
MACD trend Negative
52-week position 16%
mid-range
Momentum
relative strength
Very Weak
1-month return +2%
trailing
6-month return −8%
trailing
YTD return −8%
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
+7% holders QoQ · +14 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.11% of float · ▼ -31.8% 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 30
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 −24%
past year
ATR 1.6%
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
1 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−4% Neutral
Price vs 50-day avg
+2% Bullish
RSI (14)
53 Neutral
MACD trend
Negative Bearish
52-week position
16% 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
+7% holders QoQ · +14 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.11% of float · ▼ -31.8% 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 $13 Now $13 · 16% Range high $17
vs 200-day avg -4% vs 50-day avg +2%

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
$260.72M -8.4% 0.1%
BLK
BlackRock, Inc.
$382.87B +9.6% +16.2% 28.2 0.6%
BX
Blackstone Inc.
$108.56B -7.1% +9.2% 32.4 2.9%
KKR
KKR & Co. Inc.
$96.57B -14.9% -11.0% 1.4%
BN
BROOKFIELD Corp /ON/
$92.82B -9.2% 0.9%

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%
Net QoQ
+203.8K sh
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
4
View
Short & Settlement
Short Interest Falling
Shares short
21.8K
Days to cover
1.0d
Change
-10.2K sh
View
Short Volume
Short vol %
21%
As of
Aug 26, 2026
Short Total
View
Fails to Deliver
FTD shares
1.2K
Value
$15.6K
As of
Jun 30, 2026
View
Off-Exchange
Off-exchange %
76.9%
Week of
Jul 20, 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 +0.6% +1.8% -8.3% +1.5% -8.4%
SPY -0.4% +5.0% +12.4% +2.6% +12.3%
vs SPY +1.0% -3.3% -20.7% -1.0% -20.8%

Capital returns

Latest dividend
$0.14 / share · ex Aug 14, 2026
Cut 58.3%
Paid (TTM)
$1.68 / share · 12 payouts
Dividend yield (TTM, derived)
12.55%

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) 50 filings 50 filers