Calamos Long/Short Equity & Dynamic Income Term Trust
Built from real-time financials, refreshed daily. For a full Analyst Grade with bull/bear case, price targets, and qualitative risk analysis, generate a CPZ research report →
Price Chart
About the company
Calamos Long/Short Equity & Dynamic Income Trust operates as a diversified, closed-end investment management entity focused on generating steady income and achieving judicious capital appreciation. It accomplishes these goals by deploying a proven global strategy of investing in both long and short equities, thereby offering hedged market exposure. Established on September 21, 2017, the trust's main office is situated in Naperville, Illinois.
- CEO
- John Peter Calamos
- IPO
- 2019
- HQ
- Naperville, IL, US
Get TickerSpark's AI analysis on CPZ
Create an account to generate AI analysis on any ticker — technical setup, analyst consensus, earnings watch, insider pulse, financial health, and peer context. Ready in about a minute.
Get Pro Access →Already have an account? Log in
Similar companies
Peers in the same neighborhood.
- Market Cap
- $246.86M
- P/E
- 179.63
- PEG
- 1.80
- P/S
- 7.16
- P/B
- 0.83
- EV/EBITDA
- 30.62
- Div Yield
- 13.36%
- Gross Margin
- 76.43%
- Op Margin
- 19.70%
- Net Margin
- 4.14%
- ROE
- 0.46%
- ROIC
- 1.16%
Latest fiscal year · YoY change
- Revenue
- $55.51M-0.6%
- Gross Profit
- $47.00M-15.9%
- Op Income
- $25.30M
- Net Income
- $19.29M-63.2%
- EPS
- $0.98-63.3%
- OCF Growth
- -206.2%
- FCF Growth
- -206.2%
- 52W High
- $16.10
- 52W Low
- $12.39
- 50D MA
- $13.08
- 200D MA
- $13.70
- Beta
- 0.65
- RSI (14)
- 40
- Avg Volume
- 70.10K
No earnings-call transcripts are available for CPZ yet.
- Free Float
- 99.6%
- Shares Outstanding
- 19.63M
- Float Shares
- 19.55M
of shares held by institutions
58 13F filers
Buy/sell ratio 0.00. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Morgan Stanley | 833.06K | ▼ 148.18K |
| Sit Investment Associates Inc | 827.58K | ▼ 151.33K |
| Rivernorth Capital Management, LLC | 465.88K | ▲ 3.37K |
| Raymond James Financial Inc | 384.85K | ▲ 20.60K |
| Penserra Capital Management LLC | 355.24K | ▲ 13.53K |
| Saba Capital Management, L.P. | 335.55K | ▲ 335.55K |
| Lpl Financial LLC | 309.51K | ▲ 46.99K |
| Wells Fargo & Company/Mn | 226.85K | ▼ 11.30K |
| Oppenheimer & Co Inc | 222.70K | ▼ 2.81K |
| Shaker Financial Services, LLC | 184.02K | ▲ 60.06K |
| Atlas Wealth LLC | 147.23K | ▲ 147.23K |
| Closed-End Fund Advisors, Inc. | 143.18K | ▲ 4.90K |
Held by 3 ETFs
Biggest fund positions in CPZ by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Dec 17, 25 | CALAMOS JOHN P SR | sell | 800 |
| Dec 17, 25 | CALAMOS JOHN P SR | sell | 700 |
| Dec 17, 25 | CALAMOS JOHN P SR | sell | 400 |
| Dec 17, 25 | CALAMOS JOHN P SR | sell | 600 |
| Dec 17, 25 | CALAMOS JOHN P SR | sell | 1,150.16 |
| Dec 17, 25 | CALAMOS JOHN P SR | sell | 3,667 |
| Dec 17, 25 | CALAMOS JOHN P SR | sell | 750 |
| Dec 17, 25 | CALAMOS JOHN P SR | sell | 350 |
| Dec 17, 25 | CALAMOS JOHN P SR | sell | 2,100 |
| Dec 17, 25 | CALAMOS JOHN P SR | sell | 600 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our CPZ coverage
Recent articles, reports, and earnings notes.
No research on CPZ yet
For a full analyst-grade research report — grades, price targets, financials, chart analysis — generate one on demand.
Generate CPZ report →Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
prnewswire.com · Oct 1
CPZ: Underperforming In A Bull Market With Destructive ROC (Rating Downgrade)
seekingalpha.com · Sep 2
Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
prnewswire.com · Sep 1
Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
prnewswire.com · Aug 3
Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
prnewswire.com · Jul 1
Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
prnewswire.com · Jun 1
Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
prnewswire.com · May 1
Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
prnewswire.com · Apr 1
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.