Calamos Long/Short Equity & Dynamic Income Trust Common Stock(CPZ)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- Exchange
- XNAS
- Market Cap
- $0.3B
Calamos L/S Equity & Dynamic Inc Trust is a trust company that seeks to provide current income and risk-managed capital appreciation, with an investment objective to deliver total return through a combination of capital appreciation and current income. The Fund invests in securities across sectors such as Industrials, Healthcare, Financials, Consumer Discretionary, and others, and holds securities with a broad range of maturities, with the average term to maturity typically ranging from two to ten years. Managed assets represent the Fund's total assets, including any assets attributable to lev…
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +2.71% | 6 |
| Feb | -0.03% | 6 |
| Mar | -2.21% | 6 |
| Apr | -0.93% | 6 |
| May | -0.75% | 6 |
| Jun | -0.99% | 6 |
| Jul | +1.04% | 5 |
| Aug | -0.93% | 5 |
| Sep | -4.18% | 5 |
| Oct | -2.61% | 5 |
| Nov | +0.37% | 5 |
| Dec | -2.30% | 5 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR25 and BF25 from the live options chain. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Enter a ticker to render the implied volatility surface.
- Beta (1Y vs SPY)
- 0.21
- Correlation (SPY)
- 23.1%
- R²
- 0.05
- Ann. Volatility
- 11.4%
- SPY Volatility
- 12.3%
Low volatility - stock moves less than market
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2025-12-18 | JOHN P SR CALAMOS | President and Chairman | Sell (S) | −13,517 | $14.74 | -$199.3K | EDGAR |
| 2025-12-17 | JOHN P SR CALAMOS | President and Chairman | Sell (S) | −25,000 | $14.72 | -$368.1K | EDGAR |
| 2025-12-16 | JOHN P SR CALAMOS | President and Chairman | Sell (S) | −35,000 | $14.61 | -$511.3K | EDGAR |
| 2025-01-31 | Thomas E Herman | VP and CFO | Sell (S) | −26,783 | $15.60 | -$417.9K | EDGAR |
| 2025-01-10 | CHRISTOPHER M TOUB | Director | Buy (P) | +1,500 | $15.20 | $22.8K | EDGAR |
| 2024-09-20 | John S. Koudounis | Vice President | Sell (S) | −24,739 | $15.41 | -$381.2K | EDGAR |
| 2024-05-02 | Thomas E Herman | VP and CFO | Buy (P) | +16,308 | $15.55 | $253.7K | EDGAR |
| 2024-02-15 | Mark Mickey | Chief Compliance Officer | Buy (P) | +1,500 | $14.90 | $22.3K | EDGAR |
| 2023-12-21 | JOHN P SR CALAMOS | President and Chairman | Buy (P) | +18,000 | $14.85 | $267.2K | EDGAR |
| 2023-12-20 | John S. Koudounis | Vice President | Sell (S) | −5,400 | $14.92 | -$80.6K | EDGAR |
| 2023-12-20 | JOHN P SR CALAMOS | President and Chairman | Buy (P) | +15,813 | $14.77 | $233.6K | EDGAR |
| 2023-12-19 | JOHN P SR CALAMOS | President and Chairman | Buy (P) | +19,980 | $14.83 | $296.3K | EDGAR |
| 2023-12-19 | JOHN P SR CALAMOS | President and Chairman | Buy (P) | +13,715 | $14.66 | $201.1K | EDGAR |
| 2021-06-22 | CHRISTOPHER M TOUB | Director | Buy (P) | +500 | $20.80 | $10.4K | EDGAR |
| 2021-05-25 | John S. Koudounis | Vice President | Buy (P) | +12,000 | $20.81 | $249.7K | EDGAR |
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Thomas E Herman | VP and CFO | 13,391 | $171.0K | $35.7K | 3 | 2025-01-31 |
| 2 | JOHN P SR CALAMOS | President and Chairman | 11,017 | $140.7K | $902.1K | 9 | 2025-12-18 |
| 3 | CHRISTOPHER M TOUB | Director | 3,000 | $38.3K | $53.0K | 3 | 2025-01-10 |
| 4 | Lloyd Wennlund | Director | 2,500 | $31.9K | $48.5K | 1 | 2020-02-10 |
| 5 | Mark Mickey | Chief Compliance Officer | 1,500 | $19.2K | $22.3K | 1 | 2024-02-15 |
| 6 | Robert Behan | Vice President | 1,000 | $12.8K | $18.6K | 1 | 2021-03-02 |
| 7 | John S. Koudounis | Vice President | 700 | $8.9K | $138.8K | 5 | 2024-09-20 |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.