Calamos Long/Short Equity & Dynamic Income Trust (CPZ) — SEC Filings
Calamos Long/Short Equity & Dynamic Income Trust (CPZ) — 5 SEC filings. Latest: DEF 14A (May 12, 2025). Includes 1 DEF 14A, 1 SC 13D/A, 1 8-K.
View Calamos Long/Short Equity & Dynamic Income Trust on SEC EDGAR
Overview
Calamos Long/Short Equity & Dynamic Income Trust (CPZ) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on May 12, 2025: Calamos Long/Short Equity & Dynamic Income Trust, along with Calamos Convertible Opportunities & Income Fund and Calamos Strategic Total Return Fund, filed a DEF 14A on May 12, 2025. These filings are related to the company's corporate governance and shareholder matters, with the fiscal year end for
Sentiment Summary
Across 5 filings, the sentiment breakdown is: 5 neutral. The dominant filing sentiment for Calamos Long/Short Equity & Dynamic Income Trust is neutral.
Filing Type Overview
Calamos Long/Short Equity & Dynamic Income Trust (CPZ) has filed 1 DEF 14A, 1 SC 13D/A, 1 8-K, 1 SC 13D, 1 SC 13G/A with the SEC between Feb 2024 to May 2025.
Filings by Year
Recent SEC Filings (5)
| Date | Form | Description | Risk |
|---|---|---|---|
| May 12, 2025 | DEF 14A | Calamos Funds File Annual Proxy Statements | low |
| Dec 6, 2024 | SC 13D/A | Saba Capital Management Amends Filing for Calamos Trust | medium |
| May 14, 2024 | 8-K | Calamos Trust Files 8-K for Bylaws and Financial Updates | low |
| Mar 18, 2024 | SC 13D | Saba Capital Management Files SC 13D on Calamos Trust | medium |
| Feb 12, 2024 | SC 13G/A | Morgan Stanley Amends Calamos Long/Short Equity Trust Stake | low |
Risk Profile
Risk Assessment: Of CPZ's 5 recent filings, 0 were flagged as high-risk, 2 as medium-risk, and 3 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Key Executives
- Boaz R. Weinstein
Top Tags
corporate-governance (2) · amendment (2) · filing-update (2) · proxy-statement (1) · annual-meeting (1) · activist-investor (1) · financial-reporting (1) · activist-filing (1) · ownership-change (1) · sec-filing (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Fiscal Year End | 1031 | Indicates the end of the reporting period for the funds. |
| CUSIP Number | 12812C106 | identifies the Common Shares of Beneficial Interest of the Issuer |
| SEC File Number | 005-91929 | identifies the subject company's registration with the SEC |
| Amendment Number | 2 | indicates this is the second amendment to the original Schedule 13G filing |
Forward-Looking Statements
- {"claim":"Morgan Stanley will maintain a passive investment in Calamos Long/Short Equity & Dynamic Income Trust.","entity":"Morgan Stanley","targetDate":"2024-12-31","confidence":"high"}
Frequently Asked Questions
What are the latest SEC filings for Calamos Long/Short Equity & Dynamic Income Trust (CPZ)?
Calamos Long/Short Equity & Dynamic Income Trust has 5 recent SEC filings from Feb 2024 to May 2025, including 1 DEF 14A, 1 SC 13D/A, 1 8-K. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of CPZ filings?
Across 5 filings, the sentiment breakdown is: 5 neutral. The dominant sentiment is neutral.
Where can I find Calamos Long/Short Equity & Dynamic Income Trust SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Calamos Long/Short Equity & Dynamic Income Trust (CPZ) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Calamos Long/Short Equity & Dynamic Income Trust?
Financial highlights for Calamos Long/Short Equity & Dynamic Income Trust are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for CPZ?
Investment thesis data for CPZ will be available once enriched filings are processed.
Who are the key executives at Calamos Long/Short Equity & Dynamic Income Trust?
Key executives identified across Calamos Long/Short Equity & Dynamic Income Trust's filings include Boaz R. Weinstein.
What are the main risk factors for Calamos Long/Short Equity & Dynamic Income Trust stock?
Of CPZ's 5 assessed filings, 0 were flagged high-risk, 2 medium-risk, and 3 low-risk.
What are recent predictions and forward guidance from Calamos Long/Short Equity & Dynamic Income Trust?
Recent forward-looking statements from Calamos Long/Short Equity & Dynamic Income Trust include guidance on {"claim":"Morgan Stanley will maintain a passive investment in Calamos Long/Short Equity & Dynamic Income Trust.","entit.