Sit Investment Associates Increases Stake in Calamos Long/Short Equity & Dynamic Income Trust to 4.9%
Sit Investment Associates, Inc. (SIA) and its subsidiary, Sit Fixed Income Advisors II, LLC (SFI), filed an amended Schedule 13G on April 6, 2026, regarding their holdings in Calamos Long/Short Equity & Dynamic Income Trust (CPZ). As of the event date on March 31, 2026, the filers reported beneficial ownership of 978,911 shares of common stock, representing 4.9% of the shares outstanding. This reflects an increase in ownership percentage from a previously reported 0% to the current 4.9%. The filers serve as investment advisers to various client accounts and possess shared voting and dispositive power over the reported shares. Despite the reported interest, SIA and SFI disclaim beneficial ownership of these securities pursuant to Rule 13d-4. The filing indicates that the securities were acquired in the ordinary course of business and not for the purpose of influencing or changing the control of the issuer. The calculation is based on 19,632,194 shares outstanding as of October 31, 2025.