Calamos Long/Short Equity & Dynamic Income Trust
CPZ- 交易所
- Nasdaq
- SEC CIK
- 0001717457
近 90 天，Calamos Long/Short Equity & Dynamic Income Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 62 家機構在 13F 申報持有，市值合計 $7,977 萬；沒有大師持有。
2026 年第 2 季 13F 持有人
Calamos Long/Short Equity & Dynamic Income Trust 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 62
- 較 2026 年第 1 季 +5 家
- 持有股數
- 609.5 萬
- 較 2026 年第 1 季 +28.6 萬 (+4.9%)
- 總市值
- $7,977 萬
- 較 2026 年第 1 季 +$94.9 萬 (+1.2%)
- 新進機構
- 14
- 另有 23 家加碼
- 清倉機構
- 9
- 另有 16 家減碼
另有 1 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CPZ 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 62 | $7,977 萬 |
| 2026 年第 1 季 | 58 | $7,959 萬 |
| 2025 年第 4 季 | 59 | $9,034 萬 |
| 2025 年第 3 季 | 59 | $9,464 萬 |
| 2025 年第 2 季 | 54 | $9,737 萬 |
| 2025 年第 1 季 | 52 | $9,666 萬 |
| 2024 年第 4 季 | 50 | $1.00 億 |
| 2024 年第 3 季 | 47 | $1.05 億 |
| 2024 年第 2 季 | 49 | $9,654 萬 |
| 2024 年第 1 季 | 52 | $1.38 億 |
| 2023 年第 4 季 | 49 | $1.10 億 |
| 2023 年第 3 季 | 48 | $8,793 萬 |
| 2023 年第 2 季 | 49 | $8,674 萬 |
| 2023 年第 1 季 | 48 | $8,194 萬 |
| 2022 年第 4 季 | 56 | $8,396 萬 |
| 2022 年第 3 季 | 46 | $7,897 萬 |
| 2022 年第 2 季 | 44 | $8,935 萬 |
| 2022 年第 1 季 | 37 | $1.07 億 |
| 2021 年第 4 季 | 40 | $1.15 億 |
| 2021 年第 3 季 | 42 | $1.24 億 |
| 2021 年第 2 季 | 37 | $1.33 億 |
| 2021 年第 1 季 | 34 | $1.43 億 |
2026 年第 2 季持有機構
每家機構持有 Calamos Long/Short Equity & Dynamic Income Trust 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 833,063 | $1,090 萬 | 0.00% | −148,184−15.1% | 減碼 |
| Sit Investment Associates Inc | 827,578 | $1,083 萬 | 0.20% | −151,333−15.5% | 減碼 |
| Rivernorth Capital Management, LLC | 465,879 | $609.4 萬 | 0.29% | +3,368+0.7% | 加碼 |
| Raymond James Financial Inc | 384,849 | $503.4 萬 | 0.00% | +20,598+5.7% | 加碼 |
| Penserra Capital Management LLC | 355,241 | $464.6 萬 | 0.04% | +13,534+4.0% | 加碼 |
| Saba Capital Management, L.P. | 335,551 | $438.9 萬 | 0.13% | +335,551 | 新進 |
| LPL Financial LLC | 309,510 | $404.8 萬 | 0.00% | +46,994+17.9% | 加碼 |
| Wells Fargo & Company | 226,846 | $296.7 萬 | 0.00% | −11,305−4.7% | 減碼 |
| Oppenheimer & Co Inc | 222,701 | $291.3 萬 | 0.03% | −2,810−1.2% | 減碼 |
| Shaker Financial Services, LLC | 184,023 | $240.7 萬 | 0.75% | +60,065+48.5% | 加碼 |
| Atlas Wealth LLC | 147,233 | $192.6 萬 | 0.27% | +147,233 | 新進 |
| Closed-End Fund Advisors, Inc. | 143,176 | $187.3 萬 | 1.83% | +4,899+3.5% | 加碼 |
| UBS Group AG | 131,644 | $172.2 萬 | 0.00% | +687+0.5% | 加碼 |
| Advisors Asset Management, Inc. | 122,651 | $160.4 萬 | 0.02% | −69,888−36.3% | 減碼 |
| Advisor Group Holdings, Inc. | 111,689 | $146.1 萬 | 0.00% | +17,893+19.1% | 加碼 |
| TrueMark Investments, LLC | 90,879 | $118.9 萬 | 0.15% | +6,003+7.1% | 加碼 |
| Stephens Inc | 84,912 | $111.1 萬 | 0.01% | +21,022+32.9% | 加碼 |
| Janney Montgomery Scott LLC | 83,886 | $109.7 萬 | 0.00% | −180.0% | 減碼 |
| Stifel Financial Corp | 77,441 | $101.3 萬 | 0.00% | −1,604−2.0% | 減碼 |
| Evolve Private Wealth, LLC | 67,711 | $88.6 萬 | 0.05% | −915−1.3% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 59,902 | $78.4 萬 | 0.10% | +14,072+30.7% | 加碼 |
| Envestnet Asset Management Inc | 59,335 | $77.6 萬 | 0.00% | +42,860+260.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 57,070 | $74.6 萬 | 0.00% | +20,779+57.3% | 加碼 |
| Kestra Advisory Services, LLC | 55,890 | $73.1 萬 | 0.00% | +377+0.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 47,997 | $62.8 萬 | 0.01% | −3,862−7.4% | 減碼 |
| Royal Bank of Canada | 44,951 | $58.8 萬 | 0.00% | −13,520−23.1% | 減碼 |
| Brookstone Capital Management | 43,831 | $57.3 萬 | 0.01% | +5,573+14.6% | 加碼 |
| Logan Stone Capital, LLC | 41,166 | $53.8 萬 | 0.11% | +6,988+20.4% | 加碼 |
| Guggenheim Capital LLC | 39,063 | $51.1 萬 | 0.00% | +12,281+45.9% | 加碼 |
| Cetera Investment Advisers | 38,843 | $50.8 萬 | 0.00% | +2,373+6.5% | 加碼 |
| Almitas Capital LLC | 38,584 | $50.5 萬 | 0.12% | +38,584 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 35,698 | $46.7 萬 | 0.00% | +1,100+3.2% | 加碼 |
| Readystate Asset Management LP | 28,292 | $37.0 萬 | 0.02% | −21,717−43.4% | 減碼 |
| HRT Financial LP | 27,888 | $36.4 萬 | 0.00% | +27,888 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 26,744 | $35.3 萬 | 0.00% | +13,263+98.4% | 加碼 |
| Apollon Wealth Management, LLC | 19,662 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Sovran Advisors, LLC | 18,362 | $24.2 萬 | 0.02% | +1,785+10.8% | 加碼 |
| IMC-Chicago, LLC | 17,816 | $23.3 萬 | 0.00% | +17,816 | 新進 |
| Bleakley Financial Group, LLC | 16,900 | $22.1 萬 | 0.00% | +16,900 | 新進 |
| Fifth Third Bancorp | 16,868 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 16,566 | $21.7 萬 | 0.00% | −1,815−9.9% | 減碼 |
| VestGen Advisors, LLC | 16,450 | $21.5 萬 | 0.01% | −2,745−14.3% | 減碼 |
| Jane Street Group, LLC | 16,444 | $21.5 萬 | 0.00% | +323+2.0% | 加碼 |
| Marex Group plc | 16,119 | $21.1 萬 | 0.00% | +16,119 | 新進 |
| XTX Topco Ltd | 15,299 | $20.0 萬 | 0.00% | +15,299 | 新進 |
| Citadel Advisors LLC | 12,837 | $16.8 萬 | 0.00% | +12,837 | 新進 |
| Wedbush Securities Inc | 12,136 | $15.9 萬 | 0.00% | −2,381−16.4% | 減碼 |
| Invesco Ltd. | 11,113 | $14.5 萬 | 0.00% | −128−1.1% | 減碼 |
| Spirepoint Private Client, LLC | 10,612 | $13.9 萬 | 0.01% | +10,612 | 新進 |
| Integrated Advisors Network LLC | 10,306 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Continuum Advisory, LLC | 7,120 | $9.31 萬 | 0.01% | +7,120 | 新進 |
| Huntington National Bank | – | $4.45 萬 | 0.00% | – | 新進 |
| AdvisorNet Financial, Inc | 2,422 | $3.17 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,150 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,000 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 864 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 739 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 741 | $9,692 | 0.00% | +741 | 新進 |
| Harbour Investments, Inc. | 695 | $9,091 | 0.00% | −320−31.5% | 減碼 |
| Spire Wealth Management | 600 | $7,853 | 0.00% | +185+44.6% | 加碼 |
| Highline Wealth Partners LLC | 200 | $2,616 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 66 | $864 | 0.00% | +66 | 新進 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −62,150−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −41,873−100.0% | 清倉 |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −41,873−100.0% | 清倉 |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −41,544−100.0% | 清倉 |
| B&L Asset Management LLC | 0 | $0 | 0.00% | −30,991−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −14,287−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,062−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −2,359−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −119−100.0% | 清倉 |
| Integrity Wealth Advisors, Inc. | – | – | – | – | 本季未申報 |