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。
2022 年第 4 季 13F 持有人
Calamos Long/Short Equity & Dynamic Income Trust 在 2022/12/31 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
- 56
- 較 2022 年第 3 季 +10 家
- 持有股數
- 552.5 萬
- 較 2022 年第 3 季 +24.4 萬 (+4.6%)
- 總市值
- $8,396 萬
- 較 2022 年第 3 季 +$499.6 萬 (+6.3%)
- 新進機構
- 14
- 另有 19 家加碼
- 清倉機構
- 4
- 另有 19 家減碼
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 |
2022 年第 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,001,618 | $1,521 萬 | 0.00% | −66,315−6.2% | 減碼 |
| Sit Investment Associates Inc | 753,544 | $1,145 萬 | 0.32% | −38,670−4.9% | 減碼 |
| Wells Fargo & Company | 499,544 | $758.8 萬 | 0.00% | −90,456−15.3% | 減碼 |
| UBS Group AG | 481,783 | $731.8 萬 | 0.00% | −151,728−24.0% | 減碼 |
| Advisors Asset Management, Inc. | 464,785 | $706.0 萬 | 0.15% | −33,771−6.8% | 減碼 |
| Rivernorth Capital Management, LLC | 311,917 | $473.8 萬 | 0.21% | −44,250−12.4% | 減碼 |
| Cornerstone Advisors, LLC | 299,359 | $454.7 萬 | 0.22% | +287,159+2,353.8% | 加碼 |
| Shaker Financial Services, LLC | 258,144 | $395.7 萬 | 1.85% | +90,482+54.0% | 加碼 |
| Royal Bank of Canada | 189,275 | $287.5 萬 | 0.00% | −43,681−18.8% | 減碼 |
| Oppenheimer & Co Inc | 119,672 | $181.8 萬 | 0.04% | +3,170+2.7% | 加碼 |
| Saba Capital Management, L.P. | 96,321 | $146.3 萬 | 0.02% | +96,321 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 86,848 | $131.9 萬 | 0.00% | +68,882+383.4% | 加碼 |
| Stifel Financial Corp | 70,969 | $107.8 萬 | 0.00% | +3,494+5.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 58,632 | $89.1 萬 | 0.00% | +10,203+21.1% | 加碼 |
| Guggenheim Capital LLC | 55,074 | $83.7 萬 | 0.01% | −631−1.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 54,484 | $83.2 萬 | 0.01% | +31,979+142.1% | 加碼 |
| Raymond James & Associates | 48,595 | $73.8 萬 | 0.00% | +8,979+22.7% | 加碼 |
| Stephens Inc | 47,965 | $72.9 萬 | 0.01% | +12,335+34.6% | 加碼 |
| City of London Investment Management Co Ltd | 42,167 | $64.1 萬 | 0.05% | +21,646+105.5% | 加碼 |
| Invesco Ltd. | 41,271 | $62.7 萬 | 0.00% | +16,198+64.6% | 加碼 |
| Logan Stone Capital, LLC | 39,081 | $59.4 萬 | 0.22% | +39,081 | 新進 |
| Advisor Group Holdings, Inc. | 38,676 | $58.7 萬 | 0.00% | +15,874+69.6% | 加碼 |
| Kestra Advisory Services, LLC | 37,681 | $57.2 萬 | 0.01% | +7,455+24.7% | 加碼 |
| Wedbush Securities Inc | 32,735 | $49.7 萬 | 0.03% | +3,250+11.0% | 加碼 |
| Private Advisor Group, LLC | 30,703 | $46.6 萬 | 0.02% | −12,333−28.7% | 減碼 |
| SkyView Investment Advisors, LLC | 30,398 | $46.2 萬 | 0.14% | +135+0.4% | 加碼 |
| Optimum Investment Advisors | 29,203 | $44.4 萬 | 0.24% | −391−1.3% | 減碼 |
| Susquehanna International Group, LLP | 21,255 | $32.3 萬 | 0.00% | +21,255 | 新進 |
| Landscape Capital Management, L.L.C. | 20,864 | $31.7 萬 | 0.05% | +20,864 | 新進 |
| Capital Analysts, LLC | 19,488 | $29.6 萬 | 0.02% | −9,644−33.1% | 減碼 |
| D.A. Davidson & Co. | 18,796 | $28.6 萬 | 0.00% | −742−3.8% | 減碼 |
| Jane Street Group, LLC | 18,722 | $28.4 萬 | 0.00% | +18,722 | 新進 |
| Janney Montgomery Scott LLC | 18,250 | $27.7 萬 | 0.00% | +5,000+37.7% | 加碼 |
| Elequin Capital LP | 16,163 | $24.6 萬 | 0.07% | +16,163 | 新進 |
| Scotia Capital Inc. | 16,103 | $24.5 萬 | 0.00% | −682−4.1% | 減碼 |
| Calamos Wealth Management LLC | 15,875 | $24.1 萬 | 0.02% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 15,107 | $22.9 萬 | 0.06% | −4,527−23.1% | 減碼 |
| Cetera Advisor Networks LLC | 13,486 | $20.5 萬 | 0.00% | −12,246−47.6% | 減碼 |
| LPL Financial LLC | 12,903 | $19.6 萬 | 0.00% | +12,903 | 新進 |
| Atlas Wealth LLC | 12,500 | $19.0 萬 | 0.05% | +12,500 | 新進 |
| San Luis Wealth Advisors LLC | 12,326 | $18.7 萬 | 0.17% | −6,041−32.9% | 減碼 |
| Almitas Capital LLC | 11,408 | $17.3 萬 | 0.08% | +11,408 | 新進 |
| Ahrens Investment Partners LLC | 11,234 | $17.1 萬 | 0.08% | +299+2.7% | 加碼 |
| Weiss Asset Management LP | 10,962 | $16.7 萬 | 0.01% | +10,962 | 新進 |
| Sigma Planning Corp | 10,500 | $15.9 萬 | 0.01% | −100−0.9% | 減碼 |
| Synovus Financial Corp | 10,219 | $15.5 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 5,365 | $8.15 萬 | 0.03% | +5,165+2,582.5% | 加碼 |
| Harbour Investments, Inc. | 4,630 | $7.03 萬 | 0.00% | −850−15.5% | 減碼 |
| JPMorgan Chase & Co | 4,227 | $6.40 萬 | 0.00% | +3,843+1,000.8% | 加碼 |
| Salem Investment Counselors Inc | 1,500 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,170 | $1.78 萬 | 0.00% | +1,170 | 新進 |
| Raleigh Capital Management Inc. | 600 | $9,114 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 300 | $4,557 | 0.00% | −9,024−96.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 250 | $3,798 | 0.00% | +250 | 新進 |
| Cornerstone Planning Group LLC | 146 | $2,352 | 0.00% | +146 | 新進 |
| Tower Research Capital LLC (TRC) | 88 | $1,000 | 0.00% | +88 | 新進 |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −66,807−100.0% | 清倉 |
| Treasure Coast Financial Planning | 0 | $0 | 0.00% | −10,401−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −539−100.0% | 清倉 |