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 $7,939 萬；沒有大師持有。
2025 年第 1 季 13F 持有人
Calamos Long/Short Equity & Dynamic Income Trust 在 2025/3/31 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
- 52
- 較 2024 年第 4 季 +2 家
- 持有股數
- 621.2 萬
- 較 2024 年第 4 季 −56.2 萬 (−8.3%)
- 總市值
- $9,666 萬
- 較 2024 年第 4 季 −$380.5 萬 (−3.8%)
- 新進機構
- 10
- 另有 18 家加碼
- 清倉機構
- 8
- 另有 16 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 | $7,939 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 | $9,634 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 | $1.03 億 |
| 2023 年第 4 季 | 49 | $9,502 萬 |
| 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 | $1.34 億 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,080,868 | $1,682 萬 | 0.39% | +73,346+7.3% | 加碼 |
| Morgan Stanley | 706,373 | $1,099 萬 | 0.00% | −156,856−18.2% | 減碼 |
| Rivernorth Capital Management, LLC | 578,930 | $900.8 萬 | 0.48% | −4,718−0.8% | 減碼 |
| Advisors Asset Management, Inc. | 499,303 | $776.9 萬 | 0.15% | +12,530+2.6% | 加碼 |
| Saba Capital Management, L.P. | 444,502 | $691.6 萬 | 0.19% | −472,343−51.5% | 減碼 |
| UBS Group AG | 418,896 | $651.8 萬 | 0.00% | −23,854−5.4% | 減碼 |
| Raymond James Financial Inc | 334,170 | $520.0 萬 | 0.00% | +28,900+9.5% | 加碼 |
| Wells Fargo & Company | 281,253 | $437.6 萬 | 0.00% | −28,112−9.1% | 減碼 |
| Penserra Capital Management LLC | 256,888 | $399.7 萬 | 0.07% | −23,468−8.4% | 減碼 |
| Oppenheimer & Co Inc | 210,894 | $328.2 萬 | 0.05% | +13,774+7.0% | 加碼 |
| Cohen & Steers, Inc. | 160,854 | $250.3 萬 | 0.00% | 00.0% | 不變 |
| Guggenheim Capital LLC | 145,389 | $226.2 萬 | 0.02% | +13,124+9.9% | 加碼 |
| LPL Financial LLC | 113,746 | $177.0 萬 | 0.00% | −569−0.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 106,383 | $165.5 萬 | 0.05% | +28,797+37.1% | 加碼 |
| Stifel Financial Corp | 82,635 | $128.6 萬 | 0.00% | −65−0.1% | 減碼 |
| Advisor Group Holdings, Inc. | 71,730 | $111.6 萬 | 0.00% | +31,066+76.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 67,233 | $104.6 萬 | 0.01% | +26,136+63.6% | 加碼 |
| Private Advisor Group, LLC | 59,950 | $93.3 萬 | 0.01% | +900+1.5% | 加碼 |
| Stephens Inc | 59,190 | $92.1 萬 | 0.01% | −680−1.1% | 減碼 |
| Integrity Wealth Advisors, Inc. | 53,664 | $83.5 萬 | 0.61% | +2,783+5.5% | 加碼 |
| Janney Montgomery Scott LLC | 52,103 | $81.1 萬 | 0.00% | +16,747+47.4% | 加碼 |
| Kestra Advisory Services, LLC | 51,691 | $80.4 萬 | 0.00% | +268+0.5% | 加碼 |
| Royal Bank of Canada | 50,598 | $78.7 萬 | 0.00% | −18,771−27.1% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 39,409 | $61.3 萬 | 0.12% | +259+0.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 34,018 | $52.9 萬 | 0.00% | −8,926−20.8% | 減碼 |
| Cetera Investment Advisers | 28,133 | $43.8 萬 | 0.00% | −284−1.0% | 減碼 |
| Ameriprise Financial Inc | 23,614 | $36.7 萬 | 0.00% | −2,140−8.3% | 減碼 |
| Optimum Investment Advisors | 22,860 | $35.6 萬 | 0.17% | +9,560+71.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 20,667 | $32.2 萬 | 0.00% | +1,707+9.0% | 加碼 |
| Comerica Bank | 16,933 | $26.3 萬 | 0.00% | +360+2.2% | 加碼 |
| Commonwealth Equity Services, LLC | 16,678 | $26.0 萬 | 0.00% | +16,678 | 新進 |
| Brookstone Capital Management | 16,458 | $25.6 萬 | 0.00% | +473+3.0% | 加碼 |
| Wedbush Securities Inc | 13,517 | $21.0 萬 | 0.01% | −6,412−32.2% | 減碼 |
| Bank of America Corp | 13,390 | $20.8 萬 | 0.00% | +9,890+282.6% | 加碼 |
| Belpointe Asset Management LLC | 12,868 | $20.0 萬 | 0.01% | +12,868 | 新進 |
| Fortis Capital Advisors, LLC | 12,868 | $20.0 萬 | 0.04% | +12,868 | 新進 |
| National Asset Management, Inc. | 12,144 | $18.9 萬 | 0.01% | +12,144 | 新進 |
| Integrated Advisors Network LLC | 11,206 | $17.4 萬 | 0.01% | −150−1.3% | 減碼 |
| Cresset Asset Management, LLC | 10,108 | $15.7 萬 | 0.00% | +10,108 | 新進 |
| JPMorgan Chase & Co | 5,000 | $7.78 萬 | 0.00% | +5,000 | 新進 |
| Harbour Investments, Inc. | 3,215 | $5.00 萬 | 0.00% | −340−9.6% | 減碼 |
| Larson Financial Group LLC | 3,000 | $4.67 萬 | 0.00% | +3,000 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,400 | $3.73 萬 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 1,500 | $2.31 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,170 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,150 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,050 | $1.63 萬 | 0.00% | +1,050 | 新進 |
| Capital Analysts, LLC | 739 | $1.10 萬 | 0.00% | +739 | 新進 |
| Continuum Advisory, LLC | 700 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 61 | $942 | 0.00% | +61 | 新進 |
| Minot DeBlois Advisors LLC | 5 | $78 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 30 | $0 | 0.00% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −49,239−100.0% | 清倉 |
| CNH Partners LLC | 0 | $0 | 0.00% | −49,416−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −32,694−100.0% | 清倉 |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −26,783−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,105−100.0% | 清倉 |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |