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。
2025 年第 4 季 13F 持有人
Calamos Long/Short Equity & Dynamic Income Trust 在 2025/12/31 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
- 59
- 較 2025 年第 3 季 +1 家
- 持有股數
- 617.7 萬
- 較 2025 年第 3 季 +35.0 萬 (+6.0%)
- 總市值
- $9,034 萬
- 較 2025 年第 3 季 −$386.9 萬 (−4.1%)
- 新進機構
- 13
- 另有 23 家加碼
- 清倉機構
- 12
- 另有 17 家減碼
另有 1 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 978,911 | $1,431 萬 | 0.28% | −101,157−9.4% | 減碼 |
| Morgan Stanley | 910,759 | $1,332 萬 | 0.00% | +121,020+15.3% | 加碼 |
| Rivernorth Capital Management, LLC | 489,213 | $715.2 萬 | 0.34% | +60,904+14.2% | 加碼 |
| Raymond James Financial Inc | 373,934 | $546.7 萬 | 0.00% | −81,213−17.8% | 減碼 |
| Advisors Asset Management, Inc. | 340,248 | $497.4 萬 | 0.08% | −60,910−15.2% | 減碼 |
| Penserra Capital Management LLC | 333,681 | $487.8 萬 | 0.06% | +30,887+10.2% | 加碼 |
| LPL Financial LLC | 241,078 | $352.5 萬 | 0.00% | +23,293+10.7% | 加碼 |
| Wells Fargo & Company | 234,945 | $343.5 萬 | 0.00% | −45,573−16.2% | 減碼 |
| Oppenheimer & Co Inc | 221,036 | $323.2 萬 | 0.05% | +1,589+0.7% | 加碼 |
| Pathstone Holdings, LLC | 181,145 | $264.8 萬 | 0.01% | +181,145 | 新進 |
| UBS Group AG | 154,646 | $226.1 萬 | 0.00% | −85,842−35.7% | 減碼 |
| Closed-End Fund Advisors, Inc. | 141,572 | $207.0 萬 | 1.22% | +141,572 | 新進 |
| Shaker Financial Services, LLC | 125,750 | $185.3 萬 | 0.59% | +125,750 | 新進 |
| J.W. Cole Advisors, Inc. | 108,845 | $159.1 萬 | 0.04% | −2,993−2.7% | 減碼 |
| Advisor Group Holdings, Inc. | 88,707 | $129.7 萬 | 0.00% | +680+0.8% | 加碼 |
| TrueMark Investments, LLC | 80,556 | $117.8 萬 | 0.22% | +1,980+2.5% | 加碼 |
| Janney Montgomery Scott LLC | 79,747 | $116.6 萬 | 0.00% | +1,127+1.4% | 加碼 |
| Stifel Financial Corp | 78,580 | $114.9 萬 | 0.00% | −4,903−5.9% | 減碼 |
| Evolve Private Wealth, LLC | 68,360 | $100.9 萬 | 0.06% | +68,360 | 新進 |
| Guggenheim Capital LLC | 66,250 | $96.9 萬 | 0.01% | −26,542−28.6% | 減碼 |
| Stephens Inc | 62,115 | $90.8 萬 | 0.01% | +12,195+24.4% | 加碼 |
| Private Advisor Group, LLC | 60,650 | $88.7 萬 | 0.00% | −500−0.8% | 減碼 |
| Jane Street Group, LLC | 57,167 | $83.6 萬 | 0.00% | +57,167 | 新進 |
| Kestra Advisory Services, LLC | 55,706 | $81.4 萬 | 0.00% | −1,500−2.6% | 減碼 |
| Royal Bank of Canada | 50,886 | $74.4 萬 | 0.00% | +1,094+2.2% | 加碼 |
| Integrity Wealth Advisors, Inc. | 46,659 | $68.2 萬 | 0.48% | −42,624−47.7% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 40,014 | $58.5 萬 | 0.09% | +2,345+6.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 39,529 | $57.8 萬 | 0.01% | +39,529 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 37,684 | $55.1 萬 | 0.00% | +3,297+9.6% | 加碼 |
| Brookstone Capital Management | 36,714 | $53.7 萬 | 0.01% | +11,535+45.8% | 加碼 |
| Cetera Investment Advisers | 35,817 | $52.4 萬 | 0.00% | +3,002+9.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 33,627 | $49.2 萬 | 0.00% | +33,627 | 新進 |
| B&L Asset Management LLC | 32,641 | $47.7 萬 | 0.21% | 00.0% | 不變 |
| National Asset Management, Inc. | 32,629 | $47.7 萬 | 0.02% | +965+3.0% | 加碼 |
| Logan Stone Capital, LLC | 26,240 | $38.4 萬 | 0.09% | +26,240 | 新進 |
| Almitas Capital LLC | 25,204 | $36.8 萬 | 0.08% | +25,204 | 新進 |
| VestGen Advisors, LLC | 20,710 | $30.3 萬 | 0.01% | −5,850−22.0% | 減碼 |
| Apollon Wealth Management, LLC | 19,662 | $28.7 萬 | 0.00% | +19,662 | 新進 |
| Commonwealth Equity Services, LLC | 18,340 | $26.8 萬 | 0.00% | −24−0.1% | 減碼 |
| Comerica Bank | 17,768 | $26.0 萬 | 0.00% | +20.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 15,588 | $23.2 萬 | 0.00% | −3,593−18.7% | 減碼 |
| XTX Topco Ltd | 14,653 | $21.4 萬 | 0.01% | +14,653 | 新進 |
| Wedbush Securities Inc | 14,288 | $20.9 萬 | 0.01% | +1,377+10.7% | 加碼 |
| Readystate Asset Management LP | 13,900 | $20.3 萬 | 0.01% | +13,900 | 新進 |
| Sovran Advisors, LLC | 12,621 | $19.0 萬 | 0.02% | +512+4.2% | 加碼 |
| Integrated Advisors Network LLC | 11,556 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| Invesco Ltd. | 11,207 | $16.4 萬 | 0.00% | +785+7.5% | 加碼 |
| Belpointe Asset Management LLC | 10,882 | $15.9 萬 | 0.01% | +310+2.9% | 加碼 |
| Fortis Capital Advisors, LLC | 10,882 | $15.9 萬 | 0.02% | +310+2.9% | 加碼 |
| AdvisorNet Financial, Inc | 2,988 | $4.37 萬 | 0.00% | +172+6.1% | 加碼 |
| Bank of America Corp | 2,557 | $3.74 萬 | 0.00% | −2,437−48.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,250 | $3.29 萬 | 0.00% | −1,400−38.4% | 減碼 |
| Harbour Investments, Inc. | 2,245 | $3.28 萬 | 0.00% | −730−24.5% | 減碼 |
| ORG Partners LLC | 1,500 | $2.19 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 864 | $1.26 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 739 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 404 | $5,904 | 0.00% | +277+218.1% | 加碼 |
| Highline Wealth Partners LLC | 200 | $2,924 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 26 | $380 | 0.00% | +26 | 新進 |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −96,149−100.0% | 清倉 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −26,379−100.0% | 清倉 |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −19,016−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −14,152−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −14,054−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −13,229−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −11,389−100.0% | 清倉 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −11,330−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,170−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1,150−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −234−100.0% | 清倉 |
| Minot DeBlois Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Optimum Investment Advisors | – | – | – | – | 本季未申報 |