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。
2026 年第 1 季 13F 持有人
Calamos Long/Short Equity & Dynamic Income Trust 在 2026/3/31 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
- 58
- 較 2025 年第 4 季 +1 家
- 持有股數
- 586.6 萬
- 較 2025 年第 4 季 −29.2 萬 (−4.7%)
- 總市值
- $7,959 萬
- 較 2025 年第 4 季 −$1,047 萬 (−11.6%)
- 新進機構
- 6
- 另有 28 家加碼
- 清倉機構
- 5
- 另有 19 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | $7,939 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 981,247 | $1,332 萬 | 0.00% | +70,488+7.7% | 加碼 |
| Sit Investment Associates Inc | 978,911 | $1,328 萬 | 0.27% | 00.0% | 不變 |
| Rivernorth Capital Management, LLC | 462,511 | $627.6 萬 | 0.32% | −26,702−5.5% | 減碼 |
| Raymond James Financial Inc | 364,251 | $494.3 萬 | 0.00% | −9,683−2.6% | 減碼 |
| Penserra Capital Management LLC | 341,707 | $463.6 萬 | 0.05% | +8,026+2.4% | 加碼 |
| LPL Financial LLC | 262,516 | $356.2 萬 | 0.00% | +21,438+8.9% | 加碼 |
| Wells Fargo & Company | 238,151 | $323.2 萬 | 0.00% | +3,206+1.4% | 加碼 |
| Oppenheimer & Co Inc | 225,511 | $306.0 萬 | 0.04% | +4,475+2.0% | 加碼 |
| Advisors Asset Management, Inc. | 192,539 | $261.3 萬 | 0.04% | −147,709−43.4% | 減碼 |
| Closed-End Fund Advisors, Inc. | 138,277 | $187.6 萬 | 1.91% | −3,295−2.3% | 減碼 |
| UBS Group AG | 130,957 | $177.7 萬 | 0.00% | −23,689−15.3% | 減碼 |
| Shaker Financial Services, LLC | 123,958 | $168.2 萬 | 0.59% | −1,792−1.4% | 減碼 |
| Advisor Group Holdings, Inc. | 93,796 | $127.3 萬 | 0.00% | +5,089+5.7% | 加碼 |
| TrueMark Investments, LLC | 84,876 | $115.2 萬 | 0.22% | +4,320+5.4% | 加碼 |
| Janney Montgomery Scott LLC | 83,904 | $113.9 萬 | 0.00% | +4,157+5.2% | 加碼 |
| Stifel Financial Corp | 79,045 | $107.3 萬 | 0.00% | +465+0.6% | 加碼 |
| Evolve Private Wealth, LLC | 68,626 | $93.1 萬 | 0.05% | +266+0.4% | 加碼 |
| Stephens Inc | 63,890 | $86.7 萬 | 0.01% | +1,775+2.9% | 加碼 |
| Private Advisor Group, LLC | 62,150 | $84.3 萬 | 0.00% | +1,500+2.5% | 加碼 |
| Royal Bank of Canada | 58,471 | $79.3 萬 | 0.00% | +7,585+14.9% | 加碼 |
| Integrity Wealth Advisors, Inc. | 57,058 | $77.4 萬 | 0.46% | +10,399+22.3% | 加碼 |
| Kestra Advisory Services, LLC | 55,513 | $75.3 萬 | 0.00% | −193−0.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 51,859 | $70.4 萬 | 0.01% | +12,330+31.2% | 加碼 |
| Readystate Asset Management LP | 50,009 | $67.9 萬 | 0.04% | +36,109+259.8% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 45,830 | $62.2 萬 | 0.09% | +5,816+14.5% | 加碼 |
| Belpointe Asset Management LLC | 41,873 | $56.8 萬 | 0.02% | +30,991+284.8% | 加碼 |
| Fortis Capital Advisors, LLC | 41,873 | $56.8 萬 | 0.07% | +30,991+284.8% | 加碼 |
| Pathstone Holdings, LLC | 41,544 | $56.4 萬 | 0.00% | −139,601−77.1% | 減碼 |
| Brookstone Capital Management | 38,258 | $51.9 萬 | 0.01% | +1,544+4.2% | 加碼 |
| Cetera Investment Advisers | 36,470 | $49.5 萬 | 0.00% | +653+1.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 36,291 | $49.2 萬 | 0.00% | −1,393−3.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 34,598 | $46.9 萬 | 0.00% | +971+2.9% | 加碼 |
| Logan Stone Capital, LLC | 34,178 | $46.4 萬 | 0.13% | +7,938+30.3% | 加碼 |
| B&L Asset Management LLC | 30,991 | $42.1 萬 | 0.18% | −1,650−5.1% | 減碼 |
| Guggenheim Capital LLC | 26,782 | $36.3 萬 | 0.00% | −39,468−59.6% | 減碼 |
| Apollon Wealth Management, LLC | 19,662 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| VestGen Advisors, LLC | 19,195 | $25.8 萬 | 0.01% | −1,515−7.3% | 減碼 |
| Commonwealth Equity Services, LLC | 18,381 | $24.9 萬 | 0.00% | +41+0.2% | 加碼 |
| Fifth Third Bancorp | 16,868 | $22.9 萬 | 0.00% | +16,868 | 新進 |
| Sovran Advisors, LLC | 16,577 | $22.6 萬 | 0.02% | +3,956+31.3% | 加碼 |
| Envestnet Asset Management Inc | 16,475 | $22.4 萬 | 0.00% | +16,475 | 新進 |
| Jane Street Group, LLC | 16,121 | $21.9 萬 | 0.00% | −41,046−71.8% | 減碼 |
| Wedbush Securities Inc | 14,517 | $19.7 萬 | 0.01% | +229+1.6% | 加碼 |
| National Asset Management, Inc. | 14,287 | $18.9 萬 | 0.01% | −18,342−56.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 13,481 | $18.4 萬 | 0.00% | −2,107−13.5% | 減碼 |
| Invesco Ltd. | 11,241 | $15.3 萬 | 0.00% | +34+0.3% | 加碼 |
| Integrated Advisors Network LLC | 10,306 | $14.0 萬 | 0.01% | −1,250−10.8% | 減碼 |
| Susquehanna International Group, LLP | 10,062 | $13.7 萬 | 0.00% | +10,062 | 新進 |
| AdvisorNet Financial, Inc | 2,422 | $3.29 萬 | 0.00% | −566−18.9% | 減碼 |
| Quarry LP | 2,359 | $3.20 萬 | 0.01% | +2,359 | 新進 |
| Salem Investment Counselors Inc | 1,150 | $1.56 萬 | 0.00% | +1,150 | 新進 |
| Harbour Investments, Inc. | 1,015 | $1.38 萬 | 0.00% | −1,230−54.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,000 | $1.36 萬 | 0.00% | −1,250−55.6% | 減碼 |
| Geneos Wealth Management Inc. | 864 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 739 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 415 | $5,638 | 0.00% | +11+2.7% | 加碼 |
| Highline Wealth Partners LLC | 200 | $2,714 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 119 | $1,615 | 0.00% | +119 | 新進 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −108,845−100.0% | 清倉 |
| Almitas Capital LLC | 0 | $0 | 0.00% | −25,204−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,653−100.0% | 清倉 |
| Bank of America Corp | 0 | $0 | 0.00% | −2,557−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| ORG Partners LLC | – | – | – | – | 本季未申報 |