CPZ - Calamos Long/Short Equity & Dynamic Income Term Trust Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGS)

Calamos Long/Short Equity & Dynamic Income Term Trust
US ˙ NasdaqGS ˙ US12812C1062

Grundlæggende statistik
Institutionelle ejere 59 total, 59 long only, 0 short only, 0 long/short - change of -9,23% MRQ
Gennemsnitlig porteføljeallokering 0.0692 % - change of -56,13% MRQ
Institutionelle aktier (lange) 6.147.929 (ex 13D/G) - change of -0,76MM shares -10,94% MRQ
Institutionel værdi (lang) $ 68.822 USD ($1000)
Institutionelt ejerskab og aktionærer

Calamos Long/Short Equity & Dynamic Income Term Trust (US:CPZ) har 59 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,147,929 aktier. Største aktionærer omfatter Sit Investment Associates Inc, Morgan Stanley, Rivernorth Capital Management, Llc, Raymond James Financial Inc, Advisors Asset Management, Inc., Penserra Capital Management LLC, LPL Financial LLC, Wells Fargo & Company/mn, Oppenheimer & Co Inc, and Pathstone Holdings, LLC .

Calamos Long/Short Equity & Dynamic Income Term Trust (NasdaqGS:CPZ) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 27, 2026 is 13,43 / share. Previously, on March 31, 2025, the share price was 15,56 / share. This represents a decline of 13,69% over that period.

CPZ / Calamos Long/Short Equity & Dynamic Income Term Trust Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

CPZ / Calamos Long/Short Equity & Dynamic Income Term Trust Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-01-29 13F UBS Group AG 154.646 -35,69 2.261 -41,84
2026-02-12 13F Wedbush Securities Inc 14.288 10,67 0
2026-02-17 13F XTX Topco Ltd 14.653 214
2026-02-17 13F Advisor Group Holdings, Inc. 88.707 0,77 1.297 -11,35
2026-01-20 13F AdvisorNet Financial, Inc 2.988 6,11 44 -4,44
2026-02-17 13F Logan Stone Capital, LLC 26.240 384
2026-01-12 13F Salem Investment Counselors Inc 0 -100,00 0
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-13 13F Pathstone Holdings, LLC 181.145 2.648
2026-02-17 13F Rivernorth Capital Management, Llc 489.213 14,22 7.152 3,34
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100,00 0
2026-02-17 13F Saba Capital Management, L.P. 0 -100,00 0
2026-01-14 13F ORG Partners LLC 1.500 0,00 22 -12,50
2026-02-12 13F Steward Partners Investment Advisory, Llc 2.250 -38,36 33 -44,83
2026-02-12 13F Jane Street Group, Llc 57.167 836
2026-01-14 13F TrueMark Investments, LLC 80.556 2,52 1.178 -7,47
2026-02-17 13F Private Advisor Group, LLC 60.650 -0,82 887 -10,32
2026-02-12 13F Penserra Capital Management LLC 333.681 10,20 5 0,00
2026-02-17 13F Readystate Asset Management Lp 13.900 203
2026-02-17 13F National Asset Management, Inc. 32.629 3,05 477 -6,65
2026-02-17 13F Royal Bank Of Canada 50.886 2,20 744 -7,58
2026-01-13 13F CoreCap Advisors, LLC 0 -100,00 0
2026-02-17 13F Evolve Private Wealth, Llc 68.360 1.009
2026-01-20 13F Sovran Advisors, LLC 12.621 4,23 190 4,97
2026-02-17 13F VestGen Advisors, LLC 20.710 -22,03 303 -29,60
2026-02-19 13F Invesco Ltd. 11.207 7,53 164 -2,98
2026-02-17 13F Raymond James Financial Inc 373.934 -17,84 5.467 -25,68
2026-01-15 13F Brookstone Capital Management 36.714 45,81 537 32,02
2026-02-17 13F Almitas Capital LLC 25.204 368
2026-01-27 13F Fortis Capital Advisors, LLC 10.882 2,93 159 -6,47
2026-02-13 13F Stifel Financial Corp 78.580 -5,87 1.149 -14,90
2025-10-22 13F McIlrath & Eck, LLC 0 -100,00 0
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 26 0
2026-02-11 13F Janney Montgomery Scott LLC 79.747 1,43 1 0,00
2026-02-12 13F Commonwealth Equity Services, Llc 18.340 -0,13 268
2026-01-29 13F Comerica Bank 17.768 0,01 260 -9,76
2025-11-12 13F Cresset Asset Management, LLC 0 -100,00 0
2026-01-28 13F Geneos Wealth Management Inc. 864 0,00 13 -7,69
2026-02-09 13F Harbour Investments, Inc. 2.245 -24,54 33 -33,33
2026-01-21 13F Newbridge Financial Services Group, Inc. 0 -100,00 0
2026-02-11 13F Closed-End Fund Advisors, Inc. 141.572 2.070
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 15.588 -18,73 232 -24,18
2026-02-10 13F Envestnet Asset Management Inc 0 -100,00 0
2026-02-13 13F Wells Fargo & Company/mn 234.945 -16,25 3.435 -24,24
2026-01-27 13F Belpointe Asset Management LLC 10.882 2,93 159 -6,47
2026-02-17 13F Cetera Investment Advisers 35.817 9,15 524 -1,32
2026-02-13 13F Morgan Stanley 910.759 15,32 13.315 4,33
2026-02-12 13F Sit Investment Associates Inc 978.911 -9,37 14 -17,65
2026-01-14 13F Spire Wealth Management 404 218,11 6 150,00
2026-01-26 13F Shaker Financial Services, LLC 125.750 1.853
2026-02-11 13F J.w. Cole Advisors, Inc. 108.845 -2,68 1.591 -11,95
2026-01-29 13F Concurrent Investment Advisors, LLC 39.529 578
2026-02-02 13F Oppenheimer & Co Inc 221.036 0,72 3.232 -8,88
2026-01-15 13F Highline Wealth Partners Llc 200 0,00 3 -33,33
2026-02-09 13F Blue Bell Private Wealth Management, Llc 40.014 6,23 585 -3,78
2026-02-11 13F LPL Financial LLC 241.078 10,70 3.525 0,14
2026-01-22 13F Apollon Wealth Management, LLC 19.662 287
2026-02-13 13F Cohen & Steers, Inc. 0 -100,00 0
2026-02-17 13F Bank Of America Corp /de/ 2.557 -48,80 37 -53,75
2026-02-13 13F Minot DeBlois Advisors LLC 0 -100,00 0
2026-02-17 13F Integrity Wealth Advisors, Inc. 46.659 -47,74 682 -52,80
2026-02-05 13F Stephens Inc /ar/ 62.115 24,43 908 12,66
2025-11-14 13F Elequin Capital Lp 0 -100,00 0
2026-02-17 13F Integrated Advisors Network LLC 11.556 0,00 169 -9,68
2026-02-10 13F B&l Asset Management Llc 32.641 0,00 477 -9,49
2026-02-12 13F Advisors Asset Management, Inc. 340.248 -15,18 4.974 -23,45
2026-02-14 13F Rockefeller Capital Management L.P. 0 -100,00 0
2026-02-17 13F Guggenheim Capital Llc 66.250 -28,60 969 -35,60
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 33.627 492
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 37.684 9,59 1
2026-02-13 13F Level Four Advisory Services, Llc 0 -100,00 0
2026-02-17 13F Ameriprise Financial Inc 0 -100,00 0
2025-10-15 13F Cwm, Llc 0 -100,00 0
2025-10-21 13F Optimum Investment Advisors 26.560 2,31 429 1,90
2026-02-17 13F Advisory Services Network, LLC 0 -100,00 0
2026-02-11 13F Capital Analysts, Inc. 739 0,00 0
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