CALAMOS LNG/SHRT EQTY & DYN (CPZ) Institutional Ownership Changes & 13F Activity

CALAMOS LNG/SHRT EQTY & DYN (CPZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Saba Capital Management, L.P., Sit Investment Associates Inc, Morgan Stanley, Advisors Asset Management, Inc., and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+12,83712,837$167.91KQ2 2026Sep 02, 2026
Almitas Capital LlcBuy+38,58438,584$504.68KQ2 2026Aug 17, 2026
Saba Capital Management, L.P.Buy+335,551335,551$4.39MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-69,888-36.3%122,651$1.60MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+27,88827,888$364.00KQ2 2026Aug 14, 2026
Readystate Asset Management LpSell-21,717-43.4%28,292$370.06KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+20,598+5.7%384,849$5.03MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+17,893+19.1%111,689$1.46MQ2 2026Aug 14, 2026
Marex Group PlcBuy+16,11916,119$210.84KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+15,29915,299$200.11KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-13,520-23.1%44,951$588.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-11,305-4.7%226,846$2.97MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+11,11311,113$145.36KQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+6,988+20.4%41,166$538.45KQ2 2026Aug 14, 2026
Rivernorth Capital Management, LlcBuy+3,368+0.7%465,879$6.09MQ2 2026Aug 14, 2026
&PartnersBuy+1,100+3.2%35,698$466.93KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+323+2.0%16,444$215.09KQ2 2026Aug 14, 2026
Morgan StanleySell-148,184-15.1%833,063$10.90MQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+13,534+4.0%355,241$4.65MQ2 2026Aug 13, 2026
Huntington National BankBuy+3,4003,400$44.47KQ2 2026Aug 13, 2026
Ubs Group AgBuy+687+0.5%131,644$1.72MQ2 2026Aug 13, 2026
Sit Investment Associates IncSell-151,333-15.5%827,578$10.82MQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+12,281+45.9%39,063$510.94KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+2,373+6.5%38,843$508.07KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-1,604-2.0%77,441$1.01MQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcSell-915-1.3%67,711$885.66KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-320-31.5%695$9.09KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+6666$864.00Q2 2026Aug 12, 2026
Vestgen Advisors, LlcSell-2,745-14.3%16,450$215.17KQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+46,994+17.9%309,510$4.05MQ2 2026Aug 07, 2026
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Frequently asked questions about CPZ activity

  • Which institutional owners are buying CPZ?

    Institutional owners buying CPZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CPZ activity?

    "Buy" means an investor increased their reported position in CPZ compared to the prior reporting period. This reflects growing exposure to CALAMOS LNG/SHRT EQTY & DYN (CPZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CPZ increasing?

    Institutional interest in CPZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.