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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +12,837 | — | 12,837 | $167.91K | Q2 2026 | Sep 02, 2026 |
| Almitas Capital Llc | Buy | +38,584 | — | 38,584 | $504.68K | Q2 2026 | Aug 17, 2026 |
| Saba Capital Management, L.P. | Buy | +335,551 | — | 335,551 | $4.39M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -69,888 | -36.3% | 122,651 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +27,888 | — | 27,888 | $364.00K | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Sell | -21,717 | -43.4% | 28,292 | $370.06K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +20,598 | +5.7% | 384,849 | $5.03M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +17,893 | +19.1% | 111,689 | $1.46M | Q2 2026 | Aug 14, 2026 |
| Marex Group Plc | Buy | +16,119 | — | 16,119 | $210.84K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +15,299 | — | 15,299 | $200.11K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -13,520 | -23.1% | 44,951 | $588.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -11,305 | -4.7% | 226,846 | $2.97M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +11,113 | — | 11,113 | $145.36K | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +6,988 | +20.4% | 41,166 | $538.45K | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Buy | +3,368 | +0.7% | 465,879 | $6.09M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +1,100 | +3.2% | 35,698 | $466.93K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +323 | +2.0% | 16,444 | $215.09K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -148,184 | -15.1% | 833,063 | $10.90M | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +13,534 | +4.0% | 355,241 | $4.65M | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Buy | +3,400 | — | 3,400 | $44.47K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +687 | +0.5% | 131,644 | $1.72M | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Sell | -151,333 | -15.5% | 827,578 | $10.82M | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Buy | +12,281 | +45.9% | 39,063 | $510.94K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +2,373 | +6.5% | 38,843 | $508.07K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -1,604 | -2.0% | 77,441 | $1.01M | Q2 2026 | Aug 12, 2026 |
| Evolve Private Wealth, Llc | Sell | -915 | -1.3% | 67,711 | $885.66K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -320 | -31.5% | 695 | $9.09K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +66 | — | 66 | $864.00 | Q2 2026 | Aug 12, 2026 |
| Vestgen Advisors, Llc | Sell | -2,745 | -14.3% | 16,450 | $215.17K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +46,994 | +17.9% | 309,510 | $4.05M | Q2 2026 | Aug 07, 2026 |
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.