CALAMOS LNG/SHRT EQTY & DYN (CPZ) Institutional Shareholders
CALAMOS LNG/SHRT EQTY & DYN (CPZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $61.13M in CPZ holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CPZ tracked by InsiderSet, reporting ownership valued at approximately $13.32M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.12M, representing an estimated loss of -1.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed CPZ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Rivernorth Capital Management, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in CALAMOS LNG/SHRT EQTY & DYN (CPZ).
This page ranks the largest institutional CPZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
56
Total Reported Value
$61.13M
Largest Holder
Morgan Stanley
Largest Position
$13.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 981,247 | $13,315,532 | $13,119,272 | -$196,260 | -1.47% | |
| Rivernorth Capital Management, Llc | 0.31% | 462,511 | $6,276,274 | $6,183,772 | -$92,502 | -1.47% | |
| Raymond James Financial Inc | 0.00% | 364,251 | $4,942,890 | $4,870,036 | -$72,854 | -1.47% | |
| Lpl Financial Llc | 0.00% | 262,516 | $3,562,343 | $3,509,839 | -$52,504 | -1.47% | |
| Wells Fargo & Company/Mn | 0.00% | 238,151 | $3,231,712 | $3,184,079 | -$47,633 | -1.47% | |
| Oppenheimer & Co Inc | 0.03% | 222,701 | $2,912,929 | $2,977,512 | +$64,583 | +2.22% | |
| Advisors Asset Management, Inc. | 0.04% | 192,539 | $2,612,754 | $2,574,246 | -$38,508 | -1.47% | |
| Shaker Financial Services, Llc | 0.75% | 184,023 | $2,407,021 | $2,460,388 | +$53,367 | +2.22% | |
| Atlas Wealth Llc | 0.27% | 147,233 | $1,925,808 | $1,968,505 | +$42,697 | +2.22% | |
| Closed-End Fund Advisors, Inc. | 1.83% | 143,176 | $1,872,741 | $1,914,263 | +$41,522 | +2.22% | |
| Ubs Group Ag | 0.00% | 130,957 | $1,777,086 | $1,750,895 | -$26,191 | -1.47% | |
| Osaic Holdings, Inc. | 0.00% | 93,796 | $1,272,948 | $1,254,053 | -$18,895 | -1.48% | |
| Truemark Investments, Llc | 0.15% | 90,879 | $1,188,697 | $1,215,052 | +$26,355 | +2.22% | |
| Stephens Inc | 0.01% | 84,912 | $1,110,649 | $1,135,273 | +$24,624 | +2.22% | |
| Stifel Financial Corp | 0.00% | 79,045 | $1,072,620 | $1,056,832 | -$15,788 | -1.47% | |
| Evolve Private Wealth, Llc | 0.05% | 68,626 | $931,255 | $917,530 | -$13,725 | -1.47% | |
| Royal Bank Of Canada | 0.00% | 58,471 | $793,000 | $781,757 | -$11,243 | -1.42% | |
| Envestnet Asset Management Inc | 0.00% | 59,335 | $776,096 | $793,309 | +$17,213 | +2.22% | |
| Integrity Wealth Advisors, Inc. | 0.46% | 57,058 | $774,277 | $762,865 | -$11,412 | -1.47% | |
| Kestra Advisory Services, Llc | 0.00% | 55,890 | $731,043 | $747,249 | +$16,206 | +2.22% | |
| Readystate Asset Management Lp | 0.04% | 50,009 | $678,622 | $668,620 | -$10,002 | -1.47% | |
| Concurrent Investment Advisors, Llc | 0.01% | 47,997 | $627,795 | $641,720 | +$13,925 | +2.22% | |
| Blue Bell Private Wealth Management, Llc | 0.09% | 45,830 | $621,913 | $612,747 | -$9,166 | -1.47% | |
| Brookstone Capital Management | 0.01% | 43,831 | $573,312 | $586,020 | +$12,708 | +2.22% | |
| Pathstone Holdings, Llc | 0.00% | 41,544 | $563,752 | $555,443 | -$8,309 | -1.47% | |
| Cetera Investment Advisers | 0.00% | 36,470 | $494,900 | $487,604 | -$7,296 | -1.47% | |
| &Partners | 0.00% | 34,598 | $469,490 | $462,575 | -$6,915 | -1.47% | |
| Logan Stone Capital, Llc | 0.13% | 34,178 | $463,795 | $456,960 | -$6,835 | -1.47% | |
| Mccarter Private Wealth Services Llc | 0.18% | 30,991 | $420,548 | $414,350 | -$6,198 | -1.47% | |
| Guggenheim Capital Llc | 0.00% | 26,782 | $363,432 | $358,075 | -$5,357 | -1.47% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 26,744 | $352,753 | $357,567 | +$4,814 | +1.36% | |
| Vestgen Advisors, Llc | 0.01% | 19,195 | $257,597 | $256,637 | -$960 | -0.37% | |
| Apollon Wealth Management, Llc | 0.00% | 19,662 | $257,179 | $262,881 | +$5,702 | +2.22% | |
| Sovran Advisors, Llc | 0.02% | 18,362 | $241,637 | $245,500 | +$3,863 | +1.60% | |
| Fifth Third Bancorp | 0.00% | 16,868 | $228,899 | $225,525 | -$3,374 | -1.47% | |
| Jane Street Group, Llc | 0.00% | 16,121 | $218,762 | $215,538 | -$3,224 | -1.47% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,566 | $216,680 | $221,487 | +$4,807 | +2.22% | |
| Invesco Ltd. | 0.00% | 11,241 | $152,540 | $150,292 | -$2,248 | -1.47% | |
| Integrated Advisors Network Llc | 0.01% | 10,306 | $139,853 | $137,791 | -$2,062 | -1.47% | |
| Susquehanna International Group, Llp | 0.00% | 10,062 | $136,541 | $134,529 | -$2,012 | -1.47% | |
| Quarry Lp | 0.01% | 2,359 | $32,012 | $31,540 | -$472 | -1.47% | |
| Advisornet Financial, Inc | 0.00% | 2,422 | $31,680 | $32,382 | +$702 | +2.22% | |
| Salem Investment Counselors Inc | 0.00% | 1,150 | $15,042 | $15,376 | +$334 | +2.22% | |
| Harbour Investments, Inc. | 0.00% | 1,015 | $13,774 | $13,571 | -$203 | -1.48% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,000 | $13,570 | $13,370 | -$200 | -1.47% | |
| Sit Investment Associates Inc | 0.27% | 978,911 | $13,284 | $13,088,040 | +$13,074,756 | +98424.84% | |
| Geneos Wealth Management Inc. | 0.00% | 864 | $11,724 | $11,552 | -$172 | -1.47% | |
| Farther Finance Advisors, Llc | 0.00% | 741 | $9,692 | $9,907 | +$215 | +2.22% | |
| Spire Wealth Management | 0.00% | 600 | $7,853 | $8,022 | +$169 | +2.15% | |
| Penserra Capital Management Llc | 0.05% | 341,707 | $4,636 | $4,568,623 | +$4,563,987 | +98446.65% |
Frequently asked questions about CPZ
Who owns the most CPZ stock?
The largest holders of CPZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CALAMOS LNG/SHRT EQTY & DYN (CPZ).
Is CPZ widely held by superinvestors?
Many widely followed stocks like CPZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CPZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.