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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sit Investment Associates Inc, Morgan Stanley, Rivernorth Capital Management, Llc, Advisors Asset Management, Inc., and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-401,158-100.0%0$0.00Q4 2025Aug 26, 2026
Raymond James Financial IncBuy+373,934—373,934$5.47MQ4 2025Feb 18, 2026
Rivernorth Capital Management, LlcBuy+489,213—489,213$7.15MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+88,707—88,707$1.30MQ4 2025Feb 17, 2026
Evolve Private Wealth, LlcBuy+68,360—68,360$1.01MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+66,250—66,250$968.58KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+60,650—60,650$886.70KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+50,886—50,886$744.00KQ4 2025Feb 17, 2026
Integrity Wealth Advisors, Inc.Buy+46,659—46,659$682.15KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+35,817—35,817$523.64KQ4 2025Feb 17, 2026
&PartnersBuy+33,627—33,627$491.62KQ4 2025Feb 17, 2026
B. Riley Wealth Advisors, Inc.Buy+32,629—32,629$477.03KQ4 2025Feb 17, 2026
Logan Stone Capital, LlcBuy+26,240—26,240$383.63KQ4 2025Feb 17, 2026
Almitas Capital LlcBuy+25,204—25,204$368.48KQ4 2025Feb 17, 2026
Vestgen Advisors, LlcBuy+20,710—20,710$302.78KQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+14,653—14,653$214.23KQ4 2025Feb 17, 2026
Readystate Asset Management LpBuy+13,900—13,900$203.22KQ4 2025Feb 17, 2026
Integrated Advisors Network LlcBuy+11,556—11,556$168.95KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+2,557—2,557$37.38KQ4 2025Feb 17, 2026
Morgan StanleyBuy+910,759—910,759$13.32MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+234,945—234,945$3.43MQ4 2025Feb 13, 2026
Pathstone Holdings, LlcBuy+181,145—181,145$2.65MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+78,580—78,580$1.15MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+55,706—55,706$814.42KQ4 2025Feb 13, 2026
Pinnacle Wealth Planning Services, Inc.Buy+26—26$380.00Q4 2025Feb 13, 2026
Sit Investment Associates IncBuy+978,911—978,911$14.31MQ4 2025Feb 12, 2026
Penserra Capital Management LlcBuy+333,681—333,681$4.88MQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+57,167—57,167$835.78KQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+18,340—18,340$268.13KQ4 2025Feb 12, 2026
Wedbush Securities IncBuy+14,288—14,288$209.00KQ4 2025Feb 12, 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.