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