Calamos LNG/SHRT Eqty & DYNCPZ
13F holders, Q2 2026 (June 30)61holders +3
13new positions
9sold out
1famous investor
$13.08avg. 13F price*
At the end of Q2 2026, 61 institutions reported holding Calamos LNG/SHRT Eqty & DYN (CPZ) in their 13F filings, up 3 from Q1 2026. 13 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($10.9M), Sit Investment Associates Inc. ($10.8M) and Rivernorth Capital Management, LLC ($6.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Calamos LNG/SHRT Eqty & DYN
- CUSIP
- 12812C106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $8.5M |
| Exits | 9 | $3.3M |
All 13F filers, Q1 2026 → Q2 2026: 943,009 shares bought and 685,559 shares sold, net +257,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Morgan Stanley | 0.00% | Reduce -15.1% | 833,063 | $10.9M |
| Sit Investment Associates Inc. | 0.20% | Reduce -15.5% | 827,578 | $10.8M |
| Rivernorth Capital Management, LLC | 0.29% | Add +0.7% | 465,879 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +5.7% | 384,849 | $5.0M |
| Penserra Capital Management LLC | 0.04% | Add +4.0% | 355,241 | $4.6M |
| Saba Capital Management, L.P. | 0.14% | New | 335,551 | $4.4M |
| LPL Financial LLC | 0.00% | Add +17.9% | 309,510 | $4.0M |
| Wells Fargo & Company | 0.00% | Reduce -4.8% | 226,846 | $3.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -1.3% | 222,701 | $2.9M |
| Shaker Financial Services, LLC | 0.75% | Add +48.5% | 184,023 | $2.4M |
| Atlas Wealth LLC | 0.31% | New | 147,233 | $1.9M |
| Closed-End Fund Advisors, Inc. | 1.83% | Add +3.5% | 143,176 | $1.9M |
| UBS Group AG | 0.00% | Add +0.5% | 131,644 | $1.7M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -36.3% | 122,651 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +19.1% | 111,689 | $1.5M |
| TrueMark Investments, LLC | 0.15% | Add +7.1% | 90,879 | $1.2M |
| Stephens Inc. | 0.01% | Add +32.9% | 84,912 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.0% | 83,886 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 77,441 | $1.0M |
| Evolve Private Wealth, LLC | 0.05% | Reduce -1.3% | 67,711 | $886K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +30.7% | 59,902 | $784K |
| Envestnet Asset Management Inc. | 0.00% | Add +260.1% | 59,335 | $776K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.7% | 55,890 | $731K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -7.5% | 47,997 | $628K |
| Royal Bank of Canada | 0.00% | Reduce -23.1% | 44,951 | $588K |
| Brookstone Capital Management | 0.01% | Add +14.6% | 43,831 | $573K |
| Logan Stone Capital, LLC | 0.11% | Add +20.4% | 41,166 | $538K |
| Guggenheim Capital LLC | 0.00% | Add +45.9% | 39,063 | $511K |
| Cetera Investment Advisers | 0.00% | Add +6.5% | 38,843 | $508K |
| Almitas Capital LLC | 0.12% | New | 38,584 | $505K |
| &partners | 0.00% | Add +3.2% | 35,698 | $467K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.4% | 28,535 | $373K |
| Readystate Asset Management LP | 0.02% | Reduce -43.4% | 28,292 | $370K |
| HRT Financial LP | 0.00% | New | 27,888 | $364K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +98.4% | 26,744 | $353K |
| Apollon Wealth Management, LLC | 0.00% | No change | 19,662 | $257K |
| Sovran Advisors, LLC | 0.02% | Add +10.8% | 18,362 | $242K |
| IMC-Chicago, LLC | 0.00% | New | 17,816 | $233K |
| Bleakley Financial Group, LLC | 0.00% | New | 16,900 | $221K |
| Fifth Third Bancorp | 0.00% | No change | 16,868 | $221K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.9% | 16,566 | $217K |
| VestGen Advisors, LLC | 0.01% | Reduce -14.3% | 16,450 | $215K |
| Jane Street Group, LLC | 0.00% | Add +2.0% | 16,444 | $215K |
| Marex Group Ltd | 0.00% | New | 16,119 | $211K |
| XTX Topco Ltd | 0.00% | New | 15,299 | $200K |
| Citadel Advisors | 0.00% | New | 12,837 | $168K |
| Wedbush Securities Inc. | 0.00% | Reduce -16.4% | 12,136 | $159K |
| Invesco Ltd. | 0.00% | Reduce -1.1% | 11,113 | $145K |
| Spirepoint Private Client, LLC | 0.01% | New | 10,612 | $139K |
| Integrated Advisors Network LLC | 0.01% | No change | 10,306 | $135K |
| Continuum Advisory, LLC | 0.01% | New | 7,120 | $93K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,422 | $32K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,150 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,000 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 864 | $11K |
| Capital Analysts, LLC | 0.00% | No change | 739 | $10K |
| Farther Finance Advisors, LLC | 0.00% | New | 741 | $10K |
| Harbour Investments, Inc. | 0.00% | Reduce -31.5% | 695 | $9K |
| Spire Wealth Management | 0.00% | Add +44.6% | 600 | $8K |
| Highline Wealth Partners LLC | 0.00% | No change | 200 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 66 | $864 |
"% of holder's portfolio" is CPZ's weight in each manager's 13F, not the share of Calamos LNG/SHRT Eqty & DYN the manager owns.