Calamos LNG/SHRT Eqty & DYNCPZ
13F holders, Q4 2024 (December 31)50holders +3
4new positions
3sold out
1famous investor
$14.83avg. 13F price*
At the end of Q4 2024, 50 institutions reported holding Calamos LNG/SHRT Eqty & DYN (CPZ) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($14.9M), Saba Capital Management, L.P. ($13.6M) and Morgan Stanley ($12.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $207K |
| Exits | 3 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 412,695 shares bought and 438,643 shares sold, net −25,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Sit Investment Associates Inc. | 0.34% | Add +14.7% | 1,007,522 | $14.9M |
| Saba Capital Management, L.P. | 0.34% | Reduce -8.6% | 916,845 | $13.6M |
| Morgan Stanley | 0.00% | Reduce -4.8% | 863,229 | $12.8M |
| Rivernorth Capital Management, LLC | 0.42% | Reduce -0.1% | 583,648 | $8.7M |
| Advisors Asset Management, Inc. | 0.13% | Add +24.2% | 486,773 | $7.2M |
| UBS Group AG | 0.00% | Add +11.8% | 442,750 | $6.6M |
| Wells Fargo & Company | 0.00% | Reduce -14.3% | 309,365 | $4.6M |
| Raymond James Financial Inc. | 0.00% | — | 305,270 | $4.5M |
| Penserra Capital Management LLC | 0.08% | Add +7.2% | 280,356 | $4.2M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.5% | 197,120 | $2.9M |
| Cohen & Steers, Inc. | 0.00% | Add +6.6% | 160,854 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Add +9.4% | 132,265 | $2.0M |
| LPL Financial LLC | 0.00% | Add +1.4% | 114,315 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -7.5% | 82,700 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +57.4% | 77,586 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 69,369 | $1.0M |
| Stephens Inc. | 0.01% | Reduce -3.3% | 59,870 | $888K |
| Private Advisor Group, LLC | 0.00% | Add +7.8% | 59,050 | $876K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.7% | 51,423 | $763K |
| Integrity Wealth Advisors, Inc. | 0.55% | — | 50,881 | $755K |
| Shaker Financial Services, LLC | 0.28% | Add +132.4% | 49,239 | $736K |
| AQR Arbitrage LLC | 0.03% | Reduce -50.8% | 49,416 | $733K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -24.6% | 42,944 | $637K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +7.9% | 41,097 | $610K |
| Osaic Holdings, Inc. | 0.00% | Add +40.9% | 40,664 | $603K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Add +11.3% | 39,150 | $581K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.8% | 35,356 | $524K |
| Citadel Advisors | 0.00% | Reduce -74.7% | 32,694 | $485K |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 28,417 | $421K |
| Calamos Wealth Management LLC | 0.02% | No change | 26,783 | $397K |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 25,754 | $382K |
| Wedbush Securities Inc. | 0.01% | Reduce -18.6% | 19,929 | $296K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -37.0% | 18,960 | $281K |
| Comerica Bank | 0.00% | Reduce -5.7% | 16,573 | $246K |
| Brookstone Capital Management | 0.00% | Add +3.3% | 15,985 | $237K |
| Optimum Investment Advisors | 0.09% | No change | 13,300 | $197K |
| Integrated Advisors Network LLC | 0.01% | New | 11,356 | $168K |
| Harbour Investments, Inc. | 0.00% | No change | 3,555 | $53K |
| Bank of America Corp. | 0.00% | Add +55.1% | 3,500 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,400 | $36K |
| ORG Partners LLC | 0.00% | New | 1,500 | $22K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,150 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,170 | $17K |
| Elequin Capital, LP | 0.00% | New | 1,105 | $16K |
| Continuum Advisory, LLC | 0.00% | No change | 700 | $10K |
| Winch Advisory Services, LLC | 0.00% | Add +2.0% | 52 | $776 |
| WPG Advisers, LLC | 0.00% | — | 37 | $549 |
| Minot DeBlois Advisors LLC | 0.00% | — | 5 | $74 |
| FMR LLC | 0.00% | New | 1 | $15 |
| Cwm, LLC | 0.00% | No change | 30 | $0 |
"% 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.