Calamos LNG SHR EQT Dynamic (CPZ): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of CPZ (all 13F filers)
- Morgan Stanley833 KBank or trading desk−148 K
- SIT Investment Associates828 KType not verified−151 K
- Rivernorth Capital Management466 KType not verified+3,368
- Raymond James Financial385 KWealth adviser+21 K
- Penserra Capital Management355 KType not verified+14 K
- Saba Capital Management336 KInvestment firm+336 K
- LPL Financial310 KWealth adviser+47 K
- Wells Fargo227 KBank or trading desk−11 K
- Oppenheimer223 KType not verified−2,810
- Shaker Financial Services184 KType not verified+60 K
- Shares
- 833 K
- Change
- −148 K
See more
- Type
- Bank or trading desk
- Value
- $10.9M
- Shares
- 828 K
- Change
- −151 K
See more
- Type
- Type not verified
- Value
- $10.8M
- Shares
- 466 K
- Change
- +3,368
See more
- Type
- Type not verified
- Value
- $6.1M
- Shares
- 385 K
- Change
- +21 K
See more
- Type
- Wealth adviser
- Value
- $5.0M
- Shares
- 355 K
- Change
- +14 K
See more
- Type
- Type not verified
- Value
- $4.6M
- Shares
- 336 K
- Change
- +336 K
See more
- Type
- Investment firm
- Value
- $4.4M
- Shares
- 310 K
- Change
- +47 K
See more
- Type
- Wealth adviser
- Value
- $4.0M
- Shares
- 227 K
- Change
- −11 K
See more
- Type
- Bank or trading desk
- Value
- $3.0M
- Shares
- 223 K
- Change
- −2,810
See more
- Type
- Type not verified
- Value
- $2.9M
- Shaker Financial Services
- Shares
- 184 K
- Change
- +60 K
See more
- Type
- Type not verified
- Value
- $2.4M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- SIT Investment Associates4.9%(fell below 5%)13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: Apr 6, 2026
- SIT Investment Associates5.1%13Gfiling ↗Event: Dec 31, 2024 · filed: Jan 3, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗