Who Owns CPZ?
Calamos Long/Short Equity & Dynamic Income Term Trust — Institutional Ownership & 13F Holdings
$13.71
-0.03 (-0.22%)
Market Cap
$285.3M
Shares Outstanding
19,632,194
Institutional Holders
51
Total Inst. Value
$92.0M
% of Float Held
—
QoQ Holder Change
+16
Institutional data as of Q1 2025
New Positions
11
Closed Positions
7
Increased
16
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $16.8M | 1,080,868 |
| 2 | MORGAN STANLEY | $11.0M | 706,373 |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $9.0M | 578,930 |
| 4 | Advisors Asset Management, Inc. | $7.8M | 499,303 |
| 5 | Saba Capital Management, L.P. | $6.9M | 444,502 |
| 6 | UBS Group AG | $6.5M | 418,896 |
| 7 | RAYMOND JAMES FINANCIAL INC | $5.2M | 334,170 |
| 8 | WELLS FARGO & COMPANY/MN | $4.4M | 281,253 |
| 9 | Penserra Capital Management LLC | $4.0M | 256,888 |
| 10 | OPPENHEIMER & CO INC | $3.3M | 210,894 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +73K | $16.8M |
| Advisors Asset Management, Inc. | +13K | $7.8M |
| RAYMOND JAMES FINANCIAL INC | +29K | $5.2M |
| OPPENHEIMER & CO INC | +14K | $3.3M |
| GUGGENHEIM CAPITAL LLC | +13K | $2.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Saba Capital Management, L.P. | -472K | $6.9M |
| MORGAN STANLEY | -157K | $11.0M |
| WELLS FARGO & COMPANY/MN | -28K | $4.4M |
| UBS Group AG | -24K | $6.5M |
| Penserra Capital Management LLC | -23K | $4.0M |
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Frequently Asked Questions
How many institutional investors hold CPZ?
As of Q1 2025, 51 institutional investors report holding CPZ (Calamos Long/Short Equity & Dynamic Income Term Trust) in their 13F filings.
Which hedge fund owns the most CPZ?
The largest institutional holder of CPZ is SIT INVESTMENT ASSOCIATES INC with $16.8M in shares.
Are institutions buying or selling CPZ?
This quarter, 11 institutions opened new positions in CPZ and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.