Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Calamos Lng Shr Eqt Dynamic (CPZ)

58 + Investors. Track Smart Money conviction in CPZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
58%

Smart Money Signals — CPZ

Based on 58 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
58 hedge funds hold CPZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 58% buying

34 buying25 selling
Last quarter: 34 funds bought or added vs 25 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 12 → 13 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 22% medium ■ 31% new
27 out of 58 hedge funds have held CPZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -5%, value -34%

Value
-33%
Shares
-4%
Last quarter: funds added -5% more shares while total portfolio value only changed -34%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~6 new funds/quarter

9 → 9 → 12 → 13 → 6 new funds/Q
New funds entering each quarter: 9 → 12 → 13 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 36% newcomers

■ 53% veterans ■ 10% 1-2yr ■ 36% new
Entry-cohort mix of 58 holders: 31 (53%) are 2+ year veterans, 6 entered 1–2 years ago, and 21 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
9 of 58 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CPZ

In 2026 Q1, 34 hedge funds were net buyers of CPZ (6 opened a new position, 28 added to an existing one), while 25 reduced or exited (19 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 39% of total institutional value in CPZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 58.

Hedge Fund Ownership: CPZ

How many hedge funds hold CPZ — quarterly history vs. share price
Quarterly hedge fund ownership of CPZ vs. share price

Market Analysis: CPZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Calamos Lng Shr Eqt Dynamic (CPZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CPZ has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
CPZ
-4.5%
XLF
+8.5%

CPZ outperformed XLF by -13.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
CPZ
-0.3%
XLF
+4.8%

Since the filing became public, CPZ outperformed XLF by -5.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: CPZ
58 + Investors

Track Smart Money conviction in CPZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 58 58 -
13F Shares 6M 6M -4.76%
Total Value $60M $90M -33.56%
New Positions 6 13 -7
Increased Positions 28 22 +6
Closed Positions 6 13 -7
Reduced Positions 19 17 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CPZ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

58 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CPZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CPZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Closed-End Fund Advisors, Inc. 1.91% 138,277 $1.9M
2 Shaker Financial Services, LLC 0.59% 123,958 $1.7M
3 Integrity Wealth Advisors, INC. 0.46% 57,058 $774K
4 Rivernorth Capital Management, LLC 0.31% 462,511 $6.3M
5 TrueMark Investments, LLC 0.22% 84,876 $1.2M
6 Mccarter Private Wealth Services LLC 0.18% 30,991 $421K
7 Logan Stone Capital, LLC 0.13% 34,178 $464K
8 Blue Bell Private Wealth Management, LLC 0.09% 45,830 $622K
9 Fortis Capital Advisors, LLC 0.07% 41,873 $568K
10 Evolve Private Wealth, LLC 0.05% 68,626 $931K
11 Advisors Asset Management, Inc. 0.04% 192,539 $2.6M
12 Oppenheimer & Co Inc 0.04% 225,511 $3.1M
13 Readystate Asset Management LP 0.03% 50,009 $679K
14 Belpointe Asset Management LLC 0.02% 41,873 $568K
15 Sovran Advisors, LLC 0.02% 16,577 $226K
16 B. Riley Wealth Advisors, Inc. 0.01% 14,287 $189K
17 Stephens Inc /Ar/ 0.01% 63,890 $867K
18 Concurrent Investment Advisors, LLC 0.01% 51,859 $704K
19 Integrated Advisors Network LLC 0.01% 10,306 $140K
20 VestGen Advisors, LLC 0.01% 19,195 $258K
21 Brookstone Capital Management 0.01% 38,258 $519K
22 Quarry LP 0.01% 2,359 $32K
23 Apollon Wealth Management, LLC 0.00% 19,662 $267K
24 Private Advisor Group, LLC 0.00% 62,150 $843K
25 Kestra Advisory Services, LLC 0.00% 55,513 $753K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Calamos Lng Shr Eqt Dynamic (CPZ)

What does the Smart Money Trend signal show for CPZ?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CPZ?

Slight buying edge — 58% buying: Last quarter: 34 funds bought or added vs 25 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CPZ holders?

Strong quality — 39% AUM from major funds: 9 of 58 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CPZ?

47% of holders stayed for 2+ years: 27 out of 58 hedge funds have held CPZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Calamos Lng Shr Eqt Dynamic (CPZ) following the 2026 Q1 hedge fund 13F filings?

As of today, CPZ has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -5.1%. Since the quarter end (March 31, 2026), CPZ has gained -4.5% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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