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Institutional Holders of CPZ
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,031,050$14,899 12/31/2023
     CPZ1,031,050$14,899 12/31/2023
Sit Investment Associates Inc.825,332$11,926 12/31/2023
     CPZ825,332$11,926 12/31/2023
Saba Capital Management L.P.757,087$10,940 12/31/2023
     CPZ757,087$10,940 12/31/2023
Rivernorth Capital Management LLC481,200$6,953 12/31/2023
     CPZ481,200$6,953 12/31/2023
UBS Group AG472,049$6,821 12/31/2023
     CPZ472,049$6,821 12/31/2023
Wells Fargo & Company MN379,756$5,487 12/31/2023
     CPZ379,756$5,487 12/31/2023
Cornerstone Advisors LLC225,640$3,260 12/31/2023
     CPZ225,640$3,260 12/31/2023
Advisors Asset Management Inc.222,586$3,216 12/31/2023
     CPZ222,586$3,216 12/31/2023
Almitas Capital LLC176,596$2,552 12/31/2023
     CPZ176,596$2,552 12/31/2023
Oppenheimer & Co. Inc.173,544$2,508 12/31/2023
     CPZ173,544$2,508 12/31/2023
CNH Partners LLC168,803$2,439 12/31/2023
     CPZ168,803$2,439 12/31/2023
Raymond James Financial Services Advisors Inc.143,440$2,213 03/31/2024
     CPZ143,440$2,213 03/31/2024
Royal Bank of Canada143,104$2,068 12/31/2023
     CPZ143,104$2,068 12/31/2023
Logan Stone Capital LLC136,301$1,970 12/31/2023
     CPZ136,301$1,970 12/31/2023
Shaker Financial Services LLC119,433$1,742 12/31/2023
     CPZ119,433$1,742 12/31/2023
Cohen & Steers Inc.99,000$1,431 12/31/2023
     CPZ99,000$1,431 12/31/2023
LPL Financial LLC95,755$1,384 12/31/2023
     CPZ95,755$1,384 12/31/2023
Guggenheim Capital LLC93,773$1,355 12/31/2023
     CPZ93,773$1,355 12/31/2023
Stifel Financial Corp72,304$1,045 12/31/2023
     CPZ72,304$1,045 12/31/2023
Cambridge Investment Research Advisors Inc.64,679$998 03/31/2024
     CPZ64,679$998 03/31/2024
Stephens Inc. AR66,925$967 12/31/2023
     CPZ66,925$967 12/31/2023
Raymond James & Associates61,120$943 03/31/2024
     CPZ61,120$943 03/31/2024
Landscape Capital Management L.L.C.59,966$867 12/31/2023
     CPZ59,966$867 12/31/2023
Private Advisor Group LLC54,800$846 03/31/2024
     CPZ54,800$846 03/31/2024
Advisor Group Holdings Inc.54,132$782 12/31/2023
     CPZ54,132$782 12/31/2023
City of London Investment Management Co. Ltd.46,457$671 12/31/2023
     CPZ46,457$671 12/31/2023
Kestra Advisory Services LLC43,485$628 12/31/2023
     CPZ43,485$628 12/31/2023
Atria Wealth Solutions Inc.40,898$591 12/31/2023
     CPZ40,898$591 12/31/2023
Wealth Enhancement Advisory Services LLC31,594$487 03/31/2024
     CPZ31,594$487 03/31/2024
Blue Bell Private Wealth Management LLC28,845$445 03/31/2024
     CPZ28,845$445 03/31/2024
Wedbush Securities Inc.28,795$416 12/31/2023
     CPZ28,795$416 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC26,860$414 03/31/2024
     CPZ26,860$414 03/31/2024
Janney Montgomery Scott LLC25,568$395 03/31/2024
     CPZ25,568$395 03/31/2024
Comerica Bank21,522$311 12/31/2023
     CPZ21,522$311 12/31/2023
Matisse Capital19,411$300 03/31/2024
     CPZ19,411$300 03/31/2024
Cetera Advisor Networks LLC18,881$273 12/31/2023
     CPZ18,881$273 12/31/2023
Brookstone Capital Management14,747$228 03/31/2024
     CPZ14,747$228 03/31/2024
GWM Advisors LLC13,119$194 12/31/2023
     CPZ13,119$194 12/31/2023
San Luis Wealth Advisors LLC11,826$182 03/31/2024
     CPZ11,826$182 03/31/2024
Kayne Anderson Capital Advisors LP11,800$171 12/31/2023
     CPZ11,800$171 12/31/2023
Jane Street Group LLC10,644$154 12/31/2023
     CPZ10,644$154 12/31/2023
Nomura Holdings Inc.10,550$152 12/31/2023
     CPZ10,550$152 12/31/2023
Calamos Wealth Management LLC10,475$151 12/31/2023
     CPZ10,475$151 12/31/2023
Optimum Investment Advisors9,300$143 03/31/2024
     CPZ9,300$143 03/31/2024
Elequin Capital LP9,036$131 12/31/2023
     CPZ9,036$131 12/31/2023
Whittier Trust Co.7,500$116 03/31/2024
     CPZ7,500$116 03/31/2024
Harbour Investments Inc.3,555$51 12/31/2023
     CPZ3,555$51 12/31/2023
Capital Analysts LLC3,465$50 12/31/2023
     CPZ3,465$50 12/31/2023
Salem Investment Counselors Inc.1,150$18 03/31/2024
     CPZ1,150$18 03/31/2024
Raleigh Capital Management Inc.300$4 12/31/2023
     CPZ300$4 12/31/2023

See All: Funds Holding CPZ
See Details: Top 10 Hedge Funds Holding CPZ
Also See: CPZ Insider Buying
Also See: CPZ Holdings Changes

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