We are live on ! Find out more
CLMT icon

Calumet Specialty Products

68 hedge funds and large institutions have $80.2M invested in Calumet Specialty Products in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $72.7M → $80.2M (+$7.41M)

0.53% more ownership

Funds ownership: 13.44%13.97% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 7268 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

65% less call options, than puts

Call options by funds: $5.2M | Put options by funds: $14.8M

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
13
Reduced
24
Closed
12
Calls
$5.2M
Puts
$14.8M
Net Calls
-$9.55M
Net Calls Change
-$316K
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$510K +$515K +68,558 New
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$320K +$150K +20,000 +87%
O
28
OppenheimerFunds
New York
$298K +$301K +40,000 New
RJA
29
Raymond James & Associates
Florida
$268K -$1.25K -167 -0.5%
OCM
30
Oakwood Capital Management
California
$209K
Bank of America
31
Bank of America
North Carolina
$204K -$1.01M -134,471 -83%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$195K -$22.2K -2,950 -10%
Creative Planning
33
Creative Planning
Kansas
$138K -$3.84K -511 -3%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$137K -$19.7K -2,625 -13%
SWM
35
SeaCrest Wealth Management
New York
$130K -$44.3K -5,900 -25%
KBFS
36
Kohmann Bosshard Financial Services
Ohio
$127K +$752 +100 +0.6%
FIM
37
Freedom Investment Management
Connecticut
$118K +$119K +15,823 New
Ameriprise
38
Ameriprise
Minnesota
$116K -$12.5K -1,667 -10%
Simplex Trading
39
Simplex Trading
Illinois
$108K -$83.8K -11,143 -43%
FAAS
40
First Allied Advisory Services
California
$102K
CS
41
Credit Suisse
Switzerland
$101K -$29.3K -3,902 -22%
TRCT
42
Tower Research Capital (TRC)
New York
$98K -$68.3K -9,082 -41%
IAA
43
Independent Advisor Alliance
North Carolina
$90K
LNC
44
Lincoln National Corp
Pennsylvania
$85K
CG
45
Cutler Group
California
$84K -$32.3K -4,300 -27%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$68K
IA
47
IFP Advisors
Florida
$44K -$29K -3,863 -40%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24K -$970 -129 -4%
MYIA
49
Mount Yale Investment Advisors
Colorado
$22K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$22K

CLMT Hedge Fund Activity: Q2 2018 in Review

68 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q2 2018, worth a combined $80.2M — up 10% from $72.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CLMT and 9 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 13 added.

The largest buyer was Renaissance Technologies, adding an estimated $2.03M. The largest seller was Sound Point Capital Management, exiting entirely with an estimated $1.16M sold.

  • 68 institutional investors held Calumet Specialty Products (CLMT) as of Q2 2018, down from 72 in Q1 2018.
  • Funds reported $80.2M of Calumet Specialty Products stock for Q2 2018, up 10% quarter-over-quarter.
  • 9 funds opened new Calumet Specialty Products positions in Q2 2018 and 12 closed out, a net change of -3 holders.
  • The largest Calumet Specialty Products buyer in Q2 2018 was Renaissance Technologies, an estimated $2.03M added.
  • The largest Calumet Specialty Products seller in Q2 2018 was Sound Point Capital Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2018.