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Calumet Specialty Products
CLMT

49 hedge funds and large institutions have $12.5M invested in Calumet Specialty Products in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% less ownership

Funds ownership: 15.38% → 15.33% (-0.05%)

15% less call options, than puts

Call options by funds: $442K | Put options by funds: $521K

21% less funds holding

Funds holding: 62 → 49 (-13)

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

71% less capital invested

Capital invested by funds: $43.5M → $12.5M (-$31M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
49
Holders Change
-13
Holders Change %
-20.97%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
8
Reduced
18
Closed
16
Calls
$442K
Puts
$521K
Net Calls
-$79K
Net Calls Change
+$2.38M

Top Buyers

1
EGA
Evermore Global Advisors
New Jersey
+$5.58M
2
AAA
Adams Asset Advisors
Texas
+$526K
3
SCM
Springhouse Capital Management
Connecticut
+$224K
4
WWM
Windsor Wealth Management
Indiana
+$101K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$29.1K

Top Sellers

1
LCM
Lonestar Capital Management
California
-$2.24M
2
Group One Trading
Group One Trading
Illinois
-$1.17M
3
Morgan Stanley
Morgan Stanley
New York
-$903K
4
Simplex Trading
Simplex Trading
Illinois
-$281K
5
Bank of America
Bank of America
North Carolina
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
26
Valeo Financial Advisors
Indiana
$23K – – –
WS
27
Wedbush Securities
California
$21K +$2.24K +662 +3%
DTIM
28
Danda Trouve Investment Management
Kansas
$19K – – –
Citigroup
29
Citigroup
New York
$16K -$26.2K -7,764 -33%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$15K – – –
Stifel Financial
31
Stifel Financial
Missouri
$15K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$14K +$47.7K +14,129 New
Barclays
33
Barclays
United Kingdom
$13K -$57.3K -16,958 -58%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$12K -$338 -100 -0.9%
LNC
35
Lincoln National Corp
Pennsylvania
$12K – – –
Deutsche Bank
36
Deutsche Bank
Germany
$11K -$227K -67,303 -86%
Simplex Trading
37
Simplex Trading
Illinois
$8K -$281K -83,200 -91%
Bank of America
38
Bank of America
North Carolina
$6K -$252K -74,496 -93%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CG
40
Cutler Group
California
$2K -$46.2K -13,669 -86%
AF
41
Advisornet Financial
Minnesota
$2K – – –
APA
42
American Portfolios Advisors
New York
$1.66K +$1.99K +590 +60%
IA
43
IFP Advisors
Florida
$1K +$2.63K +780 New
LCM
44
Lonestar Capital Management
California
– -$2.24M -614,055 Closed
Wolverine Trading
45
Wolverine Trading
Illinois
– -$160K -43,883 Closed
Walleye Capital
46
Walleye Capital
New York
– -$157K -43,199 Closed
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
– -$96K -26,262 Closed
Walleye Trading
48
Walleye Trading
New York
– -$88K -24,184 Closed
LI
49
Leap Investments
Illinois
– -$84K -23,008 Closed
P
50
&Partners
Tennessee
– -$59K -16,240 Closed
1
2
3

CLMT Hedge Fund Activity: Q1 2020 in Review

49 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q1 2020, worth a combined $12.5M — down 71% from $43.5M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CLMT and 5 opened new positions — a net loss of 11 holders — while 18 trimmed existing stakes and 8 added.

The largest buyer was Evermore Global Advisors, opening a new position worth an estimated $5.58M. The largest seller was Lonestar Capital Management, exiting entirely with an estimated $2.24M sold.

  • 49 institutional investors held Calumet Specialty Products (CLMT) as of Q1 2020, down from 62 in Q4 2019.
  • Funds reported $12.5M of Calumet Specialty Products stock for Q1 2020, down 71% quarter-over-quarter.
  • 5 funds opened new Calumet Specialty Products positions in Q1 2020 and 16 closed out, a net change of -11 holders.
  • The largest Calumet Specialty Products buyer in Q1 2020 was Evermore Global Advisors, an estimated $5.58M added.
  • The largest Calumet Specialty Products seller in Q1 2020 was Lonestar Capital Management, an estimated $2.24M sold.

Based on aggregated 13F filings for Q1 2020.