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Calumet Specialty Products

53 hedge funds and large institutions have $27.1M invested in Calumet Specialty Products in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more capital invested

Capital invested by funds: $12.5M → $27.1M (+$14.5M)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

8% more funds holding

Funds holding: 4953 (+4)

0.11% less ownership

Funds ownership: 15.33%15.23% (-0.11%)

15% less call options, than puts

Call options by funds: $993K | Put options by funds: $1.17M

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
14
Reduced
12
Closed
8
Calls
$993K
Puts
$1.17M
Net Calls
-$172K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$51K
GCP
27
GSA Capital Partners
United Kingdom
$51K +$47.8K +22,362 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$46K -$228K -106,700 -84%
WS
29
Wedbush Securities
California
$45K -$682 -319 -2%
DTIM
30
Danda Trouve Investment Management
Kansas
$40K
Citigroup
31
Citigroup
New York
$38K +$1.11K +521 +3%
Stifel Financial
32
Stifel Financial
Missouri
$38K +$7.05K +3,300 +25%
Barclays
33
Barclays
United Kingdom
$37K +$8.37K +3,915 +32%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$33K
Osaic Holdings
35
Osaic Holdings
Arizona
$31K -$462 -216 -2%
Wolverine Trading
36
Wolverine Trading
Illinois
$29K +$26.7K +12,501 New
LNC
37
Lincoln National Corp
Pennsylvania
$26K
RJFSA
38
Raymond James Financial Services Advisors
Florida
$26K
Bank of America
39
Bank of America
North Carolina
$21K +$7.06K +3,306 +57%
FCA
40
FinTrust Capital Advisors
South Carolina
$9K +$8.55K +4,000 New
PAG
41
Private Advisor Group
New Jersey
$7K +$6.68K +3,127 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$4K
APA
43
American Portfolios Advisors
New York
$3.6K
IA
44
IFP Advisors
Florida
$2K
WFMPM
45
Woodley Farra Manion Portfolio Management
Indiana
$1K
HFA
46
Hoover Financial Advisors
Pennsylvania
$1K +$1.07K +500 New
RIM
47
Rockbridge Investment Management
New York
$1K +$1.07K +500 New
CC
48
Caxton Corporation
New Jersey
-$138K -131,204 Closed
N
49
Natixis
France
-$55K -52,700 Closed
IAA
50
Independent Advisor Alliance
North Carolina
-$31K -29,121 Closed

CLMT Hedge Fund Activity: Q2 2020 in Review

53 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q2 2020, worth a combined $27.1M — up 116% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CLMT positions and 8 closed out — a net gain of 4 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Evermore Global Advisors, adding an estimated $921K. The largest seller was Morgan Stanley, cutting an estimated $834K.

  • 53 institutional investors held Calumet Specialty Products (CLMT) as of Q2 2020, up from 49 in Q1 2020.
  • Funds reported $27.1M of Calumet Specialty Products stock for Q2 2020, up 116% quarter-over-quarter.
  • 12 funds opened new Calumet Specialty Products positions in Q2 2020 and 8 closed out, a net change of +4 holders.
  • The largest Calumet Specialty Products buyer in Q2 2020 was Evermore Global Advisors, an estimated $921K added.
  • The largest Calumet Specialty Products seller in Q2 2020 was Morgan Stanley, an estimated $834K sold.

Based on aggregated 13F filings for Q2 2020.