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Calumet Specialty Products

55 hedge funds and large institutions have $40.1M invested in Calumet Specialty Products in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

148% more call options, than puts

Call options by funds: $969K | Put options by funds: $390K

30% more capital invested

Capital invested by funds: $30.9M → $40.1M (+$9.24M)

15% more funds holding

Funds holding: 4855 (+7)

1.02% more ownership

Funds ownership: 15.39%16.41% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
11
Reduced
13
Closed
4
Calls
$969K
Puts
$390K
Net Calls
+$579K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$81K -$11.5K -3,311 -11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$79K +$3.49K +1,000 +4%
Truist Financial
28
Truist Financial
North Carolina
$73K +$4.53K +1,300 +6%
Brown Advisory
29
Brown Advisory
Maryland
$72K +$80.3K +23,035 New
KBFS
30
Kohmann Bosshard Financial Services
Ohio
$63K
WS
31
Wedbush Securities
California
$62K
SWP
32
Stratos Wealth Partners
Ohio
$57K +$63.1K +18,100 New
DTIM
33
Danda Trouve Investment Management
Kansas
$56K
Stifel Financial
34
Stifel Financial
Missouri
$49K -$57.4K -16,457 -51%
NA
35
NewEdge Advisors
Louisiana
$39K +$43.4K +12,453 New
Simplex Trading
36
Simplex Trading
Illinois
$37K +$16.7K +4,788 +67%
LNC
37
Lincoln National Corp
Pennsylvania
$36K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$36K +$40K +11,477 New
TSS
39
Two Sigma Securities
New York
$35K +$39.5K +11,326 New
Osaic Holdings
40
Osaic Holdings
Arizona
$33K -$8.11K -2,325 -18%
AWM
41
Accel Wealth Management
Iowa
$32K +$35.9K +10,306 New
Group One Trading
42
Group One Trading
Illinois
$21K +$23.4K +6,707 New
Bank of America
43
Bank of America
North Carolina
$16K -$349 -100 -2%
PS
44
Planned Solutions
California
$14K +$13.9K +4,000 +727%
FCA
45
FinTrust Capital Advisors
South Carolina
$13K
JP Morgan Chase
46
JP Morgan Chase
New York
$7K +$7.93K +2,274 New
APA
47
American Portfolios Advisors
New York
$4.94K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$4K
Barclays
49
Barclays
United Kingdom
$3K
IA
50
IFP Advisors
Florida
$2K

CLMT Hedge Fund Activity: Q4 2020 in Review

55 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q4 2020, worth a combined $40.1M — up 30% from $30.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CLMT positions and 4 closed out — a net gain of 7 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was David M. Knott, adding an estimated $2.18M. The largest seller was Susquehanna International Group, cutting an estimated $358K.

  • 55 institutional investors held Calumet Specialty Products (CLMT) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $40.1M of Calumet Specialty Products stock for Q4 2020, up 30% quarter-over-quarter.
  • 11 funds opened new Calumet Specialty Products positions in Q4 2020 and 4 closed out, a net change of +7 holders.
  • The largest Calumet Specialty Products buyer in Q4 2020 was David M. Knott, an estimated $2.18M added.
  • The largest Calumet Specialty Products seller in Q4 2020 was Susquehanna International Group, an estimated $358K sold.

Based on aggregated 13F filings for Q4 2020.