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Calumet Specialty Products

61 hedge funds and large institutions have $86.4M invested in Calumet Specialty Products in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

481% more call options, than puts

Call options by funds: $8.13M | Put options by funds: $1.4M

116% more capital invested

Capital invested by funds: $40.1M → $86.4M (+$46.3M)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

11% more funds holding

Funds holding: 5561 (+6)

1.61% more ownership

Funds ownership: 16.41%18.02% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
17
Reduced
12
Closed
6
Calls
$8.13M
Puts
$1.4M
Net Calls
+$6.73M
Net Calls Change
+$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$243K -$12.7K -3,034 -7%
VFA
27
Valeo Financial Advisors
Indiana
$233K
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$221K +$45.7K +10,950 +43%
Brown Advisory
29
Brown Advisory
Maryland
$202K +$42.4K +10,147 +44%
IAA
30
Independent Advisor Alliance
North Carolina
$158K
Truist Financial
31
Truist Financial
North Carolina
$143K
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$143K +$98.1K +23,500 New
JF
33
Jump Financial
Illinois
$143K +$98.1K +23,500 New
ACI
34
AMP Capital Investors
Australia
$139K +$98.1K +23,500 New
SWP
35
Stratos Wealth Partners
Ohio
$129K +$12.9K +3,087 +17%
WS
36
Wedbush Securities
California
$126K +$3.19K +765 +4%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$122K
DTIM
38
Danda Trouve Investment Management
Kansas
$108K -$380 -91 -0.5%
VA
39
Valmark Advisers
Ohio
$100K +$68.5K +16,401 New
Stifel Financial
40
Stifel Financial
Missouri
$96K +$944 +226 +1%
Wolverine Trading
41
Wolverine Trading
Illinois
$96K +$68.2K +16,343 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$87K +$59.8K +14,331 New
NA
43
NewEdge Advisors
Louisiana
$71K -$3.21K -769 -6%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$70K
Osaic Holdings
45
Osaic Holdings
Arizona
$64K -$1.5K -360 -3%
AWM
46
Accel Wealth Management
Iowa
$63K
CG
47
Cutler Group
California
$30K +$20.5K +4,921 New
FCA
48
FinTrust Capital Advisors
South Carolina
$24K
HI
49
Harbour Investments
Wisconsin
$24K +$16.4K +3,935 New
Bank of America
50
Bank of America
North Carolina
$21K -$6.91K -1,654 -32%

CLMT Hedge Fund Activity: Q1 2021 in Review

61 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q1 2021, worth a combined $86.4M — up 116% from $40.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CLMT positions and 6 closed out — a net gain of 6 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Caption Management, opening a new position worth an estimated $1.54M. The largest seller was HAP Trading, exiting entirely with an estimated $312K sold.

  • 61 institutional investors held Calumet Specialty Products (CLMT) as of Q1 2021, up from 55 in Q4 2020.
  • Funds reported $86.4M of Calumet Specialty Products stock for Q1 2021, up 116% quarter-over-quarter.
  • 12 funds opened new Calumet Specialty Products positions in Q1 2021 and 6 closed out, a net change of +6 holders.
  • The largest Calumet Specialty Products buyer in Q1 2021 was Caption Management, an estimated $1.54M added.
  • The largest Calumet Specialty Products seller in Q1 2021 was HAP Trading, an estimated $312K sold.

Based on aggregated 13F filings for Q1 2021.