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Calumet Specialty Products

60 hedge funds and large institutions have $125M invested in Calumet Specialty Products in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $104M → $125M (+$20.9M)

0.82% more ownership

Funds ownership: 19.28%20.1% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 6560 (-5)

23% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $3M

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
12
Reduced
20
Closed
6
Calls
$2.32M
Puts
$3M
Net Calls
-$689K
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$287K
Brown Advisory
27
Brown Advisory
Maryland
$262K
ASN
28
Advisory Services Network
Georgia
$237K +$206K +30,000 New
IAA
29
Independent Advisor Alliance
North Carolina
$200K
Truist Financial
30
Truist Financial
North Carolina
$172K -$11.7K -1,694 -7%
UBS Group
31
UBS Group
Switzerland
$167K -$19.6K -2,855 -12%
Jane Street
32
Jane Street
New York
$139K -$926K -134,587 -88%
Wolverine Trading
33
Wolverine Trading
Illinois
$135K -$171K -24,814 -58%
DTIM
34
Danda Trouve Investment Management
Kansas
$134K -$3.34K -485 -3%
VA
35
Valmark Advisers
Ohio
$130K
Stifel Financial
36
Stifel Financial
Missouri
$130K +$12.2K +1,775 +12%
AIC
37
Ameritas Investment Company
Nebraska
$119K
RJFSA
38
Raymond James Financial Services Advisors
Florida
$113K
WS
39
Wedbush Securities
California
$109K -$46.8K -6,800 -33%
NA
40
NewEdge Advisors
Louisiana
$92K
JWCA
41
J.W. Cole Advisors
Florida
$85K +$73.6K +10,700 New
CG
42
Cutler Group
California
$84K -$43.6K -6,330 -37%
Osaic Holdings
43
Osaic Holdings
Arizona
$82K -$34 -5 -0%
AWM
44
Accel Wealth Management
Iowa
$82K
JF
45
Jump Financial
Illinois
$79K -$31.7K -4,600 -32%
Citigroup
46
Citigroup
New York
$70K -$316K -45,876 -84%
DWA
47
Dorsey Wright & Associates
California
$62K +$4.21K +612 +9%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.5K -$17.2K -2,500 -29%
FCA
49
FinTrust Capital Advisors
South Carolina
$32K
Bank of America
50
Bank of America
North Carolina
$23K

CLMT Hedge Fund Activity: Q3 2021 in Review

60 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q3 2021, worth a combined $125M — up 20% from $104M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CLMT and 3 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 12 added.

The largest buyer was Adams Asset Advisors, adding an estimated $3.68M. The largest seller was Jane Street, cutting an estimated $926K.

  • 60 institutional investors held Calumet Specialty Products (CLMT) as of Q3 2021, down from 65 in Q2 2021.
  • Funds reported $125M of Calumet Specialty Products stock for Q3 2021, up 20% quarter-over-quarter.
  • 3 funds opened new Calumet Specialty Products positions in Q3 2021 and 6 closed out, a net change of -3 holders.
  • The largest Calumet Specialty Products buyer in Q3 2021 was Adams Asset Advisors, an estimated $3.68M added.
  • The largest Calumet Specialty Products seller in Q3 2021 was Jane Street, an estimated $926K sold.

Based on aggregated 13F filings for Q3 2021.