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Calumet Specialty Products
CLMT

72 hedge funds and large institutions have $282M invested in Calumet Specialty Products in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

109% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $19.6M

32% more capital invested

Capital invested by funds: $214M → $282M (+$67.7M)

16% more funds holding

Funds holding: 62 → 72 (+10)

0.11% more ownership

Funds ownership: 21.07% → 21.18% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.16%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
17
Reduced
24
Closed
5
Calls
$41.1M
Puts
$19.6M
Net Calls
+$21.5M
Net Calls Change
+$9.87M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.61M
2
Goldman Sachs
Goldman Sachs
New York
+$4.54M
3
DMKJ
David M. Knott Jr
+$1.85M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.41M
5
IG
ING Group
Netherlands
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
EGA
Evermore Global Advisors
New Jersey
-$4.93M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.92M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.39M
4
SCM
Springhouse Capital Management
Connecticut
-$1.13M
5
PI
PEAK6 Investments
Illinois
-$983K
Name Holding Trade Value Shares
Change 		Change in
Stake
PL
26
Plancorp LLC
Missouri
$760K – – –
Wells Fargo
27
Wells Fargo
California
$752K -$660K -40,938 -48%
VFA
28
Valeo Financial Advisors
Indiana
$709K – – –
AWS
29
Atria Wealth Solutions
New York
$658K +$306K +19,000 +95%
HighTower Advisors
30
HighTower Advisors
Illinois
$642K +$335K +20,762 +121%
JF
31
Jump Financial
Illinois
$614K +$361K +22,400 +160%
Simplex Trading
32
Simplex Trading
Illinois
$590K -$340K -21,061 -38%
PI
33
PEAK6 Investments
Illinois
$571K -$983K -60,929 -64%
Citigroup
34
Citigroup
New York
$554K – – –
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$448K -$320K -19,818 -43%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$445K -$8.52K -528 -2%
Osaic Holdings
37
Osaic Holdings
Arizona
$353K -$158K -9,802 -32%
Jane Street
38
Jane Street
New York
$341K +$326K +20,207 New
SI
39
SCP Investment
California
$317K +$303K +18,800 New
Wolverine Trading
40
Wolverine Trading
Illinois
$280K -$256K -15,854 -49%
JWCA
41
J.W. Cole Advisors
Florida
$272K – – –
WS
42
Wedbush Securities
California
$261K – – –
GCP
43
GSA Capital Partners
United Kingdom
$245K -$55.7K -3,454 -19%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$223K -$8.9K -552 -4%
CW
45
CreativeOne Wealth
Kansas
$218K +$208K +12,919 New
VA
46
Valmark Advisers
Ohio
$206K +$197K +12,194 New
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$203K +$194K +12,000 New
AAS
48
Ameritas Advisory Services
Nebraska
$179K +$171K +10,600 New
ASN
49
Advisory Services Network
Georgia
$169K -$27.4K -1,700 -15%
AWM
50
Accel Wealth Management
Iowa
$169K – – –
1
2
3 4

CLMT Hedge Fund Activity: Q4 2022 in Review

72 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q4 2022, worth a combined $282M — up 32% from $214M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CLMT positions and 5 closed out — a net gain of 11 holders — while 17 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.61M. The largest seller was Evermore Global Advisors, cutting an estimated $4.93M.

  • 72 institutional investors held Calumet Specialty Products (CLMT) as of Q4 2022, up from 62 in Q3 2022.
  • Funds reported $282M of Calumet Specialty Products stock for Q4 2022, up 32% quarter-over-quarter.
  • 16 funds opened new Calumet Specialty Products positions in Q4 2022 and 5 closed out, a net change of +11 holders.
  • The largest Calumet Specialty Products buyer in Q4 2022 was Morgan Stanley, an estimated $5.61M added.
  • The largest Calumet Specialty Products seller in Q4 2022 was Evermore Global Advisors, an estimated $4.93M sold.

Based on aggregated 13F filings for Q4 2022.