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Calumet Specialty Products
CLMT

Overview Fund Activity

66 hedge funds and large institutions have $258M invested in Calumet Specialty Products in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.04%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
8
Increased
18
Reduced
13
Closed
12
Calls
$17.6M
Puts
$14.4M
Net Calls
+$3.15M
Net Calls Change
-$8.25M

Top Buyers

1
FMI
1
F/M Investments
District of Columbia
$9.06M
2
JCP
2
Jennifer C. Price
$9.06M
3
Barclays
3
Barclays
United Kingdom
$2.31M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.14M
5
Bank of America
5
Bank of America
North Carolina
$902K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.4M
3
Group One Trading
3
Group One Trading
Illinois
$4.03M
4
CM
4
Caption Management
Oklahoma
$0
5
Simplex Trading
5
Simplex Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$759K – – –
IAA
27
Independent Advisor Alliance
North Carolina
$718K -$15.9K -1,000 -2%
PL
28
Plancorp LLC
Missouri
$714K – – –
Wells Fargo
29
Wells Fargo
California
$708K +$1.73K +109 +0.2%
VFA
30
Valeo Financial Advisors
Indiana
$666K – – –
AWS
31
Atria Wealth Solutions
New York
$555K -$31.7K -2,000 -5%
GS
32
GTS Securities
New York
$441K +$441K +27,826 New
HighTower Advisors
33
HighTower Advisors
Illinois
$439K -$115K -7,221 -21%
AIP
34
ARS Investment Partners
New York
$428K +$103K +6,500 +32%
MGIA
35
Moneta Group Investment Advisors
Missouri
$422K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$420K +$1.59K +100 +0.4%
Wolverine Trading
37
Wolverine Trading
Illinois
$341K +$157K +9,843 +85%
OMC
38
Oasis Management Company
Cayman Islands
$328K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$291K -$33.2K -2,091 -10%
GCP
40
GSA Capital Partners
United Kingdom
$278K +$278K +17,510 New
JWCA
41
J.W. Cole Advisors
Florida
$270K +$13.5K +850 +5%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$234K +$23.8K +1,500 +11%
Citigroup
43
Citigroup
New York
$224K – – –
WS
44
Wedbush Securities
California
$215K -$4.46K -281 -2%
JF
45
Jump Financial
Illinois
$213K +$213K +13,400 New
CW
46
CreativeOne Wealth
Kansas
$208K +$3.14K +198 +2%
CSC
47
Caldwell Sutter Capital
California
$206K +$20.2K +1,276 +11%
NA
48
NewEdge Advisors
Louisiana
$178K – – –
SSWM
49
Sheets Smith Wealth Management
North Carolina
$168K +$168K +10,600 New
AWM
50
Accel Wealth Management
Iowa
$159K – – –
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