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Calumet Specialty Products
CLMT

69 hedge funds and large institutions have $308M invested in Calumet Specialty Products in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

30% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $17.9M

19% more capital invested

Capital invested by funds: $258M → $308M (+$50M)

5% more funds holding

Funds holding: 66 → 69 (+3)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0.17% less ownership

Funds ownership: 20.31% → 20.13% (-0.17%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
7
Increased
18
Reduced
17
Closed
4
Calls
$23.2M
Puts
$17.9M
Net Calls
+$5.3M
Net Calls Change
+$2.16M

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$982K
2
Barclays
Barclays
United Kingdom
+$959K
3
Group One Trading
Group One Trading
Illinois
+$870K
4
OBGC
O'Brien Greene & Co
Pennsylvania
+$831K
5
FWP
FAS Wealth Partners
Kansas
+$694K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.27M
2
SCM
Springhouse Capital Management
Connecticut
-$2.14M
3
Bank of America
Bank of America
North Carolina
-$964K
4
Citadel Advisors
Citadel Advisors
Florida
-$627K
5
FMI
F/M Investments
District of Columbia
-$372K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$915K – – –
Wells Fargo
27
Wells Fargo
California
$868K +$13.8K +794 +2%
IAA
28
Independent Advisor Alliance
North Carolina
$865K – – –
PL
29
Plancorp LLC
Missouri
$860K – – –
GS
30
GTS Securities
New York
$826K +$267K +15,412 +55%
VFA
31
Valeo Financial Advisors
Indiana
$799K -$3.46K -200 -0.5%
FWP
32
FAS Wealth Partners
Kansas
$766K +$694K +40,098 New
AWS
33
Atria Wealth Solutions
New York
$688K +$17.3K +1,000 +3%
AIP
34
ARS Investment Partners
New York
$573K +$52K +3,000 +11%
MGIA
35
Moneta Group Investment Advisors
Missouri
$508K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$506K – – –
Wolverine Trading
37
Wolverine Trading
Illinois
$491K +$74.9K +4,326 +20%
HighTower Advisors
38
HighTower Advisors
Illinois
$412K -$106K -6,100 -22%
OMC
39
Oasis Management Company
Cayman Islands
$395K – – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$379K +$88.3K +5,100 +35%
Osaic Holdings
41
Osaic Holdings
Arizona
$315K -$31.7K -1,833 -10%
JWCA
42
J.W. Cole Advisors
Florida
$306K -$17.3K -1,000 -6%
AWM
43
AE Wealth Management
Kansas
$279K +$253K +14,622 New
Citigroup
44
Citigroup
New York
$270K – – –
WS
45
Wedbush Securities
California
$259K – – –
CW
46
CreativeOne Wealth
Kansas
$251K – – –
CSC
47
Caldwell Sutter Capital
California
$248K – – –
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$229K +$208K +12,000 New
NA
49
NewEdge Advisors
Louisiana
$215K – – –
SSWM
50
Sheets Smith Wealth Management
North Carolina
$210K +$6.53K +377 +4%
1
2
3

CLMT Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q3 2023, worth a combined $308M — up 19% from $258M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CLMT positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $982K. The largest seller was Morgan Stanley, cutting an estimated $3.27M.

  • 69 institutional investors held Calumet Specialty Products (CLMT) as of Q3 2023, up from 66 in Q2 2023.
  • Funds reported $308M of Calumet Specialty Products stock for Q3 2023, up 19% quarter-over-quarter.
  • 7 funds opened new Calumet Specialty Products positions in Q3 2023 and 4 closed out, a net change of +3 holders.
  • The largest Calumet Specialty Products buyer in Q3 2023 was Driehaus Capital Management, an estimated $982K added.
  • The largest Calumet Specialty Products seller in Q3 2023 was Morgan Stanley, an estimated $3.27M sold.

Based on aggregated 13F filings for Q3 2023.