CLMT icon

Calumet Specialty Products

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.

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
+$5.31M
Net Calls Change
+$2.16M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$915K
Wells Fargo
27
Wells Fargo
California
$868K +$15.2K +794 +2%
IAA
28
Independent Advisor Alliance
North Carolina
$865K
PL
29
Plancorp LLC
Missouri
$860K
GS
30
GTS Securities
New York
$826K +$294K +15,412 +55%
VFA
31
Valeo Financial Advisors
Indiana
$799K -$3.82K -200 -0.5%
FWP
32
FAS Wealth Partners
Kansas
$766K +$766K +40,098 New
AWS
33
Atria Wealth Solutions
New York
$688K +$19.1K +1,000 +3%
AIP
34
ARS Investment Partners
New York
$573K +$57.3K +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 +$82.6K +4,326 +20%
HighTower Advisors
38
HighTower Advisors
Illinois
$412K -$117K -6,100 -22%
OMC
39
Oasis Management Company
Cayman Islands
$395K
RJFSA
40
Raymond James Financial Services Advisors
Florida
$379K +$97.4K +5,100 +35%
Osaic Holdings
41
Osaic Holdings
Arizona
$315K -$35K -1,833 -10%
JWCA
42
J.W. Cole Advisors
Florida
$306K -$19.1K -1,000 -6%
AWM
43
AE Wealth Management
Kansas
$279K +$279K +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 +$229K +12,000 New
NA
49
NewEdge Advisors
Louisiana
$215K
SSWM
50
Sheets Smith Wealth Management
North Carolina
$210K +$7.2K +377 +4%