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Calumet Specialty Products
CLMT

Overview Fund Activity

69 hedge funds and large institutions have $383M invested in Calumet Specialty Products in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-9
Holders Change %
-11.54%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
9
Increased
26
Reduced
12
Closed
18
Calls
$16.3M
Puts
$26.4M
Net Calls
-$10M
Net Calls Change
+$10.5M

Top Buyers

1
WDOM
1
Wasserstein Debt Opportunities Management
New York
$111M
2
UBS Group
2
UBS Group
Switzerland
$4.92M
3
Bank of America
3
Bank of America
North Carolina
$2.56M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.9M
5
CM
5
Caption Management
Oklahoma
$1.99M

Top Sellers

1
AAA
1
Adams Asset Advisors
Texas
$84.3M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
OBGC
3
O'Brien Greene & Co
Pennsylvania
$469K
4
GCP
4
GSA Capital Partners
United Kingdom
$0
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
26
Alta Fundamental Advisers
New York
$1.21M +$1.21M +75,287 New
Creative Planning
27
Creative Planning
Kansas
$1M +$318K +19,800 +46%
DCM
28
Driehaus Capital Management
Illinois
$910K – – –
DS
29
DRW Securities
Illinois
$898K +$898K +55,956 New
FWP
30
FAS Wealth Partners
Kansas
$869K +$37K +2,308 +4%
GS
31
GTS Securities
New York
$853K +$483K +30,073 +130%
PI
32
PEAK6 Investments
Illinois
$810K +$810K +50,448 New
Geode Capital Management
33
Geode Capital Management
Massachusetts
$798K – – –
FFA
34
Founders Financial Alliance
North Carolina
$777K +$60.2K +3,750 +8%
Wells Fargo
35
Wells Fargo
California
$744K +$29.1K +1,814 +4%
PL
36
Plancorp LLC
Missouri
$722K – – –
VFA
37
Valeo Financial Advisors
Indiana
$662K – – –
RCMF
38
RK Capital Management (Florida)
Florida
$634K – – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
$580K +$8.03K +500 +1%
AIP
40
ARS Investment Partners
New York
$506K +$72.2K +4,500 +17%
OBGC
41
O'Brien Greene & Co
Pennsylvania
$469K -$522K -32,500 -53%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$462K +$11.2K +698 +2%
GF
43
Gimbal Financial
Indiana
$459K – – –
AWS
44
Atria Wealth Solutions
New York
$401K – – –
JWCA
45
J.W. Cole Advisors
Florida
$331K – – –
FLC
46
Fifth Lane Capital
Texas
$241K +$28.9K +1,800 +14%
SSWM
47
Sheets Smith Wealth Management
North Carolina
$197K +$1.36K +85 +0.7%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$194K – – –
SC
49
Sapient Capital
Indiana
$185K +$16.1K +1,000 +10%
MFFIA
50
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$185K – – –
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2
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