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Calumet Specialty Products

111 hedge funds and large institutions have $123M invested in Calumet Specialty Products in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 119111 (-8)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

51% less call options, than puts

Call options by funds: $3.3M | Put options by funds: $6.75M

79% less capital invested

Capital invested by funds: $586M → $123M (-$463M)

Holders
111
Holders Change
-8
Holders Change %
-6.72%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
26
Reduced
38
Closed
24
Calls
$3.3M
Puts
$6.75M
Net Calls
-$3.45M
Net Calls Change
-$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
51
Aviance Capital Partners
Florida
$288K -$45.7K -3,285 -12%
MCM
52
McKinley Capital Management
Alaska
$269K -$124K -8,950 -28%
VKH
53
Virtu KCG Holdings
New York
$264K -$83.3K -5,990 -21%
GHAM
54
Gilman Hill Asset Management
Connecticut
$255K +$301K +21,665 New
Ameriprise
55
Ameriprise
Minnesota
$243K +$41.1K +2,952 +17%
KAM
56
Keeley Asset Management
Illinois
$233K +$275K +19,796 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$228K +$269K +19,369 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$214K
ADMI
59
Albert D. Mason Inc
Massachusetts
$211K
AIG
60
American International Group
New York
$210K -$40.9K -2,942 -14%
GXMC
61
Global X Management Company
New York
$205K +$32.4K +2,333 +15%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$199K +$68.1K +4,893 +41%
Group One Trading
63
Group One Trading
Illinois
$187K +$222K +15,934 New
CWM
64
Concert Wealth Management
California
$179K +$15.4K +1,107 +8%
SFM
65
Signet Financial Management
New Jersey
$176K +$209K +14,995 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$175K -$25.9K -1,861 -11%
MFS
67
MSI Financial Services
Massachusetts
$166K -$141K -10,155 -42%
BIC
68
Beach Investment Counsel
Pennsylvania
$165K
ICAS
69
Investors Capital Advisory Services
Massachusetts
$148K -$85K -6,110 -33%
Citigroup
70
Citigroup
New York
$146K -$121K -8,677 -41%
OC
71
Oppenheimer & Co
New York
$138K +$163K +11,695 New
AllianceBernstein
72
AllianceBernstein
Tennessee
$134K +$158K +11,380 New
QT
73
Quantbot Technologies
New York
$130K +$142K +10,219 +1,180%
SPC
74
Sigma Planning Corp
Michigan
$118K -$56.6K -4,070 -29%
FPCP
75
Fort Point Capital Partners
California
$118K

CLMT Hedge Fund Activity: Q1 2016 in Review

111 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q1 2016, worth a combined $123M — down 79% from $586M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CLMT and 18 opened new positions — a net loss of 6 holders — while 38 trimmed existing stakes and 26 added.

The largest buyer was VanEck Associates, opening a new position worth an estimated $3.89M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $337M sold.

  • 111 institutional investors held Calumet Specialty Products (CLMT) as of Q1 2016, down from 119 in Q4 2015.
  • Funds reported $123M of Calumet Specialty Products stock for Q1 2016, down 79% quarter-over-quarter.
  • 18 funds opened new Calumet Specialty Products positions in Q1 2016 and 24 closed out, a net change of -6 holders.
  • The largest Calumet Specialty Products buyer in Q1 2016 was VanEck Associates, an estimated $3.89M added.
  • The largest Calumet Specialty Products seller in Q1 2016 was Americafirst Capital Management, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2016.