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Calumet Specialty Products
CLMT

Overview Fund Activity

74 hedge funds and large institutions have $418M invested in Calumet Specialty Products in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.09%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
16
Increased
19
Reduced
16
Closed
9
Calls
$30.1M
Puts
$24.1M
Net Calls
+$5.97M
Net Calls Change
+$666K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.31M
2
RJA
2
Raymond James & Associates
Florida
$8.12M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.14M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$9.09M
5
Group One Trading
5
Group One Trading
Illinois
$6.72M

Top Sellers

1
DMKJ
1
David M. Knott Jr
$77.3M
2
Barclays
2
Barclays
United Kingdom
$581K
3
Citadel Advisors
3
Citadel Advisors
Florida
$981K
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$0
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
51
Sheets Smith Wealth Management
North Carolina
$218K +$21.9K +1,225 +11%
ARC
52
Advisor Resource Council
Texas
$216K +$216K +12,060 New
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$214K – – –
NA
54
NewEdge Advisors
Louisiana
$201K – – –
WS
55
Wedbush Securities
California
$189K -$53.7K -3,000 -22%
SC
56
Sapient Capital
Indiana
$188K +$188K +10,501 New
AWM
57
Accel Wealth Management
Iowa
$179K – – –
C
58
Covestor
United Kingdom
$144K – – –
IGWM
59
ICA Group Wealth Management
Colorado
$116K +$116K +6,516 New
ASN
60
Advisory Services Network
Georgia
$85.8K +$85.8K +4,800 New
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$75.5K +$55.7K +3,116 +281%
IA
62
IFP Advisors
Florida
$35.7K – – –
HI
63
Harbour Investments
Wisconsin
$33K – – –
AWM
64
Atticus Wealth Management
Florida
$20.6K – – –
TWC
65
TD Waterhouse Canada
Ontario, Canada
$17.6K – – –
CG
66
Cutler Group
California
$15K – – –
FMII
67
Farmers & Merchants Investments Inc
Nebraska
$12.5K +$12.5K +700 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
PS
69
Planned Solutions
California
$9.83K +$9.83K +550 New
ME
70
McIlrath & Eck
Washington
$8.94K -$3.57K -200 -29%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$8.6K – – –
SWM
72
Spire Wealth Management
Virginia
$7.2K – – –
SIC
73
Salem Investment Counselors
North Carolina
$5.36K – – –
PCWA
74
Pacific Capital Wealth Advisors
California
$107 +$107 +6 New
MGIA
75
Moneta Group Investment Advisors
Missouri
– -$508K -26,600 Closed
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