We are live on ! Find out more
CLMT icon

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
JWM
76
Jacobus Wealth Management
Wisconsin
$116K
WEC
77
Winslow Evans & Crocker
Massachusetts
$113K -$14.3K -1,025 -10%
WA
78
WFG Advisors
Texas
$91K +$108K +7,748 New
CF
79
CenterStar Fund
Illinois
$85K
CG
80
Cutler Group
California
$85K +$61.2K +4,399 +151%
Bessemer Group
81
Bessemer Group
New Jersey
$53K
SEI Investments
82
SEI Investments
Pennsylvania
$48K -$14.5K -1,040 -20%
US Bancorp
83
US Bancorp
Minnesota
$32K
MFW
84
Mosaic Family Wealth
Missouri
$28K +$1.6K +115 +5%
DADC
85
D.A. Davidson & Co
Montana
$28K +$6.95K +500 +27%
PG
86
PEAK6 Group
Illinois
$25K +$29.6K +2,129 New
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23K
CPIG
88
Chicago Partners Investment Group
Illinois
$19K
AA
89
Apriem Advisors
California
$18K
BAM
90
Barrett Asset Management
New York
$18K +$20.9K +1,500 New
FFC
91
First Financial Corp
Indiana
$17K
GWM
92
Geneos Wealth Management
Colorado
$17K +$22.3K +1,600 New
WAM
93
Wealthspire Advisors (Maryland)
Maryland
$16K
AIM
94
Advantage Investment Management
Iowa
$14K +$1.74K +125 +12%
FNBT
95
FineMark National Bank & Trust
Florida
$13K
SSB
96
Sandy Spring Bank
Maryland
$12K
JIC
97
Joel Isaacson & Co
New York
$9K +$11.1K +800 New
EWM
98
Evercore Wealth Management
New York
$8K
PSUF
99
People's United Financial
Connecticut
$8K
ASN
100
Advisory Services Network
Georgia
$6K

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.