Calumet Specialty Products
CLMT
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.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
36% more capital invested
Capital invested by funds: $308M → $418M (+$110M)
25% more call options, than puts
Call options by funds: $30.1M | Put options by funds: $24.1M
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
9.09% more ownership
Funds ownership: 20.13% → 29.22% (+9.1%)
7% more funds holding
Funds holding: 69 → 74 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$7.54M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.09M |
| 3 |
Morgan Stanley
New York
|
+$2.08M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.89M |
| 5 |
Group One Trading
Chicago,
Illinois
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DMKJ
David M. Knott Jr
|
-$4.07M |
| 2 |
Barclays
London,
United Kingdom
|
-$2.73M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.73M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$508K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$417K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Wolverine Trading
Chicago,
Illinois
| – | -$417K | -25,723 | Closed |
|
|
OMC
77
Oasis Management Company
Grand Cayman,
Cayman Islands
| – | -$395K | -20,667 | Closed |
|
|
CW
78
CreativeOne Wealth
Overland Park,
Kansas
| – | -$251K | -13,117 | Closed |
|
|
GCP
79
GSA Capital Partners
London,
United Kingdom
| – | -$196K | -10,280 | Closed |
|
|
FCA
80
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$26.7K | -1,400 | Closed |
|
|
SS
81
Sunbelt Securities
Houston,
Texas
| – | -$9.55K | -500 | Closed |
|
|
RFA
82
Register Financial Advisors
Atlanta,
Georgia
| – | -$7.64K | -400 | Closed |
|
|
TRCT
83
Tower Research Capital (TRC)
New York
| – | -$325 | -17 | Closed |
|
CLMT Hedge Fund Activity: Q4 2023 in Review
74 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q4 2023, worth a combined $418M — up 36% from $308M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CLMT positions and 9 closed out — a net gain of 7 holders — while 19 added to existing stakes and 16 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $7.54M. The largest seller was David M. Knott Jr, cutting an estimated $4.07M.
- 74 institutional investors held Calumet Specialty Products (CLMT) as of Q4 2023, up from 69 in Q3 2023.
- Funds reported $418M of Calumet Specialty Products stock for Q4 2023, up 36% quarter-over-quarter.
- 16 funds opened new Calumet Specialty Products positions in Q4 2023 and 9 closed out, a net change of +7 holders.
- The largest Calumet Specialty Products buyer in Q4 2023 was Corient Private Wealth, an estimated $7.54M added.
- The largest Calumet Specialty Products seller in Q4 2023 was David M. Knott Jr, an estimated $4.07M sold.
Based on aggregated 13F filings for Q4 2023.