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Calumet Specialty Products

91 hedge funds and large institutions have $558M invested in Calumet Specialty Products in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

137% more call options, than puts

Call options by funds: $80.1M | Put options by funds: $33.8M

46% more capital invested

Capital invested by funds: $383M → $558M (+$175M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

32% more funds holding

Funds holding: 6991 (+22)

6.92% more ownership

Funds ownership: 29.64%36.56% (+6.9%)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

Holders
91
Holders Change
+22
Holders Change %
+31.88%
% of All Funds
1.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
41
Increased
18
Reduced
19
Closed
17
Calls
$80.1M
Puts
$33.8M
Net Calls
+$46.2M
Net Calls Change
+$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
C
76
Covestor
United Kingdom
$69K -$66.7K -4,162 -52%
IA
77
IFP Advisors
Florida
$62.4K +$32K +2,000 +100%
EFP
78
EnRich Financial Partners
Wisconsin
$49.9K +$44.9K +2,800 New
HI
79
Harbour Investments
Wisconsin
$32.9K +$29.6K +1,845 New
TRCT
80
Tower Research Capital (TRC)
New York
$23.8K +$21.4K +1,336 New
LC
81
Lindbrook Capital
California
$23.2K +$20.8K +1,300 New
JP Morgan Chase
82
JP Morgan Chase
New York
$17.8K +$16K +1,000 New
Russell Investments Group
83
Russell Investments Group
United Kingdom
$15.1K +$6.41K +400 +90%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$11K
TWC
85
TD Waterhouse Canada
Ontario, Canada
$10.5K
PS
86
Planned Solutions
California
$9.8K +$8.81K +550 New
ME
87
McIlrath & Eck
Washington
$8.91K +$8.01K +500 New
SIC
88
Salem Investment Counselors
North Carolina
$5.35K
AWM
89
Atticus Wealth Management
Florida
$4.46K -$14.4K -900 -78%
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
$1.84K +$1.65M +103,100 New
PCWA
91
Pacific Capital Wealth Advisors
California
$107
RJA
92
Raymond James & Associates
Florida
-$9.18M -572,057 Closed
Corient Private Wealth
93
Corient Private Wealth
Florida
-$7.44M -461,052 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$2.22M -138,575 Closed
SA
95
Sanctuary Advisors
Indiana
-$1.26M -81,137 Closed
ECP
96
Epacria Capital Partners
Colorado
-$1.22M -76,037 Closed
DCM
97
Driehaus Capital Management
Illinois
-$910K -56,686 Closed
RCMF
98
RK Capital Management (Florida)
Florida
-$634K -39,524 Closed
RJFSA
99
Raymond James Financial Services Advisors
Florida
-$580K -36,131 Closed
OBGC
100
O'Brien Greene & Co
Pennsylvania
-$469K -29,200 Closed

CLMT Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q3 2024, worth a combined $558M — up 46% from $383M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CLMT positions and 17 closed out — a net gain of 24 holders — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $62.5M. The largest seller was Goldman Sachs, cutting an estimated $9.86M.

  • 91 institutional investors held Calumet Specialty Products (CLMT) as of Q3 2024, up from 69 in Q2 2024.
  • Funds reported $558M of Calumet Specialty Products stock for Q3 2024, up 46% quarter-over-quarter.
  • 41 funds opened new Calumet Specialty Products positions in Q3 2024 and 17 closed out, a net change of +24 holders.
  • The largest Calumet Specialty Products buyer in Q3 2024 was Vanguard Group, an estimated $62.5M added.
  • The largest Calumet Specialty Products seller in Q3 2024 was Goldman Sachs, an estimated $9.86M sold.

Based on aggregated 13F filings for Q3 2024.