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Calumet Specialty Products

148 hedge funds and large institutions have $827M invested in Calumet Specialty Products in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 41

2% more call options, than puts

Call options by funds: $89.2M | Put options by funds: $87.4M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$89.2M
Puts
$87.4M
Net Calls
Net Calls Change

Top Buyers

1 +$22.9M
2 +$11.2M
3 +$6.11M
4
Morgan Stanley
Morgan Stanley
New York
+$5.05M
5
Marshall Wace
Marshall Wace
United Kingdom
+$4.28M

Top Sellers

1 -$8.21M
2 -$7.25M
3 -$5.77M
4
UBS Group
UBS Group
Switzerland
-$4.81M
5
Bank of America
Bank of America
North Carolina
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
KK
101
KLP Kapitalforvaltning
Norway
$245K
SAM
102
SP Asset Management
California
$237K
PPWP
103
Premier Path Wealth Partners
New Jersey
$235K
VOYA Investment Management
104
VOYA Investment Management
Georgia
$232K
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$219K
ProShare Advisors
106
ProShare Advisors
Maryland
$215K
Pictet Asset Management
107
Pictet Asset Management
Switzerland
$213K
SC
108
Sapient Capital
Indiana
$213K
OAC
109
OMERS Administration Corp
Ontario, Canada
$206K
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$183K
Bessemer Group
111
Bessemer Group
New Jersey
$150K
IFO
112
Intrepid Family Office
Florida
$139K
NA
113
NewEdge Advisors
Louisiana
$119K
TRCT
114
Tower Research Capital (TRC)
New York
$115K
Russell Investments Group
115
Russell Investments Group
United Kingdom
$113K
AIP
116
Ameritas Investment Partners
Nebraska
$105K
BF
117
BOK Financial
Oklahoma
$89.9K
SCM
118
Sterling Capital Management
North Carolina
$77.5K
Osaic Holdings
119
Osaic Holdings
Arizona
$65.2K
UOTTAIMCU
120
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$61.1K
ASN
121
Advisory Services Network
Georgia
$59.1K
SOADOR
122
State of Alaska Department of Revenue
Alaska
$56K
Comerica Bank
123
Comerica Bank
Texas
$55.8K
A
124
AlphaQuest
New York
$50.7K
AB
125
Amalgamated Bank
New York
$43K