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Calumet Specialty Products

108 hedge funds and large institutions have $334M invested in Calumet Specialty Products in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

5% less funds holding

Funds holding: 114108 (-6)

15% less capital invested

Capital invested by funds: $395M → $334M (-$61.2M)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

65% less call options, than puts

Call options by funds: $5.15M | Put options by funds: $14.6M

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
16
Increased
42
Reduced
32
Closed
20
Calls
$5.15M
Puts
$14.6M
Net Calls
-$9.41M
Net Calls Change
-$2.79M

CLMT Hedge Fund Activity: Q4 2013 in Review

108 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q4 2013, worth a combined $334M — down 15% from $395M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CLMT and 16 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 42 added.

The largest buyer was Edge Asset Management, adding an estimated $7.69M. The largest seller was Citigroup, cutting an estimated $27.7M.

  • 108 institutional investors held Calumet Specialty Products (CLMT) as of Q4 2013, down from 114 in Q3 2013.
  • Funds reported $334M of Calumet Specialty Products stock for Q4 2013, down 15% quarter-over-quarter.
  • 16 funds opened new Calumet Specialty Products positions in Q4 2013 and 20 closed out, a net change of -4 holders.
  • The largest Calumet Specialty Products buyer in Q4 2013 was Edge Asset Management, an estimated $7.69M added.
  • The largest Calumet Specialty Products seller in Q4 2013 was Citigroup, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2013.