Calumet Specialty Products
CLMT
124 hedge funds and large institutions have $283M invested in Calumet Specialty Products in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
14% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 35
8% more funds holding
Funds holding: 115 → 124 (+9)
4% more capital invested
Capital invested by funds: $272M → $283M (+$11.5M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less call options, than puts
Call options by funds: $13.6M | Put options by funds: $14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.38M |
| 2 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
+$2.57M |
| 3 |
IMS
Index Management Solutions
Philadelphia,
Pennsylvania
|
+$1.7M |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$1.58M |
| 5 |
Barclays
London,
United Kingdom
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21.1M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$9.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.08M |
| 4 |
CCCA
Center Coast Capital Advisors
Houston,
Texas
|
-$3.87M |
| 5 |
JP Morgan Chase
New York
|
-$3.79M |
CLMT Hedge Fund Activity: Q2 2014 in Review
124 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q2 2014, worth a combined $283M — up 4.2% from $272M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CLMT positions and 13 closed out — a net gain of 9 holders — while 40 added to existing stakes and 35 trimmed.
The largest buyer was Credit Suisse, adding an estimated $4.38M. The largest seller was Morgan Stanley, cutting an estimated $21.1M.
- 124 institutional investors held Calumet Specialty Products (CLMT) as of Q2 2014, up from 115 in Q1 2014.
- Funds reported $283M of Calumet Specialty Products stock for Q2 2014, up 4.2% quarter-over-quarter.
- 22 funds opened new Calumet Specialty Products positions in Q2 2014 and 13 closed out, a net change of +9 holders.
- The largest Calumet Specialty Products buyer in Q2 2014 was Credit Suisse, an estimated $4.38M added.
- The largest Calumet Specialty Products seller in Q2 2014 was Morgan Stanley, an estimated $21.1M sold.
Based on aggregated 13F filings for Q2 2014.