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Calumet Specialty Products

115 hedge funds and large institutions have $265M invested in Calumet Specialty Products in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $5.96M

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less capital invested

Capital invested by funds: $283M → $265M (-$18.4M)

7% less funds holding

Funds holding: 124115 (-9)

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

Holders
115
Holders Change
-9
Holders Change %
-7.26%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
10
Increased
43
Reduced
34
Closed
18
Calls
$10.9M
Puts
$5.96M
Net Calls
+$4.95M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$27.8M -$1.48M -49,132 -5%
EAM
2
Edge Asset Management
Washington
$20.8M +$1.37M +45,348 +6%
AAA
3
Adams Asset Advisors
Texas
$17.8M +$343K +11,341 +2%
IMS
4
Index Management Solutions
Pennsylvania
$17.2M +$1.56M +51,690 +9%
U
5
UBS
Switzerland
$16.5M +$1.22M +40,364 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12M +$1.1M +36,478 +9%
CA
7
Corrado Advisors
New Jersey
$10.6M -$565K -18,707 -5%
Morgan Stanley
8
Morgan Stanley
New York
$10.2M -$495K -16,373 -4%
Wells Fargo
9
Wells Fargo
California
$8.94M +$922K +30,521 +10%
WMSA
10
Weiss Multi-Strategy Advisers
New York
$8.23M +$9.07M +300,000 New
GC
11
Guggenheim Capital
Illinois
$7.19M +$470K +15,557 +6%
DCM
12
Driehaus Capital Management
Illinois
$6.75M +$6.3M +208,512 +556%
1IC
13
1919 Investment Counsel
Maryland
$5.7M
Deutsche Bank
14
Deutsche Bank
Germany
$5.22M -$1.07M -35,499 -16%
BAM
15
Burnham Asset Management
New York
$5.2M +$169K +5,605 +3%
GJL
16
Gendell Jeffrey L
$5.15M -$508K -16,802 -8%
TFMS
17
Trust & Fiduciary Management Services
Massachusetts
$4.86M +$5.35M +176,919 New
SOAMC
18
Spirit of America Management Corp
New York
$4.8M +$2.67M +88,442 +102%
Renaissance Technologies
19
Renaissance Technologies
New York
$4.33M +$2.28M +75,600 +92%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$4.1M -$834K -27,600 -16%
CS
21
Credit Suisse
Switzerland
$4.03M -$484K -16,008 -10%
Stifel Financial
22
Stifel Financial
Missouri
$3.78M +$476K +15,750 +13%
Barclays
23
Barclays
United Kingdom
$3.42M +$2.03M +67,208 +113%
TYCC
24
Texas Yale Capital Corp
Florida
$2.88M +$619K +20,491 +24%
SG Americas Securities
25
SG Americas Securities
New York
$2.82M +$3.11M +102,822 New

CLMT Hedge Fund Activity: Q3 2014 in Review

115 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q3 2014, worth a combined $265M — down 6.5% from $283M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of CLMT and 10 opened new positions — a net loss of 8 holders — while 34 trimmed existing stakes and 43 added.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $9.07M. The largest seller was NXG Investment Management, exiting entirely with an estimated $2.71M sold.

  • 115 institutional investors held Calumet Specialty Products (CLMT) as of Q3 2014, down from 124 in Q2 2014.
  • Funds reported $265M of Calumet Specialty Products stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 10 funds opened new Calumet Specialty Products positions in Q3 2014 and 18 closed out, a net change of -8 holders.
  • The largest Calumet Specialty Products buyer in Q3 2014 was Weiss Multi-Strategy Advisers, an estimated $9.07M added.
  • The largest Calumet Specialty Products seller in Q3 2014 was NXG Investment Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2014.