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Calumet Specialty Products

68 hedge funds and large institutions have $30.1M invested in Calumet Specialty Products in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $785K | Put options by funds: $559K

2.18% less ownership

Funds ownership: 12.52%10.34% (-2.2%)

16% less funds holding

Funds holding: 8168 (-13)

21% less capital invested

Capital invested by funds: $38.2M → $30.1M (-$8.08M)

41% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 29

86% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 14

Holders
68
Holders Change
-13
Holders Change %
-16.05%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
29
Closed
14
Calls
$785K
Puts
$559K
Net Calls
+$226K
Net Calls Change
+$354K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$6.1M +$679K +171,593 +12%
Goldman Sachs
2
Goldman Sachs
New York
$3.25M -$112K -28,232 -3%
SPCM
3
Sound Point Capital Management
New York
$2.84M +$2.96M +748,533 New
Morgan Stanley
4
Morgan Stanley
New York
$2.68M +$333K +83,995 +14%
AAA
5
Adams Asset Advisors
Texas
$2.4M +$875K +221,100 +54%
Wells Fargo
6
Wells Fargo
California
$1.75M +$44.6K +11,265 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.69M +$693K +174,943 +65%
Bank of America
8
Bank of America
North Carolina
$1.48M -$97.1K -24,528 -6%
UBS Group
9
UBS Group
Switzerland
$768K -$9.98K -2,520 -1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$681K +$178K +44,905 +33%
JG
11
Jefferies Group
New York
$645K +$216K +54,585 +47%
COPPSERS
12
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$523K
GCP
13
GSA Capital Partners
United Kingdom
$510K -$14.6K -3,700 -3%
Barclays
14
Barclays
United Kingdom
$426K +$214K +53,992 +93%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$422K -$19K -4,800 -4%
LW
16
Linscomb Wealth
Texas
$373K +$2.38K +600 +0.6%
Deutsche Bank
17
Deutsche Bank
Germany
$326K -$1.81M -456,905 -84%
Renaissance Technologies
18
Renaissance Technologies
New York
$280K -$1.82M -460,938 -86%
BC
19
Barnett & Company
Tennessee
$271K -$2.77K -700 -1%
GC
20
Guggenheim Capital
Illinois
$243K -$77.9K -19,668 -24%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$183K +$53.5K +13,512 +39%
VKH
22
Virtu KCG Holdings
New York
$170K -$33.6K -8,478 -16%
Creative Planning
23
Creative Planning
Kansas
$155K -$19.8K -5,000 -11%
LPL Financial
24
LPL Financial
California
$137K -$37.6K -9,486 -20%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$121K +$5.94K +1,500 +5%

CLMT Hedge Fund Activity: Q1 2017 in Review

68 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q1 2017, worth a combined $30.1M — down 21% from $38.2M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CLMT and 2 opened new positions — a net loss of 12 holders — while 29 trimmed existing stakes and 17 added.

The largest buyer was Sound Point Capital Management, opening a new position worth an estimated $2.96M. The largest seller was Rovida Advisors, exiting entirely with an estimated $3.4M sold.

  • 68 institutional investors held Calumet Specialty Products (CLMT) as of Q1 2017, down from 81 in Q4 2016.
  • Funds reported $30.1M of Calumet Specialty Products stock for Q1 2017, down 21% quarter-over-quarter.
  • 2 funds opened new Calumet Specialty Products positions in Q1 2017 and 14 closed out, a net change of -12 holders.
  • The largest Calumet Specialty Products buyer in Q1 2017 was Sound Point Capital Management, an estimated $2.96M added.
  • The largest Calumet Specialty Products seller in Q1 2017 was Rovida Advisors, an estimated $3.4M sold.

Based on aggregated 13F filings for Q1 2017.