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Calumet Specialty Products

64 hedge funds and large institutions have $25.9M invested in Calumet Specialty Products in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% more ownership

Funds ownership: 14.09%15.21% (+1.1%)

8% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $1.8M

6% less funds holding

Funds holding: 6864 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less capital invested

Capital invested by funds: $69.5M → $25.9M (-$43.6M)

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
15
Reduced
23
Closed
15
Calls
$1.93M
Puts
$1.8M
Net Calls
+$138K
Net Calls Change
+$8.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AAA
1
Adams Asset Advisors
Texas
$7.02M +$9.73M +2,360,048 +289%
DMK
2
David M. Knott
$3.39M +$315K +76,300 +5%
SCM
3
SCW Capital Management
Texas
$2.83M +$5.28M +1,279,968 New
Citigroup
4
Citigroup
New York
$1.57M +$2.24M +542,435 +325%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.25M -$81.7K -19,804 -3%
WWM
6
Windsor Wealth Management
Indiana
$1.01M +$21.5K +5,208 +1%
Goldman Sachs
7
Goldman Sachs
New York
$994K -$2.45M -594,938 -57%
BC
8
Barnett & Company
Tennessee
$839K -$114K -27,600 -7%
Group One Trading
9
Group One Trading
Illinois
$655K -$2.22M -537,371 -64%
IECM
10
Intrinsic Edge Capital Management
Illinois
$553K +$1.03M +250,000 New
Deutsche Bank
11
Deutsche Bank
Germany
$533K -$369K -89,516 -27%
Renaissance Technologies
12
Renaissance Technologies
New York
$533K +$151K +36,518 +18%
SCM
13
Springhouse Capital Management
Connecticut
$532K
Morgan Stanley
14
Morgan Stanley
New York
$520K -$3.13M -758,551 -76%
Citadel Advisors
15
Citadel Advisors
Florida
$405K +$107K +25,898 +16%
UBS Group
16
UBS Group
Switzerland
$384K +$156K +37,856 +28%
LW
17
Linscomb Wealth
Texas
$326K
Wells Fargo
18
Wells Fargo
California
$282K -$1.02M -247,842 -66%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$259K -$3.4M -825,064 -88%
LPL Financial
20
LPL Financial
California
$230K +$7.92K +1,920 +2%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$226K
O
22
OppenheimerFunds
New York
$179K +$173K +42,000 +108%
Creative Planning
23
Creative Planning
Kansas
$123K +$4 +1 +0%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$109K -$106K -25,658 -34%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$92K

CLMT Hedge Fund Activity: Q4 2018 in Review

64 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q4 2018, worth a combined $25.9M — down 63% from $69.5M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CLMT and 11 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 15 added.

The largest buyer was Adams Asset Advisors, adding an estimated $9.73M. The largest seller was Susquehanna International Group, cutting an estimated $3.4M.

  • 64 institutional investors held Calumet Specialty Products (CLMT) as of Q4 2018, down from 68 in Q3 2018.
  • Funds reported $25.9M of Calumet Specialty Products stock for Q4 2018, down 63% quarter-over-quarter.
  • 11 funds opened new Calumet Specialty Products positions in Q4 2018 and 15 closed out, a net change of -4 holders.
  • The largest Calumet Specialty Products buyer in Q4 2018 was Adams Asset Advisors, an estimated $9.73M added.
  • The largest Calumet Specialty Products seller in Q4 2018 was Susquehanna International Group, an estimated $3.4M sold.

Based on aggregated 13F filings for Q4 2018.