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Calumet Specialty Products

65 hedge funds and large institutions have $168M invested in Calumet Specialty Products in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

74% more call options, than puts

Call options by funds: $9.43M | Put options by funds: $5.43M

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

7% more funds holding

Funds holding: 6165 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.05% less ownership

Funds ownership: 21.46%20.41% (-1.1%)

27% less capital invested

Capital invested by funds: $230M → $168M (-$62.4M)

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
20
Reduced
17
Closed
4
Calls
$9.43M
Puts
$5.43M
Net Calls
+$4M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
AAA
1
Adams Asset Advisors
Texas
$56.4M +$2.74M +206,379 +4%
DMKJ
2
David M. Knott Jr
$44.9M -$897K -67,500 -2%
EGA
3
Evermore Global Advisors
New Jersey
$17.4M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.97M -$1.46M -110,000 -11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.88M +$168K +12,668 +3%
RJA
6
Raymond James & Associates
Florida
$3.71M +$650K +48,879 +16%
Goldman Sachs
7
Goldman Sachs
New York
$3.27M +$123K +9,267 +3%
BC
8
Barnett & Company
Tennessee
$3.16M -$30.4K -2,284 -0.7%
BCM
9
Bienville Capital Management
New York
$2.8M +$223K +16,788 +7%
Morgan Stanley
10
Morgan Stanley
New York
$2.38M +$1.34M +100,667 +78%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.37M +$35.6K +2,681 +1%
Group One Trading
12
Group One Trading
Illinois
$2.29M +$2.64M +198,866 +923%
SCM
13
Springhouse Capital Management
Connecticut
$2.17M
LW
14
Linscomb Wealth
Texas
$1.5M
LPL Financial
15
LPL Financial
California
$1.44M +$54.3K +4,085 +3%
WWM
16
Windsor Wealth Management
Indiana
$1.04M
Citadel Advisors
17
Citadel Advisors
Florida
$936K -$179K -13,462 -13%
CCA
18
Column Capital Advisors
Indiana
$675K
Brown Advisory
19
Brown Advisory
Maryland
$578K -$9.8M -736,968 -93%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$511K
Wells Fargo
21
Wells Fargo
California
$504K -$13.3K -1,000 -2%
Creative Planning
22
Creative Planning
Kansas
$495K
PL
23
Plancorp LLC
Missouri
$468K
VFA
24
Valeo Financial Advisors
Indiana
$432K -$13 -1 -0%
IAA
25
Independent Advisor Alliance
North Carolina
$366K +$24.9K +1,870 +6%

CLMT Hedge Fund Activity: Q2 2022 in Review

65 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q2 2022, worth a combined $168M — down 27% from $230M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CLMT positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Adams Asset Advisors, adding an estimated $2.74M. The largest seller was Brown Advisory, cutting an estimated $9.8M.

  • 65 institutional investors held Calumet Specialty Products (CLMT) as of Q2 2022, up from 61 in Q1 2022.
  • Funds reported $168M of Calumet Specialty Products stock for Q2 2022, down 27% quarter-over-quarter.
  • 9 funds opened new Calumet Specialty Products positions in Q2 2022 and 4 closed out, a net change of +5 holders.
  • The largest Calumet Specialty Products buyer in Q2 2022 was Adams Asset Advisors, an estimated $2.74M added.
  • The largest Calumet Specialty Products seller in Q2 2022 was Brown Advisory, an estimated $9.8M sold.

Based on aggregated 13F filings for Q2 2022.