Calumet Specialty Products
CLMT
74 hedge funds and large institutions have $415M invested in Calumet Specialty Products in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
35% more capital invested
Capital invested by funds: $308M → $415M (+$107M)
25% more call options, than puts
Call options by funds: $30.1M | Put options by funds: $24.1M
8.87% more ownership
Funds ownership: 20.13% → 29.01% (+8.9%)
7% more funds holding
Funds holding: 69 → 74 (+5)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$7.54M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.09M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.89M |
| 4 |
Group One Trading
Chicago,
Illinois
|
+$1.16M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$753K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DMKJ
David M. Knott Jr
|
-$4.07M |
| 2 |
Barclays
London,
United Kingdom
|
-$2.73M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.73M |
| 4 |
Morgan Stanley
New York
|
-$702K |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$508K |
CLMT Hedge Fund Activity: Q4 2023 in Review
74 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q4 2023, worth a combined $415M — up 35% from $308M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CLMT positions and 9 closed out — a net gain of 7 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $7.54M. The largest seller was David M. Knott Jr, cutting an estimated $4.07M.
- 74 institutional investors held Calumet Specialty Products (CLMT) as of Q4 2023, up from 69 in Q3 2023.
- Funds reported $415M of Calumet Specialty Products stock for Q4 2023, up 35% quarter-over-quarter.
- 16 funds opened new Calumet Specialty Products positions in Q4 2023 and 9 closed out, a net change of +7 holders.
- The largest Calumet Specialty Products buyer in Q4 2023 was Corient Private Wealth, an estimated $7.54M added.
- The largest Calumet Specialty Products seller in Q4 2023 was David M. Knott Jr, an estimated $4.07M sold.
Based on aggregated 13F filings for Q4 2023.