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Calumet Specialty Products

123 hedge funds and large institutions have $814M invested in Calumet Specialty Products in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $173M | Put options by funds: $48.6M

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

46% more capital invested

Capital invested by funds: $558M → $814M (+$256M)

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

35% more funds holding

Funds holding: 91123 (+32)

6.48% more ownership

Funds ownership: 36.56%43.04% (+6.5%)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

Holders
123
Holders Change
+32
Holders Change %
+35.16%
% of All Funds
1.62%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
48
Increased
27
Reduced
29
Closed
15
Calls
$173M
Puts
$48.6M
Net Calls
+$125M
Net Calls Change
+$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WDOM
1
Wasserstein Debt Opportunities Management
New York
$125M -$26.3M -1,252,103 -18%
AAA
2
Adams Asset Advisors
Texas
$116M
Vanguard Group
3
Vanguard Group
Pennsylvania
$84.6M -$1.18M -56,349 -1%
DMKJ
4
David M. Knott Jr
$80.4M -$14.2M -673,639 -16%
TSC
5
Two Seas Capital
New York
$39.3M +$31M +1,473,327 +475%
Morgan Stanley
6
Morgan Stanley
New York
$33.9M +$27.1M +1,287,065 +511%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$33.4M +$10M +476,986 +46%
BlackRock
8
BlackRock
New York
$31.9M +$7.29M +346,871 +31%
State Street
9
State Street
Massachusetts
$26M +$19.7M +938,698 +386%
TCM
10
Tyro Capital Management
Florida
$18.8M +$3.01M +143,269 +20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$17M -$109K -5,204 -0.7%
AFA
12
Alta Fundamental Advisers
New York
$12.7M
RC
13
Rangeley Capital
Connecticut
$11.8M +$11.2M +534,600 New
Raymond James Financial
14
Raymond James Financial
Florida
$11.5M +$10.9M +520,649 New
Group One Trading
15
Group One Trading
Illinois
$11.4M -$1.94M -92,243 -15%
GECH
16
Garnet Equity Capital Holdings
New York
$10M +$1.93M +92,000 +25%
AIP
17
Arrowpoint Investment Partners
Singapore
$9.9M +$9.45M +449,528 New
Charles Schwab
18
Charles Schwab
California
$8.93M +$94.5K +4,496 +1%
Goldman Sachs
19
Goldman Sachs
New York
$7.67M +$6.59M +313,489 +896%
Marshall Wace
20
Marshall Wace
United Kingdom
$7.05M +$6.73M +320,024 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.84M -$163K -7,742 -2%
BC
22
Barnett & Company
Tennessee
$6.14M -$8.41K -400 -0.1%
VU
23
Vanderbilt University
Tennessee
$4.68M +$4.47M +212,647 New
Citadel Advisors
24
Citadel Advisors
Florida
$4.52M +$4.32M +205,235 New
First Trust Advisors
25
First Trust Advisors
Illinois
$4.48M +$4.28M +203,603 New

CLMT Hedge Fund Activity: Q4 2024 in Review

123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q4 2024, worth a combined $814M — up 46% from $558M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CLMT positions and 15 closed out — a net gain of 33 holders — while 27 added to existing stakes and 29 trimmed.

The largest buyer was Two Seas Capital, adding an estimated $31M. The largest seller was Wasserstein Debt Opportunities Management, cutting an estimated $26.3M.

  • 123 institutional investors held Calumet Specialty Products (CLMT) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $814M of Calumet Specialty Products stock for Q4 2024, up 46% quarter-over-quarter.
  • 48 funds opened new Calumet Specialty Products positions in Q4 2024 and 15 closed out, a net change of +33 holders.
  • The largest Calumet Specialty Products buyer in Q4 2024 was Two Seas Capital, an estimated $31M added.
  • The largest Calumet Specialty Products seller in Q4 2024 was Wasserstein Debt Opportunities Management, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2024.