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Calumet Specialty Products

134 hedge funds and large institutions have $699M invested in Calumet Specialty Products in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

39% more capital invested

Capital invested by funds: $504M → $699M (+$196M)

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

5.16% more ownership

Funds ownership: 46.07%51.23% (+5.2%)

4% more funds holding

Funds holding: 129134 (+5)

11% less call options, than puts

Call options by funds: $58.1M | Put options by funds: $65.2M

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
35
Increased
43
Reduced
29
Closed
29
Calls
$58.1M
Puts
$65.2M
Net Calls
-$7.05M
Net Calls Change
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WDOM
1
Wasserstein Debt Opportunities Management
New York
$91.6M +$2.29M +180,197 +3%
AAA
2
Adams Asset Advisors
Texas
$85.2M +$635K +49,948 +0.9%
BlackRock
3
BlackRock
New York
$74.2M +$41.7M +3,279,358 +229%
Vanguard Group
4
Vanguard Group
Pennsylvania
$73.5M +$10.5M +824,858 +21%
TSC
5
Two Seas Capital
New York
$70.9M +$20.7M +1,631,098 +57%
DMKJ
6
David M. Knott Jr
$51.6M -$279K -21,963 -0.7%
State Street
7
State Street
Massachusetts
$34.2M +$3.72M +292,922 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$26.9M +$11.5M +901,933 +112%
Marshall Wace
9
Marshall Wace
United Kingdom
$10.3M -$3.79M -297,905 -31%
GECH
10
Garnet Equity Capital Holdings
New York
$9.62M -$1.27M -100,000 -14%
Bank of America
11
Bank of America
North Carolina
$9.6M +$256K +20,110 +3%
Northern Trust
12
Northern Trust
Illinois
$9.46M +$5.26M +413,950 +222%
Charles Schwab
13
Charles Schwab
California
$9M +$2.23M +175,100 +44%
Raymond James Financial
14
Raymond James Financial
Florida
$8.41M -$106K -8,332 -2%
Morgan Stanley
15
Morgan Stanley
New York
$8.06M -$3.7M -291,202 -36%
AFA
16
Alta Fundamental Advisers
New York
$7.25M
UBS Group
17
UBS Group
Switzerland
$7.13M +$2.83M +222,685 +97%
Verition Fund Management
18
Verition Fund Management
Connecticut
$5.3M -$922K -72,542 -18%
ACA
19
AYAL Capital Advisors
Ontario, Canada
$5.28M +$4.26M +335,000 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.03M +$27.2K +2,141 +0.7%
RC
21
Rangeley Capital
Connecticut
$5.03M -$2.55M -200,787 -39%
UBS AM
22
UBS AM
Illinois
$4.45M +$892K +70,140 +33%
Hudson Bay Capital Management
23
Hudson Bay Capital Management
Connecticut
$4.16M +$165 +13 +0%
BC
24
Barnett & Company
Tennessee
$3.66M
TI
25
Trexquant Investment
Connecticut
$3.56M +$2.1M +165,431 +273%

CLMT Hedge Fund Activity: Q2 2025 in Review

134 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q2 2025, worth a combined $699M — up 39% from $504M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CLMT positions and 29 closed out — a net gain of 6 holders — while 43 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $41.7M. The largest seller was Susquehanna International Group, cutting an estimated $21.6M.

  • 134 institutional investors held Calumet Specialty Products (CLMT) as of Q2 2025, up from 129 in Q1 2025.
  • Funds reported $699M of Calumet Specialty Products stock for Q2 2025, up 39% quarter-over-quarter.
  • 35 funds opened new Calumet Specialty Products positions in Q2 2025 and 29 closed out, a net change of +6 holders.
  • The largest Calumet Specialty Products buyer in Q2 2025 was BlackRock, an estimated $41.7M added.
  • The largest Calumet Specialty Products seller in Q2 2025 was Susquehanna International Group, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2025.