Calumet Specialty Products
CLMT
180 hedge funds and large institutions have $1.63B invested in Calumet Specialty Products in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 19 closing their positions.
237% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 19
82% more capital invested
Capital invested by funds: $895M → $1.63B (+$734M)
66% more call options, than puts
Call options by funds: $268M | Put options by funds: $162M
29% more funds holding
Funds holding: 140 → 180 (+40)
27% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 41
0.41% more ownership
Funds ownership: 51.94% → 52.35% (+0.41%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$24M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$21.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$13.9M |
| 4 |
JP Morgan Chase
New York
|
+$13.6M |
| 5 |
VCM
Voleon Capital Management
Berkeley,
California
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAA
Adams Asset Advisors
Dallas,
Texas
|
-$50.6M |
| 2 |
DMKJ
David M. Knott Jr
|
-$44M |
| 3 |
TSC
Two Seas Capital
Rye,
New York
|
-$26.3M |
| 4 |
WDOM
Wasserstein Debt Opportunities Management
New York
|
-$25.9M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$7.98M |
CLMT Hedge Fund Activity: Q1 2026 in Review
180 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q1 2026, worth a combined $1.63B — up 82% from $895M a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new CLMT positions and 19 closed out — a net gain of 45 holders — while 52 added to existing stakes and 41 trimmed.
The largest buyer was State Street, adding an estimated $24M. The largest seller was Adams Asset Advisors, cutting an estimated $50.6M.
- 180 institutional investors held Calumet Specialty Products (CLMT) as of Q1 2026, up from 140 in Q4 2025.
- Funds reported $1.63B of Calumet Specialty Products stock for Q1 2026, up 82% quarter-over-quarter.
- 64 funds opened new Calumet Specialty Products positions in Q1 2026 and 19 closed out, a net change of +45 holders.
- The largest Calumet Specialty Products buyer in Q1 2026 was State Street, an estimated $24M added.
- The largest Calumet Specialty Products seller in Q1 2026 was Adams Asset Advisors, an estimated $50.6M sold.
Based on aggregated 13F filings for Q1 2026.