Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Calumet Inc (CLMT)

185 + Investors. Track Smart Money conviction in CLMT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — CLMT

Based on 193 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CLMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
193 hedge funds hold CLMT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

117 buying91 selling
Last quarter: 117 funds bought or added vs 91 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 32 → 16 → 60 → 41. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 36% long-term, 34% new

■ 36% conviction (2yr+) ■ 30% medium ■ 34% new
Of the 193 current holders: 70 (36%) held >2 years, 58 held 1–2 years, and 65 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

37 → 32 → 16 → 60 → 41 new funds/Q
New funds entering each quarter: 32 → 16 → 60 → 41. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 42% veterans vs 41% newcomers

■ 42% veterans ■ 18% 1-2yr ■ 41% new
Entry-cohort mix of 204 holders: 85 (42%) are 2+ year veterans, 36 entered 1–2 years ago, and 83 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
42 of 187 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in CLMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CLMT

In 2026 Q2, 117 hedge funds were net buyers of CLMT (41 opened a new position, 76 added to an existing one), while 91 reduced or exited (59 trimmed, 32 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 49% of total institutional value in CLMT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 193.

Hedge Fund Ownership: CLMT

How many hedge funds hold CLMT — quarterly history vs. share price
Quarterly hedge fund ownership of CLMT vs. share price

Market Analysis: CLMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLMT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 3 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: CLMT
185 + Investors

Track Smart Money conviction in CLMT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 185 184 0.54%
13F Shares 52M 55M -6.55%
Total Value $1.86B $1.98B -6.01%
New Positions 41 60 -19
Increased Positions 70 58 +12
Closed Positions 34 24 +10
Reduced Positions 57 43 +14
Total Calls 8 10 -20.0%
Total Puts 9 13 -30.77%
PUT/CALL Ratio 1.12 1.3 Neutral

Statistics: CLMT

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Institutional Holders (2026 Q2)

185 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLMT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CLMT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wasserstein Management, L.P. 54.09% 3,964,893 $142.8M
2 Adams Asset Advisors, LLC 8.20% 2,006,206 $72.3M
3 Two Seas Capital LP 4.72% 6,619,708 $238.4M
4 one8zero8, LLC 1.33% 186,020 $6.7M
5 Cobalt Capital Management, INC. 1.28% 50,000 $1.8M
6 Graham Capital Management, L.P. 1.12% 1,713,400 $61.7M
7 Apis Capital Advisors, LLC 0.81% 232,000 $8.4M
8 Diametric Capital, LP 0.78% 206,372 $7.4M
9 Rangeley Capital, LLC 0.63% 19,000 $684K
10 Garnet Equity Capital Holdings, INC. 0.55% 80,746 $2.9M
11 ELCO Management Co., LLC 0.47% 30,427 $1.1M
12 Sagefield Capital LP 0.44% 166,505 $6.0M
13 Voleon Capital Management LP 0.40% 612,506 $22.1M
14 HighVista Strategies LLC 0.36% 44,000 $1.6M
15 Informed Momentum Co LLC 0.33% 102,777 $3.7M
16 Hennessy Advisors Inc 0.33% 283,200 $10.2M
17 Caldwell Sutter Capital, INC. 0.27% 20,000 $720K
18 Dockside LLC 0.22% 26,368 $950K
19 O'Keefe Stevens Advisory, Inc. 0.21% 28,975 $1.0M
20 FAS Wealth Partners, Inc. 0.21% 109,371 $3.9M
21 Ellsworth Advisors, LLC 0.19% 28,988 $1.2M
22 Bayforest Capital Ltd 0.14% 4,229 $152K
23 Mcintyre Freedman & Flynn Investment Advisers Inc 0.13% 6,000 $216K
24 Harvest Investment Services, LLC 0.11% 19,500 $702K
25 BlueCrest Capital Management Ltd 0.09% 80,000 $2.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Calumet Inc (CLMT)

What does the Smart Money Trend signal show for CLMT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CLMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLMT?

Slight buying edge — 56% buying: Last quarter: 117 funds bought or added vs 91 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CLMT holders?

Elite ownership — 49% AUM from top-100 funds: 42 of 187 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in CLMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CLMT?

Mixed — 36% long-term, 34% new: Of the 193 current holders: 70 (36%) held >2 years, 58 held 1–2 years, and 65 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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