Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALUMET INC (CLMT)

151 + 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
1Q ▼
Buyers last Q
40%

Smart Money Signals — CLMT

Based on 143 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CLMT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
143 funds currently hold this stock — 94% of the 3.0-year high of 152 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 40% buying

58 buying86 selling
Last quarter: 86 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 28 → 37 → 30 → 15. 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.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 27% medium ■ 29% new
64 out of 143 hedge funds have held CLMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

43 → 28 → 37 → 30 → 15 new funds/Q
New funds entering each quarter: 28 → 37 → 30 → 15. CLMT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 9% 1-2yr ■ 40% new
Of 151 current holders: 77 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
25 of 143 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 2 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: CLMT
2026 Q1 Stats Unlock in 11 days 151 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 151 167 -9.58%
13F Shares 54M 54M 0.48%
Total Value $1.07B $980M 9.29%
New Positions 16 30 -14
Increased Positions 53 71 -18
Closed Positions 26 17 +9
Reduced Positions 76 64 +12
Total Calls 9 13 -30.77%
Total Puts 8 11 -27.27%
PUT/CALL Ratio 0.89 0.85 Neutral

Statistics: CLMT

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

151 + investors

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

Top 25 institutional holders of CLMT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adams Asset Advisors, LLC 12.90% 3,202,232 $115.0M
2 one8zero8, LLC 1.51% 188,235 $6.8M
3 ELCO Management Co., LLC 0.67% 39,120 $1.4M
4 CALDWELL SUTTER CAPITAL, INC. 0.28% 19,483 $699K
5 O'Keefe Stevens Advisory, Inc. 0.25% 28,435 $1.0M
6 MQS Management LLC 0.23% 9,631 $346K
7 Jackson Creek Investment Advisors LLC 0.16% 14,828 —
8 Covestor Ltd 0.06% 2,581 —
9 Premier Path Wealth Partners, LLC 0.06% 12,253 $440K
10 GSA CAPITAL PARTNERS LLP 0.05% 22,135 —
11 Plancorp, LLC 0.04% 45,000 $1.5M
12 Inspire Investing, LLC 0.04% 14,457 $519K
13 SP Asset Management LLC 0.04% 13,000 $467K
14 Valeo Financial Advisors, LLC 0.03% 38,613 $1.4M
15 Baader Bank Aktiengesellschaft 0.03% 10,000 $359K
16 AlphaQuest LLC 0.02% 14,625 $291K
17 GF FUND MANAGEMENT CO. LTD. 0.01% 21,223 $762K
18 DAVENPORT & Co LLC 0.01% 38,100 $1.4M
19 Police & Firemen's Retirement System of New Jersey 0.01% 19,216 $690K
20 INTECH INVESTMENT MANAGEMENT LLC 0.01% 16,570 $595K
21 SAPIENT CAPITAL LLC 0.01% 9,677 $347K
22 Arizona State Retirement System 0.00% 19,063 $684K
23 VANGUARD FIDUCIARY TRUST CO 0.00% 435,598 $15.6M
24 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 3,435,394 $123.3M
25 Swiss National Bank 0.00% 136,900 $4.9M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CLMT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CLMT?

More sellers than buyers — 40% buying: Last quarter: 86 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CLMT holders?

Strong quality — 26% AUM from major funds: 25 of 143 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CLMT?

45% of holders stayed for 2+ years: 64 out of 143 hedge funds have held CLMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.