Calumet Ownership | Who Owns Calumet?
Calumet Ownership Summary
Calumet is owned by 45.92% institutional investors, 21.36% insiders, and 32.72% retail investors. Wasserstein debt opportunities management is the largest institutional shareholder, holding 6.70% of CLMT shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.18% of its assets in Calumet shares.
CLMT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Calumet | 45.92% | 21.36% | 32.72% |
| Sector | Energy Stocks | 42.59% | 14.73% | 42.69% |
| Industry | Oil & Gas Exploration & Production Stocks | 50.17% | 17.49% | 32.33% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wasserstein debt opportunities management | 5.82M | 6.70% | $91.65M |
| Adams asset advisors | 5.41M | 6.23% | $85.18M |
| Blackrock funding, inc. /de | 4.71M | 5.42% | $74.18M |
| Two seas capital lp | 4.50M | 5.18% | $70.86M |
| Vanguard group | 3.84M | 4.49% | $84.59M |
| Knott david m jr | 3.28M | 3.77% | $51.60M |
| Susquehanna group, llp | 1.52M | 1.78% | $33.44M |
| State street | 1.18M | 1.38% | $26.03M |
| Geode capital management | 772.61K | 0.90% | $17.02M |
| Marshall wace, llp | 656.62K | 0.76% | $10.35M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wasserstein debt opportunities management | 5.82M | 100.00% | $91.65M |
| Knott david m jr | 3.28M | 23.39% | $51.60M |
| Adams asset advisors | 5.41M | 11.98% | $85.18M |
| Alta fundamental advisers | 459.94K | 3.71% | $7.25M |
| Barnett & company | 232.01K | 2.88% | $3.66M |
| Garnet equity capital | 610.54K | 2.27% | $9.62M |
| Ayal capital advisors | 335.00K | 1.26% | $5.28M |
| Diametric capital, lp | 146.78K | 1.23% | $2.31M |
| Two seas capital lp | 4.50M | 1.19% | $70.86M |
| Elco management | 43.06K | 0.36% | $678.41K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.71M | 0.00% | 3.28M |
| Two seas capital lp | 4.50M | 1.19% | 1.63M |
| State street | 1.18M | 0.00% | 938.70K |
| Susquehanna group, llp | 1.52M | 0.01% | 476.99K |
| Ayal capital advisors | 335.00K | 1.26% | 335.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tyro capital management | - | - | -854.95K |
| Raymond james & associates | - | - | -572.06K |
| Ci private wealth | - | - | -461.05K |
| Point72 asset management | - | - | -423.50K |
| Toroso investments | - | - | -400.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ayal capital advisors | 335.00K | 1.26% | 335.00K | $5.28M |
| Swiss national bank | 135.10K | 0.00% | 135.10K | $2.97M |
| Ubs asset management americas | 78.09K | 0.00% | 78.09K | $1.72M |
| Legal & general group | 63.34K | 0.00% | 63.34K | $1.39M |
| California state teachers retirement system | 59.23K | 0.00% | 59.23K | $1.30M |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -1.00 |
| Pacific capital wealth advisors | -6.00 |
| Arrowpoint investment partners (singapore) pte. | -61.00 |
| Benjamin edwards | -300.00 |
| Psi advisors | -300.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 149 | 2.05% | 39,686,472 | 7.42% | 45 | 2.46% | 72 | -2.70% | 37 | 12.12% |
| Dec 31, 2024 | 143 | 30.00% | 36,392,307 | 15.91% | 42 | 3.16% | 72 | 14.29% | 32 | 77.78% |
| Sep 30, 2024 | 110 | 41.03% | 31,397,970 | 31.98% | 36 | 4.21% | 63 | 75.00% | 18 | 28.57% |
| Jun 30, 2024 | 75 | -15.73% | 23,720,906 | 4.55% | 29 | 3.70% | 35 | -16.67% | 14 | 16.67% |
| Mar 31, 2024 | 89 | 3.49% | 22,689,141 | -2.08% | 28 | 3.38% | 42 | 16.67% | 12 | -29.41% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 2.74M | 3.18% | 2.74M |
| Vanguard Total Stock Mkt Idx Inv | 2.62M | 3.02% | - |
| iShares Russell 2000 ETF | 1.62M | 1.87% | -30.77K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.06M | 1.22% | -29.00K |
| SPDR® S&P Oil & Gas Explor & Prodtn ETF | 868.57K | 1.00% | 5.92K |
| iShares Russell 2000 Value ETF | 532.63K | 0.61% | 395.00 |
| YieldMax Ultra Option Income Strat ETF | 400.00K | 0.47% | - |
| Vanguard Energy ETF | 376.60K | 0.43% | 2.93K |
| Fidelity Extended Market Index | 366.96K | 0.42% | -9.79K |
| Vanguard Russell 2000 ETF | 351.24K | 0.41% | 351.24K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 16, 2025 | Morical Gregory J | SVP, GENERAL COUNSEL | Sell | $419.30K |
| Jun 16, 2025 | Straumins Jennifer | - | Sell | $1.62M |
| Jun 13, 2025 | Straumins Jennifer | - | Sell | $754.00K |
| Jun 05, 2025 | Straumins Jennifer | - | Sell | $1.32M |
| Jun 02, 2025 | Carter James S | - | Buy | $2.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | 4 | 9 |
| 2025 Q1 | 1 | 3 |
| 2024 Q4 | - | 7 |
| 2024 Q2 | - | 1 |
CLMT Ownership FAQ
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