Calumet Ownership | Who Owns Calumet?
Calumet Ownership Summary
Calumet is owned by 25.85% institutional investors, 22.09% insiders, and 52.06% 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 | 25.85% | 22.09% | 52.06% |
| Sector | Energy Stocks | 14085.49% | 13.84% | -13999.33% |
| Industry | Oil & Gas Exploration & Production Stocks | 53321.19% | 15.34% | -53236.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wasserstein debt opportunities management | 5.82M | 6.70% | $106.16M |
| Two seas capital lp | 5.75M | 6.63% | $104.98M |
| Adams asset advisors | 5.41M | 6.23% | $98.66M |
| Blackrock funding, inc. /de | 4.94M | 5.69% | $90.13M |
| Vanguard group | 4.64M | 5.35% | $84.77M |
| Knott david m jr | 2.83M | 3.25% | $51.56M |
| State street | 2.21M | 2.54% | $40.25M |
| Geode capital management | 1.68M | 1.93% | $30.61M |
| Susquehanna group, llp | 1.52M | 1.78% | $33.44M |
| Marshall wace, llp | 891.39K | 1.03% | $16.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wasserstein debt opportunities management | 5.82M | 100.00% | $106.16M |
| Knott david m jr | 2.83M | 20.79% | $51.56M |
| Adams asset advisors | 5.41M | 12.72% | $98.66M |
| Rangeley capital | 331.00K | 5.23% | $6.04M |
| Ayal capital advisors | 416.64K | 2.99% | $7.60M |
| Garnet equity capital | 381.96K | 2.59% | $6.97M |
| Two seas capital lp | 5.75M | 1.69% | $104.98M |
| One8zero8 | 189.69K | 0.75% | $3.46M |
| Diametric capital, lp | 104.69K | 0.71% | $1.91M |
| Elco management | 40.62K | 0.39% | $741.32K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two seas capital lp | 5.75M | 1.69% | 1.25M |
| Brown advisory | 765.72K | 0.02% | 615.72K |
| Susquehanna group, llp | 1.52M | 0.01% | 476.99K |
| Mariner | 369.41K | 0.01% | 334.54K |
| Morgan stanley | 788.23K | 0.00% | 276.58K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tyro capital management | - | - | -854.95K |
| Raymond james & associates | - | - | -572.06K |
| Alta fundamental advisers | - | - | -459.94K |
| Knott david m jr | 2.83M | 20.79% | -450.00K |
| Toroso investments | - | - | -400.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Great lakes advisors | 169.19K | 0.03% | 169.19K | $3.09M |
| Peak6 | 131.05K | 0.00% | 131.05K | $2.39M |
| Lombard odier asset management (usa) | 127.50K | 0.16% | 127.50K | $2.33M |
| California state teachers retirement system | 59.23K | 0.00% | 59.23K | $1.30M |
| Toronto dominion bank | 50.00K | 0.00% | 50.00K | $787.75K |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -1.00 |
| Pacific capital wealth advisors | -6.00 |
| Cwm | -50.00 |
| Arrowpoint investment partners (singapore) pte. | -61.00 |
| Atticus wealth management | -250.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 69 | -53.69% | 22,437,883 | -48.50% | 25 | 1.03% | 29 | -65.88% | 19 | -29.63% |
| Jun 30, 2025 | 156 | 5.41% | 44,377,849 | 32.09% | 51 | 3.38% | 88 | 20.55% | 29 | -17.14% |
| 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% |
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 | 2.56M | 2.95% | -56.78K |
| iShares Russell 2000 ETF | 1.65M | 1.91% | - |
| SPDR® S&P Oil & Gas Explor & Prodtn ETF | 832.43K | 0.96% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 744.67K | 0.86% | -315.64K |
| Fidelity Small Cap Index | 690.50K | 0.80% | 690.50K |
| iShares Russell 2000 Value ETF | 535.79K | 0.62% | - |
| YieldMax Ultra Option Income Strat ETF | 400.00K | 0.47% | - |
| Vanguard Energy ETF | 375.02K | 0.43% | -1.57K |
| Fidelity Extended Market Index | 374.90K | 0.43% | 7.94K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 24, 2025 | Sajkowski Daniel J | - | Sell | - |
| Jun 24, 2025 | Boss John G. | - | Sell | - |
| Jun 24, 2025 | Mawer Stephen P | - | Sell | - |
| Jun 16, 2025 | Morical Gregory J | SVP, GENERAL COUNSEL | Sell | $419.30K |
| Jun 16, 2025 | Straumins Jennifer | - | Sell | $1.62M |
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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