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Cal-Maine
CALM

154 hedge funds and large institutions have $773M invested in Cal-Maine in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

55% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $2.05M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

8% more funds holding

Funds holding: 142 → 154 (+12)

4% more capital invested

Capital invested by funds: $744M → $773M (+$28.4M)

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
4.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
56
Reduced
50
Closed
9
Calls
$3.18M
Puts
$2.05M
Net Calls
+$1.13M
Net Calls Change
+$2.71M

Top Buyers

1
Invesco
Invesco
Georgia
+$10.6M
2
FMI
Fiduciary Management Inc
Wisconsin
+$9.65M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$6.49M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.5M
5
BIT
BlackRock Institutional Trust
California
+$4.47M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.4M
2
TAM
Third Avenue Management
New York
-$10.6M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$7.01M
4
RA
Royce & Associates
New York
-$3.92M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
26
BB&T Securities
Virginia
$6.15M -$182K -6,650 -25%
Principal Financial Group
27
Principal Financial Group
Iowa
$6M +$262K +9,604 +5%
IMIM
28
Irving Magee Investment Management
Pennsylvania
$5.62M – – –
Morgan Stanley
29
Morgan Stanley
New York
$5.54M +$1.3M +47,498 +37%
Wells Fargo
30
Wells Fargo
California
$5.12M -$594K -21,740 -12%
HCM
31
Hodges Capital Management
Texas
$4.98M +$4.33M +158,700 New
Ameriprise
32
Ameriprise
Minnesota
$4.74M +$111K +4,056 +3%
PCA
33
Personal Capital Advisors
California
$4.05M +$810K +29,650 +30%
TCIM
34
TIAA CREF Investment Management
New York
$3.68M -$36.6K -1,340 -1%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$3.34M +$49.2K +1,800 +2%
Charles Schwab
36
Charles Schwab
California
$3.23M +$214K +7,840 +8%
BIM
37
BlackRock Investment Management
Delaware
$3.19M +$27.1K +994 +1%
PP
38
PDT Partners
New York
$2.97M +$594K +21,754 +30%
Millennium Management
39
Millennium Management
New York
$2.86M +$1.93M +70,640 +346%
SAM
40
Shell Asset Management
Netherlands
$2.23M -$7.87K -288 -0.4%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$2.08M +$27.3K +1,000 +2%
MLIM
42
Mountain Lake Investment Management
Florida
$2M +$1.74M +63,694 New
PPA
43
Parametric Portfolio Associates
Washington
$1.96M +$3.82K +140 +0.2%
DIA
44
Dean Investment Associates
Ohio
$1.91M -$4.64K -170 -0.3%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.89M -$344K -12,600 -17%
ERSOT
46
Employees Retirement System of Texas
Texas
$1.88M -$1.58M -58,000 -49%
GC
47
Guggenheim Capital
Illinois
$1.82M -$85K -3,114 -5%
HCM
48
Highbridge Capital Management
New York
$1.81M +$1.58M +57,796 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.69M +$5.46K +200 +0.4%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.66M +$8.79K +322 +0.6%
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CALM Hedge Fund Activity: Q1 2014 in Review

154 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Cal-Maine (CALM) for Q1 2014, worth a combined $773M — up 3.8% from $744M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CALM positions and 9 closed out — a net gain of 13 holders — while 56 added to existing stakes and 50 trimmed.

The largest buyer was Invesco, adding an estimated $10.6M. The largest seller was Fidelity Investments, exiting entirely with an estimated $25.4M sold.

  • 154 institutional investors held Cal-Maine (CALM) as of Q1 2014, up from 142 in Q4 2013.
  • Funds reported $773M of Cal-Maine stock for Q1 2014, up 3.8% quarter-over-quarter.
  • 22 funds opened new Cal-Maine positions in Q1 2014 and 9 closed out, a net change of +13 holders.
  • The largest Cal-Maine buyer in Q1 2014 was Invesco, an estimated $10.6M added.
  • The largest Cal-Maine seller in Q1 2014 was Fidelity Investments, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2014.