Cal-Maine
CALM
154 hedge funds and large institutions have $768M invested in Cal-Maine in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more call options, than puts
Call options by funds: $3.25M | Put options by funds: $2.32M
14% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 49
8% more funds holding
Funds holding: 143 → 154 (+11)
5% more capital invested
Capital invested by funds: $732M → $768M (+$35.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$10.6M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$9.65M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$6.49M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.5M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.4M |
| 2 |
TAM
Third Avenue Management
New York
|
-$10.6M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.01M |
| 4 |
RA
Royce & Associates
New York
|
-$3.92M |
| 5 |
JP Morgan Chase
New York
|
-$3.68M |
CALM Hedge Fund Activity: Q1 2014 in Review
154 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Cal-Maine (CALM) for Q1 2014, worth a combined $768M — up 4.8% from $732M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CALM positions and 10 closed out — a net gain of 12 holders — while 56 added to existing stakes and 49 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 143 in Q4 2013.
- Funds reported $768M of Cal-Maine stock for Q1 2014, up 4.8% quarter-over-quarter.
- 22 funds opened new Cal-Maine positions in Q1 2014 and 10 closed out, a net change of +12 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.