Calix
CALX
230 hedge funds and large institutions have $2.26B invested in Calix in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 50 closing their positions.
34% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 50
22% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 65
7% more funds holding
Funds holding: 214 → 230 (+16)
0.58% more ownership
Funds ownership: 81.02% → 81.6% (+0.58%)
34% less call options, than puts
Call options by funds: $6.35M | Put options by funds: $9.65M
45% less capital invested
Capital invested by funds: $4.11B → $2.26B (-$1.86B)
80% less funds holding in top 10
Funds holding in top 10: 10 → 2 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$118M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$73.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$32.4M |
| 4 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$25M |
| 5 |
Morgan Stanley
New York
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$73.3M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$73.2M |
| 3 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$67.9M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$35.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
276
SJS Investment Consulting
Sylvania,
Ohio
| – | +$51 | +1 | New |
|
|
DI
277
Disciplined Investments
Tulsa,
Oklahoma
| – | +$354 | +7 | New |
|
278
Rockefeller Capital Management
New York
| – | +$456 | +9 | New |
|
CALX Hedge Fund Activity: Q1 2022 in Review
230 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q1 2022, worth a combined $2.26B — down 45% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new CALX positions and 50 closed out — a net gain of 17 holders — while 79 added to existing stakes and 65 trimmed.
The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Millennium Management, cutting an estimated $73.3M.
- 230 institutional investors held Calix (CALX) as of Q1 2022, up from 214 in Q4 2021.
- Funds reported $2.26B of Calix stock for Q1 2022, down 45% quarter-over-quarter.
- 67 funds opened new Calix positions in Q1 2022 and 50 closed out, a net change of +17 holders.
- The largest Calix buyer in Q1 2022 was BlackRock, an estimated $118M added.
- The largest Calix seller in Q1 2022 was Millennium Management, an estimated $73.3M sold.
Based on aggregated 13F filings for Q1 2022.