Calix
CALX
274 hedge funds and large institutions have $3.58B invested in Calix in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 107 increasing their positions, 87 reducing their positions, and 13 closing their positions.
354% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 13
164% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $5.78M
23% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 87
19% more funds holding
Funds holding: 230 → 274 (+44)
8% more capital invested
Capital invested by funds: $3.31B → $3.58B (+$276M)
0.32% less ownership
Funds ownership: 82.96% → 82.64% (-0.32%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$37.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$22.2M |
| 4 |
Axa
Paris,
France
|
+$21.6M |
| 5 |
JP Morgan Chase
New York
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$49.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$38.5M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$31.9M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$29.5M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$13.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VRS
276
Virginia Retirement Systems
Richmond,
Virginia
| – | -$660K | -10,800 | Closed |
|
277
Balyasny Asset Management
Chicago,
Illinois
| – | -$467K | -7,645 | Closed |
|
278
D.E. Shaw & Co
New York
| – | -$511K | -7,603 | Closed |
|
|
IA
279
Inspire Advisors
Meridian,
Idaho
| – | -$437K | -7,145 | Closed |
|
|
QT
280
Quantamental Technologies
White Plains,
New York
| – | -$414K | -6,773 | Closed |
|
281
Acadian Asset Management
Boston,
Massachusetts
| – | -$338K | -5,520 | Closed |
|
|
PAG
282
Private Advisor Group
Morristown,
New Jersey
| – | -$276K | -4,509 | Closed |
|
|
PI
283
PEAK6 Investments
Chicago,
Illinois
| – | -$56.9K | -847 | Closed |
|
|
GWSG
284
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$17K | -275 | Closed |
|
|
SFO
285
Standard Family Office
Sioux Falls,
South Dakota
| – | -$2K | -40 | Closed |
|
|
SFG
286
Steward Financial Group
Colleyville,
Texas
| – | +$807 | +12 | New |
|
CALX Hedge Fund Activity: Q4 2022 in Review
274 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2022, worth a combined $3.58B — up 8.3% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new CALX positions and 13 closed out — a net gain of 46 holders — while 107 added to existing stakes and 87 trimmed.
The largest buyer was Ameriprise, adding an estimated $38.7M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $49.1M sold.
- 274 institutional investors held Calix (CALX) as of Q4 2022, up from 230 in Q3 2022.
- Funds reported $3.58B of Calix stock for Q4 2022, up 8.3% quarter-over-quarter.
- 59 funds opened new Calix positions in Q4 2022 and 13 closed out, a net change of +46 holders.
- The largest Calix buyer in Q4 2022 was Ameriprise, an estimated $38.7M added.
- The largest Calix seller in Q4 2022 was Alyeska Investment Group, an estimated $49.1M sold.
Based on aggregated 13F filings for Q4 2022.