Calix
CALX
263 hedge funds and large institutions have $2.5B invested in Calix in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 100 reducing their positions, and 41 closing their positions.
272% more call options, than puts
Call options by funds: $30.4M | Put options by funds: $8.15M
4.59% more ownership
Funds ownership: 82.28% → 86.87% (+4.6%)
3% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 100
0% less capital invested
Capital invested by funds: $2.51B → $2.5B (-$7.36M)
5% less funds holding
Funds holding: 276 → 263 (-13)
27% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 41
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$117M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$54M |
| 3 |
Morgan Stanley
New York
|
+$28.5M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$25.7M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$30.8M |
| 2 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$26.9M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$23.7M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$20.7M |
| 5 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$14.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
301
Sunbelt Securities
Houston,
Texas
| – | -$1.42K | -31 | Closed |
|
302
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$1.15K | -25 | Closed |
|
|
VNA
303
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -15 | Closed |
|
CALX Hedge Fund Activity: Q4 2023 in Review
263 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2023, worth a combined $2.5B — down 0.29% from $2.51B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of CALX and 30 opened new positions — a net loss of 11 holders — while 100 trimmed existing stakes and 103 added.
The largest buyer was AllianceBernstein, adding an estimated $117M. The largest seller was Ameriprise, cutting an estimated $30.8M.
- 263 institutional investors held Calix (CALX) as of Q4 2023, down from 276 in Q3 2023.
- Funds reported $2.5B of Calix stock for Q4 2023, down 0.29% quarter-over-quarter.
- 30 funds opened new Calix positions in Q4 2023 and 41 closed out, a net change of -11 holders.
- The largest Calix buyer in Q4 2023 was AllianceBernstein, an estimated $117M added.
- The largest Calix seller in Q4 2023 was Ameriprise, an estimated $30.8M sold.
Based on aggregated 13F filings for Q4 2023.