We are live on ! Find out more
CALX icon

Calix
CALX

97 hedge funds and large institutions have $267M invested in Calix in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,982% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $89K

90% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 20

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 96 → 97 (+1)

2% more capital invested

Capital invested by funds: $261M → $267M (+$6.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2.17% less ownership

Funds ownership: 64.38% → 62.21% (-2.2%)

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
38
Reduced
20
Closed
13
Calls
$1.85M
Puts
$89K
Net Calls
+$1.76M
Net Calls Change
+$1.07M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.24M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.37M
3
EGI
EAM Global Investors
California
+$1.24M
4
Morgan Stanley
Morgan Stanley
New York
+$1.06M
5
EI
EAM Investors
California
+$987K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$9.57M
2
NC
Nokomis Capital
Texas
-$2.75M
3
Victory Capital Management
Victory Capital Management
Texas
-$1.87M
4
Millennium Management
Millennium Management
New York
-$1.59M
5
HCM
Horrell Capital Management
Arkansas
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$1.14M +$37.9K +4,960 +4%
TCIM
27
TIAA CREF Investment Management
New York
$1.13M +$330K +43,277 +45%
EI
28
EAM Investors
California
$1.05M +$987K +129,204 New
PI
29
PEAK6 Investments
Illinois
$983K +$927K +121,378 New
GCP
30
GSA Capital Partners
United Kingdom
$905K – – –
Deutsche Bank
31
Deutsche Bank
Germany
$843K +$146K +19,143 +23%
TA
32
Teachers Advisors
New York
$754K +$75.3K +9,856 +12%
Two Sigma Investments
33
Two Sigma Investments
New York
$752K +$630K +82,481 +795%
Bank of America
34
Bank of America
North Carolina
$693K +$602K +78,885 +1,176%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$606K -$97.7K -12,800 -15%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$596K +$562K +73,583 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$570K -$29K -3,800 -5%
Invesco
38
Invesco
Georgia
$567K +$1.76K +230 +0.3%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$547K +$3.45K +452 +0.7%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$546K +$44.4K +5,813 +9%
Citadel Advisors
41
Citadel Advisors
Florida
$544K +$289K +37,864 +130%
Wells Fargo
42
Wells Fargo
California
$525K +$17.4K +2,276 +4%
Squarepoint
43
Squarepoint
New York
$498K +$470K +61,521 New
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$488K +$460K +60,279 New
MC
45
Menta Capital
California
$469K -$13.2K -1,734 -3%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$449K – – –
SPM
47
Symmetry Peak Management
Pennsylvania
$429K +$405K +53,000 New
Barclays
48
Barclays
United Kingdom
$419K +$48.9K +6,405 +14%
ACM
49
Aviance Capital Management
Florida
$415K -$110K -14,469 -22%
BB
50
Bell Bank
North Dakota
$411K – – –
1
2
3 4 5

CALX Hedge Fund Activity: Q3 2018 in Review

97 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q3 2018, worth a combined $267M — up 2.5% from $261M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CALX positions and 13 closed out — a net gain of 3 holders — while 38 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $3.24M. The largest seller was Ameriprise, cutting an estimated $9.57M.

  • 97 institutional investors held Calix (CALX) as of Q3 2018, up from 96 in Q2 2018.
  • Funds reported $267M of Calix stock for Q3 2018, up 2.5% quarter-over-quarter.
  • 16 funds opened new Calix positions in Q3 2018 and 13 closed out, a net change of +3 holders.
  • The largest Calix buyer in Q3 2018 was BlackRock, an estimated $3.24M added.
  • The largest Calix seller in Q3 2018 was Ameriprise, an estimated $9.57M sold.

Based on aggregated 13F filings for Q3 2018.