Calix
CALX
267 hedge funds and large institutions have $2.71B invested in Calix in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 88 reducing their positions, and 39 closing their positions.
780% more call options, than puts
Call options by funds: $15.6M | Put options by funds: $1.77M
30% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 88
0.33% more ownership
Funds ownership: 81.75% → 82.08% (+0.33%)
8% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 39
1% less funds holding
Funds holding: 271 → 267 (-4)
6% less capital invested
Capital invested by funds: $2.9B → $2.71B (-$184M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
+$25.6M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$25.1M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$22.7M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$15.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$70.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$47.3M |
| 3 |
Neuberger Berman Group
New York
|
-$43.5M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$20M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$15.7M |
CALX Hedge Fund Activity: Q2 2023 in Review
267 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q2 2023, worth a combined $2.71B — down 6.4% from $2.9B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of CALX and 36 opened new positions — a net loss of 3 holders — while 88 trimmed existing stakes and 114 added.
The largest buyer was Westfield Capital Management, opening a new position worth an estimated $25.6M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $70.4M sold.
- 267 institutional investors held Calix (CALX) as of Q2 2023, down from 271 in Q1 2023.
- Funds reported $2.71B of Calix stock for Q2 2023, down 6.4% quarter-over-quarter.
- 36 funds opened new Calix positions in Q2 2023 and 39 closed out, a net change of -3 holders.
- The largest Calix buyer in Q2 2023 was Westfield Capital Management, an estimated $25.6M added.
- The largest Calix seller in Q2 2023 was Hood River Capital Management, an estimated $70.4M sold.
Based on aggregated 13F filings for Q2 2023.