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Calix
CALX

85 hedge funds and large institutions have $194M invested in Calix in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

14% more capital invested

Capital invested by funds: $171M → $194M (+$23.7M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 83 → 85 (+2)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

2.4% less ownership

Funds ownership: 67.23% → 64.84% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.93%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
19
Increased
28
Reduced
27
Closed
17
Calls
–
Puts
$10K
Net Calls
-$10K
Net Calls Change
-$10K

Top Buyers

1
DCM
Divisar Capital Management
California
+$3.94M
2
TI
Trigran Investments
Illinois
+$2.37M
3
NC
Nokomis Capital
Texas
+$2.03M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.52M
5
Millennium Management
Millennium Management
New York
+$1.02M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$6.12M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$3.69M
3
LAM
Lapides Asset Management
Connecticut
-$1.66M
4
VCM
Voce Capital Management
California
-$1.4M
5
SFM
Soros Fund Management
New York
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
51
Trexquant Investment
Connecticut
$183K +$186K +30,766 New
AllianceBernstein
52
AllianceBernstein
Tennessee
$181K -$8.78K -1,450 -5%
SPM
53
Symmetry Peak Management
Pennsylvania
$176K +$179K +29,600 New
AIG
54
American International Group
New York
$172K +$829 +137 +0.5%
DC
55
Diametric Capital
Massachusetts
$163K +$166K +27,472 New
Citadel Advisors
56
Citadel Advisors
Florida
$158K -$33.4K -5,512 -17%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$158K – – –
VOYA Investment Management
58
VOYA Investment Management
Georgia
$151K -$13.1K -2,171 -8%
PP
59
Paloma Partners
Connecticut
$145K +$147K +24,320 New
Simplex Trading
60
Simplex Trading
Illinois
$135K +$138K +22,816 New
MIM
61
MetLife Investment Management
New Jersey
$127K +$130K +21,419 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$123K -$282K -46,512 -69%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$122K +$6.37K +1,052 +5%
BFM
64
Boothbay Fund Management
New York
$107K +$108K +17,925 New
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$81.9K +$51.9K +8,573 +165%
PCM
66
Prelude Capital Management
New York
$80K +$81.5K +13,473 New
CS
67
Credit Suisse
Switzerland
$77K -$258K -42,631 -77%
Legal & General Group
68
Legal & General Group
United Kingdom
$71K +$8.65K +1,429 +14%
GXMC
69
Global X Management Company
New York
$64K +$28.2K +4,661 +75%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$62K +$63.6K +10,504 New
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$58K +$20.4K +3,367 +53%
UBS Group
72
UBS Group
Switzerland
$39K +$1.09K +180 +3%
Parallax Volatility Advisers
73
Parallax Volatility Advisers
California
$39K +$39.7K +6,552 New
Citigroup
74
Citigroup
New York
$38K +$37.9K +6,261 +6,957%
Group One Trading
75
Group One Trading
Illinois
$36K – – –
1 2
3
4

CALX Hedge Fund Activity: Q4 2017 in Review

85 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2017, worth a combined $194M — up 14% from $171M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CALX positions and 17 closed out — a net gain of 2 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Divisar Capital Management, adding an estimated $3.94M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $6.12M sold.

  • 85 institutional investors held Calix (CALX) as of Q4 2017, up from 83 in Q3 2017.
  • Funds reported $194M of Calix stock for Q4 2017, up 14% quarter-over-quarter.
  • 19 funds opened new Calix positions in Q4 2017 and 17 closed out, a net change of +2 holders.
  • The largest Calix buyer in Q4 2017 was Divisar Capital Management, an estimated $3.94M added.
  • The largest Calix seller in Q4 2017 was Alyeska Investment Group, an estimated $6.12M sold.

Based on aggregated 13F filings for Q4 2017.