Calix
CALX
120 hedge funds and large institutions have $285M invested in Calix in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 25 closing their positions.
184% more call options, than puts
Call options by funds: $406K | Put options by funds: $143K
19% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 36
2% less ownership
Funds ownership: 67.6% → 65.61% (-2%)
6% less funds holding
Funds holding: 127 → 120 (-7)
18% less capital invested
Capital invested by funds: $346M → $285M (-$60.8M)
28% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 25
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.26M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$6.22M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$4.54M |
| 4 |
HCM
Horrell Capital Management
Little Rock,
Arkansas
|
+$2.69M |
| 5 |
PIM
PCO Investment Management
Mill Valley,
California
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
-$6.34M |
| 2 |
ICM
Invicta Capital Management
New York
|
-$6.01M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$4.74M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$4.15M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.57M |
CALX Hedge Fund Activity: Q1 2015 in Review
120 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q1 2015, worth a combined $285M — down 18% from $346M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of CALX and 18 opened new positions — a net loss of 7 holders — while 36 trimmed existing stakes and 43 added.
The largest buyer was Ameriprise, adding an estimated $7.26M. The largest seller was Lapides Asset Management, cutting an estimated $6.34M.
- 120 institutional investors held Calix (CALX) as of Q1 2015, down from 127 in Q4 2014.
- Funds reported $285M of Calix stock for Q1 2015, down 18% quarter-over-quarter.
- 18 funds opened new Calix positions in Q1 2015 and 25 closed out, a net change of -7 holders.
- The largest Calix buyer in Q1 2015 was Ameriprise, an estimated $7.26M added.
- The largest Calix seller in Q1 2015 was Lapides Asset Management, an estimated $6.34M sold.
Based on aggregated 13F filings for Q1 2015.