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Calix
CALX

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-7
Holders Change %
-5.51%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
18
Increased
43
Reduced
36
Closed
25
Calls
$406K
Puts
$143K
Net Calls
+$263K
Net Calls Change
+$289K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$12.8M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$5.81M
3
TC
TFS Capital
Pennsylvania
$5.13M
4
HCM
Horrell Capital Management
Arkansas
$5.04M
5
PIM
PCO Investment Management
California
$5.65M

Top Sellers

1
ICM
Invicta Capital Management
New York
$0
2
LAM
Lapides Asset Management
Connecticut
$15.9M
3
SFM
Systematic Financial Management
New Jersey
$0
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$320K +$320K +38,100 New
LI
77
LMCG Investments
Massachusetts
$307K +$135K +16,026 +78%
FMBTD
78
First Midwest Bank Trust Division
Illinois
$293K +$293K +34,909 New
MAM
79
Meeder Asset Management
Ohio
$286K – – –
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$260K – – –
NFA
81
Nationwide Fund Advisors
Ohio
$253K -$73.3K -8,727 -22%
EGA
82
Eagle Global Advisors
Texas
$232K +$232K +27,670 New
VOYA Investment Management
83
VOYA Investment Management
Georgia
$225K – – –
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$223K – – –
AIG
85
American International Group
New York
$219K – – –
BFM
86
Boothbay Fund Management
New York
$216K +$216K +25,694 New
Capital Fund Management (CFM)
87
Capital Fund Management (CFM)
France
$215K +$215K +25,661 New
UBS AM
88
UBS AM
Illinois
$212K +$9.22K +1,100 +5%
GCP
89
GSA Capital Partners
United Kingdom
$207K +$18.5K +2,200 +10%
Tudor Investment Corp
90
Tudor Investment Corp
Connecticut
$192K -$120K -14,297 -38%
JPTCCM
91
J.P. Turner & Co Capital Management
Georgia
$168K – – –
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$146K +$146K +17,400 New
CCMH
93
Cornerstone Capital Management Holdings
New York
$145K +$145K +17,300 New
Deutsche Bank
94
Deutsche Bank
Germany
$127K -$1.04M -126,353 -89%
Barclays
95
Barclays
United Kingdom
$119K +$99.1K +12,344 +498%
ACI
96
AMP Capital Investors
Australia
$106K +$106K +12,851 New
Principal Financial Group
97
Principal Financial Group
Iowa
$98K +$98K +11,695 New
Nomura Holdings
98
Nomura Holdings
Japan
$90K +$90K +10,755 New
ARTA
99
A.R.T. Advisors
New York
$85K -$675K -81,081 -89%
AllianceBernstein
100
AllianceBernstein
Tennessee
$83K -$1.68K -200 -2%
2 3
4
5 6