Calix
CALX
83 hedge funds and large institutions have $171M invested in Calix in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 12 closing their positions.
2.22% more ownership
Funds ownership: 65.02% → 67.23% (+2.2%)
1% more funds holding
Funds holding: 82 → 83 (+1)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
23% less capital invested
Capital invested by funds: $222M → $171M (-$51.3M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Divisar Capital Management
San Francisco,
California
|
+$6.65M |
| 2 |
VCM
Voce Capital Management
San Francisco,
California
|
+$4.7M |
| 3 |
NC
Nokomis Capital
Dallas,
Texas
|
+$2.7M |
| 4 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
+$1.84M |
| 5 |
HCM
Horrell Capital Management
Little Rock,
Arkansas
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4M |
| 2 |
FA
Friess Associates
Greenville,
Delaware
|
-$1.61M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$1.52M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$968K |
| 5 |
SIM
Spark Investment Management
New York
|
-$863K |
CALX Hedge Fund Activity: Q3 2017 in Review
83 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q3 2017, worth a combined $171M — down 23% from $222M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CALX positions and 12 closed out — a net gain of 1 holder — while 27 added to existing stakes and 26 trimmed.
The largest buyer was Divisar Capital Management, adding an estimated $6.65M. The largest seller was Vanguard Group, cutting an estimated $4M.
- 83 institutional investors held Calix (CALX) as of Q3 2017, up from 82 in Q2 2017.
- Funds reported $171M of Calix stock for Q3 2017, down 23% quarter-over-quarter.
- 13 funds opened new Calix positions in Q3 2017 and 12 closed out, a net change of +1 holder.
- The largest Calix buyer in Q3 2017 was Divisar Capital Management, an estimated $6.65M added.
- The largest Calix seller in Q3 2017 was Vanguard Group, an estimated $4M sold.
Based on aggregated 13F filings for Q3 2017.