Calix
CALX
89 hedge funds and large institutions have $224M invested in Calix in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 9 closing their positions.
297% more call options, than puts
Call options by funds: $699K | Put options by funds: $176K
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
15% more capital invested
Capital invested by funds: $194M → $224M (+$29.6M)
5% more funds holding
Funds holding: 85 → 89 (+4)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.59% less ownership
Funds ownership: 64.84% → 63.25% (-1.6%)
20% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$2.7M |
| 2 |
PG
PEAK6 Group
Chicago,
Illinois
|
+$1.02M |
| 3 |
DCM
Divisar Capital Management
San Francisco,
California
|
+$968K |
| 4 |
LSC
Lyon Street Capital
Sausalito,
California
|
+$968K |
| 5 |
NC
Nokomis Capital
Dallas,
Texas
|
+$735K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
-$2.86M |
| 2 |
Two Sigma Investments
New York
|
-$1.21M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$607K |
| 4 |
BlackRock
New York
|
-$531K |
| 5 |
MC
Menta Capital
San Francisco,
California
|
-$446K |
CALX Hedge Fund Activity: Q1 2018 in Review
89 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q1 2018, worth a combined $224M — up 15% from $194M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CALX positions and 9 closed out — a net gain of 4 holders — while 28 added to existing stakes and 35 trimmed.
The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $2.7M. The largest seller was Trigran Investments, exiting entirely with an estimated $2.86M sold.
- 89 institutional investors held Calix (CALX) as of Q1 2018, up from 85 in Q4 2017.
- Funds reported $224M of Calix stock for Q1 2018, up 15% quarter-over-quarter.
- 13 funds opened new Calix positions in Q1 2018 and 9 closed out, a net change of +4 holders.
- The largest Calix buyer in Q1 2018 was Alyeska Investment Group, an estimated $2.7M added.
- The largest Calix seller in Q1 2018 was Trigran Investments, an estimated $2.86M sold.
Based on aggregated 13F filings for Q1 2018.