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230 hedge funds and large institutions have $3.31B invested in Calix in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more funds holding in top 10

Funds holding in top 10: 313 (+10)

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

82% more capital invested

Capital invested by funds: $1.82B → $3.31B (+$1.49B)

59% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $10.1M

13% more funds holding

Funds holding: 203230 (+27)

10% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 78

0.8% more ownership

Funds ownership: 82.16%82.96% (+0.8%)

Holders
230
Holders Change
+27
Holders Change %
+13.3%
% of All Funds
3.96%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.22%
New
47
Increased
86
Reduced
78
Closed
19
Calls
$16.1M
Puts
$10.1M
Net Calls
+$5.98M
Net Calls Change
+$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$4.43M -$76.2K -1,425 -2%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.11M -$39.7K -742 -1%
MIM
78
MetLife Investment Management
New Jersey
$3.99M +$32.1K +601 +0.9%
Jane Street
79
Jane Street
New York
$3.88M +$1.86M +34,726 +121%
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$3.84M +$3.36M +62,855 New
AQR Capital Management
81
AQR Capital Management
Connecticut
$3.8M +$1.74M +32,634 +110%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$3.78M +$72.8K +1,361 +2%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$3.51M +$902K +16,873 +42%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$3.13M +$1.42M +26,625 +108%
Squarepoint
85
Squarepoint
New York
$3.11M -$3.69M -69,074 -58%
CS
86
Credit Suisse
Switzerland
$2.93M +$25.5K +477 +1%
MOACM
87
Mutual of America Capital Management
New York
$2.79M -$47K -879 -2%
UBS AM
88
UBS AM
Illinois
$2.77M -$578K -10,805 -19%
MC
89
Mount Capital
United Kingdom
$2.72M -$236K -4,412 -9%
Comerica Bank
90
Comerica Bank
Texas
$2.58M +$944K +17,655 +70%
CSCSIM
91
Clear Sky Carbon Solutions Investment Management
Texas
$2.57M -$160K -3,000 -7%
TPSF
92
Texas Permanent School Fund
Texas
$2.5M +$35.3K +660 +2%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$2.45M +$2.14M +40,000 New
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$2.41M -$1.38M -25,826 -40%
AB
95
Amalgamated Bank
New York
$2.39M +$79.4K +1,485 +4%
Wells Fargo
96
Wells Fargo
California
$2.33M -$509K -9,527 -20%
AG
97
Algert Global
California
$2.23M +$737K +13,785 +61%
EGI
98
EAM Global Investors
California
$2.13M +$1.86M +34,850 New
Canada Life
99
Canada Life
Manitoba, Canada
$2.05M -$36.1K -676 -2%
First Trust Advisors
100
First Trust Advisors
Illinois
$1.92M +$54.5K +1,019 +3%

CALX Hedge Fund Activity: Q3 2022 in Review

230 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q3 2022, worth a combined $3.31B — up 82% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CALX positions and 19 closed out — a net gain of 28 holders — while 86 added to existing stakes and 78 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $48.2M. The largest seller was AllianceBernstein, cutting an estimated $60.9M.

  • 230 institutional investors held Calix (CALX) as of Q3 2022, up from 203 in Q2 2022.
  • Funds reported $3.31B of Calix stock for Q3 2022, up 82% quarter-over-quarter.
  • 47 funds opened new Calix positions in Q3 2022 and 19 closed out, a net change of +28 holders.
  • The largest Calix buyer in Q3 2022 was Driehaus Capital Management, an estimated $48.2M added.
  • The largest Calix seller in Q3 2022 was AllianceBernstein, an estimated $60.9M sold.

Based on aggregated 13F filings for Q3 2022.