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Calix
CALX

Overview Fund Activity

124 hedge funds and large institutions have $394M invested in Calix in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+14
Holders Change %
+12.73%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
27
Increased
52
Reduced
33
Closed
13
Calls
$1.93M
Puts
$568K
Net Calls
+$1.36M
Net Calls Change
+$514K

Top Buyers

1
NC
1
Northpointe Capital
Michigan
$11.3M
2
RCAMU
2
Rothschild & Co Asset Management US
Connecticut
$9.04M
3
Ameriprise
3
Ameriprise
Minnesota
$33.7M
4
CM
4
Castleark Management
Illinois
$5.27M
5
HCS
5
Harvest Capital Strategies
California
$5.32M

Top Sellers

1
SST
1
S Squared Technology
New York
$7.43M
2
BIT
2
BlackRock Institutional Trust
California
$15.8M
3
SPM
3
Symmetry Peak Management
Pennsylvania
$7.27M
4
Millennium Management
4
Millennium Management
New York
$2.1M
5
SFM
5
Systematic Financial Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BJ
101
BlackRock Japan
Japan
$197K – – –
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$181K -$39.5K -3,100 -18%
CCMH
103
Cornerstone Capital Management Holdings
New York
$167K +$167K +13,100 New
NCCM
104
Nine Chapters Capital Management
New Jersey
$165K +$165K +13,000 New
ACI
105
AMP Capital Investors
Australia
$164K – – –
Bank of America
106
Bank of America
North Carolina
$159K -$190K -14,867 -54%
Citigroup
107
Citigroup
New York
$145K -$34.1K -2,684 -19%
P
108
Pitcairn
Pennsylvania
$142K +$142K +11,140 New
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$138K -$31.9K -2,503 -19%
SG Americas Securities
110
SG Americas Securities
New York
$102K +$102K +8,026 New
Federated Hermes
111
Federated Hermes
Pennsylvania
$71K +$71K +5,611 New
HMS
112
Hanseatic Management Services
New Mexico
$60K +$154 +12 +0.3%
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$55K +$25.1K +1,951 +84%
Creative Planning
114
Creative Planning
Kansas
$53K +$20.8K +1,645 +65%
TRCT
115
Tower Research Capital (TRC)
New York
$45K +$45K +3,488 New
MAA
116
Managed Account Advisors
New Jersey
$44K +$7.29K +569 +20%
FMA
117
FNY Managed Accounts
New York
$32K +$32K +2,500 New
Walleye Trading
118
Walleye Trading
New York
$23K +$23K +1,800 New
BlackRock
119
BlackRock
New York
$14K – – –
ECM
120
ETrade Capital Management
Virginia
$14K +$14K +1,082 New
Wells Fargo
121
Wells Fargo
California
$5K – – –
WT
122
Whittier Trust
California
$1K – – –
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$1K +$1K +114 New
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$410 -$12 -922 -3%
SFM
125
Systematic Financial Management
New Jersey
– -$3.43M -339,250 Closed
2 3 4
5
6