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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 %
Wells Fargo
101
Wells Fargo
California
$78K +$39.8K +4,752 +104%
Group One Trading
102
Group One Trading
Illinois
$70K +$29.7K +3,517 +74%
BJ
103
BlackRock Japan
Japan
$68K – – –
UBS Group
104
UBS Group
Switzerland
$66K -$137K -16,367 -67%
Legal & General Group
105
Legal & General Group
United Kingdom
$62K – – –
Creative Planning
106
Creative Planning
Kansas
$43K – – –
Citigroup
107
Citigroup
New York
$28K -$40.7K -4,829 -59%
PCM
108
Prelude Capital Management
New York
$28K – – –
Bank of America
109
Bank of America
North Carolina
$21K -$94.8K -11,238 -82%
Walleye Trading
110
Walleye Trading
New York
$12K +$9.88K +1,134 +467%
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$10K +$129 +15 +1%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$8.29K +$8.29K +988 New
BlackRock
113
BlackRock
New York
$8K – – –
TRCT
114
Tower Research Capital (TRC)
New York
$5K -$6.79K -864 -58%
TDC
115
Thompson Davis & Co
Virginia
$2K – – –
JG
116
Jefferies Group
New York
$1K -$117K -12,590 -99%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$1K – – –
WT
118
Whittier Trust
California
$1K – – –
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$239 +$7 +888 +3%
ICM
120
Invicta Capital Management
New York
– -$6.01M -600,000 Closed
SFM
121
Systematic Financial Management
New Jersey
– -$4.74M -473,510 Closed
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
– -$4.15M -413,820 Closed
Wellington Management Group
123
Wellington Management Group
Massachusetts
– -$3.57M -356,199 Closed
EI
124
EAM Investors
California
– -$3.29M -327,800 Closed
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
– -$1.35M -134,391 Closed
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