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95 hedge funds and large institutions have $223M invested in Calix in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,070% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $37K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more funds holding

Funds holding: 9095 (+5)

1.68% more ownership

Funds ownership: 65.59%67.28% (+1.7%)

0% less capital invested

Capital invested by funds: $223M → $223M (-$507K)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
2.53%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
14
Increased
30
Reduced
33
Closed
8
Calls
$1.54M
Puts
$37K
Net Calls
+$1.51M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
101
VSR Financial Services
Kansas
-$82K -11,549 Closed
TDC
102
Thompson Davis & Co
Virginia
-$3.42K -500 -100%
CG
103
Cutler Group
California
-$198 -29 Closed

CALX Hedge Fund Activity: Q2 2016 in Review

95 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q2 2016, worth a combined $223M — down 0.23% from $223M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CALX positions and 8 closed out — a net gain of 6 holders — while 30 added to existing stakes and 33 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.65M. The largest seller was Fidelity Investments, cutting an estimated $3.99M.

  • 95 institutional investors held Calix (CALX) as of Q2 2016, up from 90 in Q1 2016.
  • Funds reported $223M of Calix stock for Q2 2016, down 0.23% quarter-over-quarter.
  • 14 funds opened new Calix positions in Q2 2016 and 8 closed out, a net change of +6 holders.
  • The largest Calix buyer in Q2 2016 was Ameriprise, an estimated $4.65M added.
  • The largest Calix seller in Q2 2016 was Fidelity Investments, an estimated $3.99M sold.

Based on aggregated 13F filings for Q2 2016.