Calix
CALX
96 hedge funds and large institutions have $243M invested in Calix in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
12% more funds holding
Funds holding: 86 → 96 (+10)
3% more capital invested
Capital invested by funds: $235M → $243M (+$8.06M)
1.24% less ownership
Funds ownership: 66% → 64.75% (-1.2%)
11% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 38
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$1.51M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.49M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.12M |
| 4 |
Renaissance Technologies
New York
|
+$852K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$819K |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$2.61M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.52M |
| 3 |
SFM
Soros Fund Management
New York
|
-$1.73M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$1.68M |
| 5 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$1.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$342 | +47 | New |
|
CALX Hedge Fund Activity: Q4 2016 in Review
96 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2016, worth a combined $243M — up 3.4% from $235M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CALX positions and 5 closed out — a net gain of 11 holders — while 34 added to existing stakes and 38 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $1.51M. The largest seller was Goldman Sachs, cutting an estimated $2.61M.
- 96 institutional investors held Calix (CALX) as of Q4 2016, up from 86 in Q3 2016.
- Funds reported $243M of Calix stock for Q4 2016, up 3.4% quarter-over-quarter.
- 16 funds opened new Calix positions in Q4 2016 and 5 closed out, a net change of +11 holders.
- The largest Calix buyer in Q4 2016 was Bank of New York Mellon, an estimated $1.51M added.
- The largest Calix seller in Q4 2016 was Goldman Sachs, an estimated $2.61M sold.
Based on aggregated 13F filings for Q4 2016.