Calix
CALX
117 hedge funds and large institutions have $299M invested in Calix in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 28 closing their positions.
0.26% less ownership
Funds ownership: 62.64% → 62.38% (-0.26%)
6% less funds holding
Funds holding: 124 → 117 (-7)
24% less capital invested
Capital invested by funds: $394M → $299M (-$94.8M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
25% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 28
38% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 52
48% less call options, than puts
Call options by funds: $383K | Put options by funds: $730K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$20M |
| 2 |
PAWC
P.A.W. Capital
Greenwich,
Connecticut
|
+$4.63M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$3.16M |
| 4 |
Renaissance Technologies
New York
|
+$3M |
| 5 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$11.3M |
| 2 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
|
-$7.26M |
| 3 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
-$5.32M |
| 4 |
CM
Castleark Management
Chicago,
Illinois
|
-$5.27M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.4M |
CALX Hedge Fund Activity: Q4 2013 in Review
117 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2013, worth a combined $299M — down 24% from $394M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of CALX and 21 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 32 added.
The largest buyer was Wellington Management Group, adding an estimated $20M. The largest seller was Northpointe Capital, exiting entirely with an estimated $11.3M sold.
- 117 institutional investors held Calix (CALX) as of Q4 2013, down from 124 in Q3 2013.
- Funds reported $299M of Calix stock for Q4 2013, down 24% quarter-over-quarter.
- 21 funds opened new Calix positions in Q4 2013 and 28 closed out, a net change of -7 holders.
- The largest Calix buyer in Q4 2013 was Wellington Management Group, an estimated $20M added.
- The largest Calix seller in Q4 2013 was Northpointe Capital, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2013.