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Calix
CALX

127 hedge funds and large institutions have $346M invested in Calix in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

40% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $326M → $346M (+$19.6M)

5% more funds holding

Funds holding: 121 → 127 (+6)

0.55% more ownership

Funds ownership: 67.05% → 67.6% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

34% less call options, than puts

Call options by funds: $51K | Put options by funds: $77K

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
49
Reduced
35
Closed
14
Calls
$51K
Puts
$77K
Net Calls
-$26K
Net Calls Change
-$439K

Top Buyers

1
ICM
Invicta Capital Management
New York
+$5.97M
2
Millennium Management
Millennium Management
New York
+$3.85M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.65M
4
NC
Northpointe Capital
Michigan
+$3.12M
5
QI
QS Investors
New York
+$3.01M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$11.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11M
3
Ameriprise
Ameriprise
Minnesota
-$3.96M
4
PAAMCP
Pacific Alternative Asset Management Company (PAAMCO)
California
-$3.77M
5
FC
Foundation Capital
California
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
126
Whittier Trust
California
$1K – – –
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$275 – – –
Fidelity Investments
128
Fidelity Investments
Massachusetts
– -$11M -1,150,300 Closed
PAAMCP
129
Pacific Alternative Asset Management Company (PAAMCO)
California
– -$3.77M -394,494 Closed
WA
130
Whitebox Advisors
Minnesota
– -$1.5M -156,749 Closed
BCM
131
Brightfield Capital Management
New York
– -$977K -102,122 Closed
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
– -$890K -93,000 Closed
AAP
133
Ardsley Advisory Partners
Connecticut
– -$335K -35,000 Closed
ACI
134
AMP Capital Investors
Australia
– -$268K -28,251 Closed
GMIM
135
General Motors Investment Management
New York
– -$222K -23,238 Closed
ProShare Advisors
136
ProShare Advisors
Maryland
– -$156K -16,284 Closed
PSC
137
Piper Sandler & Co
Minnesota
– -$145K -15,100 Closed
Verition Fund Management
138
Verition Fund Management
Connecticut
– -$128K -13,421 Closed
Nomura Holdings
139
Nomura Holdings
Japan
– -$120K -12,663 Closed
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
– -$24.1K -2,514 Closed
EAM
141
EverPoint Asset Management
Connecticut
– -$18K -1,925 Closed
2 3 4 5
6

CALX Hedge Fund Activity: Q4 2014 in Review

127 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2014, worth a combined $346M — up 6% from $326M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CALX positions and 14 closed out — a net gain of 10 holders — while 49 added to existing stakes and 35 trimmed.

The largest buyer was Invicta Capital Management, opening a new position worth an estimated $5.97M. The largest seller was Goldman Sachs, cutting an estimated $11.6M.

  • 127 institutional investors held Calix (CALX) as of Q4 2014, up from 121 in Q3 2014.
  • Funds reported $346M of Calix stock for Q4 2014, up 6% quarter-over-quarter.
  • 24 funds opened new Calix positions in Q4 2014 and 14 closed out, a net change of +10 holders.
  • The largest Calix buyer in Q4 2014 was Invicta Capital Management, an estimated $5.97M added.
  • The largest Calix seller in Q4 2014 was Goldman Sachs, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2014.