Calix
CALX
119 hedge funds and large institutions have $331M invested in Calix in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 13 closing their positions.
177% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 13
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
24% more capital invested
Capital invested by funds: $267M → $331M (+$63.5M)
23% more funds holding
Funds holding: 97 → 119 (+22)
1.69% more ownership
Funds ownership: 62.21% → 63.9% (+1.7%)
7% less call options, than puts
Call options by funds: $1.75M | Put options by funds: $1.87M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$8.62M |
| 2 |
BlackRock
New York
|
+$7.27M |
| 3 |
Millennium Management
New York
|
+$4.7M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.22M |
| 5 |
D.E. Shaw & Co
New York
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Nokomis Capital
Dallas,
Texas
|
-$16.7M |
| 2 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
-$11.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.8M |
| 4 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$2.04M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$1.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PHK
126
Point72 Hong Kong
Hong Kong
| – | -$27K | -3,350 | Closed |
|
|
PCM
127
Prelude Capital Management
New York
| – | -$25K | -3,100 | Closed |
|
128
Walleye Trading
New York
| – | -$7K | -900 | Closed |
|
|
PWAG
129
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$4K | -500 | Closed |
|
|
AG
130
Advisor Group
Phoenix,
Arizona
| – | -$592 | -68 | -74% |
|
CALX Hedge Fund Activity: Q4 2018 in Review
119 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2018, worth a combined $331M — up 24% from $267M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new CALX positions and 13 closed out — a net gain of 23 holders — while 38 added to existing stakes and 27 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $8.62M. The largest seller was Nokomis Capital, cutting an estimated $16.7M.
- 119 institutional investors held Calix (CALX) as of Q4 2018, up from 97 in Q3 2018.
- Funds reported $331M of Calix stock for Q4 2018, up 24% quarter-over-quarter.
- 36 funds opened new Calix positions in Q4 2018 and 13 closed out, a net change of +23 holders.
- The largest Calix buyer in Q4 2018 was Lord, Abbett & Co, an estimated $8.62M added.
- The largest Calix seller in Q4 2018 was Nokomis Capital, an estimated $16.7M sold.
Based on aggregated 13F filings for Q4 2018.