Calix
CALX
183 hedge funds and large institutions have $2.31B invested in Calix in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 38 closing their positions.
35% more capital invested
Capital invested by funds: $1.71B → $2.31B (+$594M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.86% less ownership
Funds ownership: 79.18% → 77.32% (-1.9%)
8% less funds holding
Funds holding: 198 → 183 (-15)
13% less call options, than puts
Call options by funds: $26.9M | Put options by funds: $31.1M
27% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 81
39% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$36.2M |
| 2 |
Bank of New York Mellon
New York
|
+$33.9M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$21.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$21.5M |
| 5 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$29.7M |
| 2 |
MCM
Masters Capital Management
Atlanta,
Georgia
|
-$22M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$15.5M |
| 4 |
Renaissance Technologies
New York
|
-$14.6M |
| 5 |
BlackRock
New York
|
-$13.6M |
CALX Hedge Fund Activity: Q2 2021 in Review
183 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q2 2021, worth a combined $2.31B — up 35% from $1.71B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of CALX and 23 opened new positions — a net loss of 15 holders — while 81 trimmed existing stakes and 59 added.
The largest buyer was Altshuler Shaham, opening a new position worth an estimated $36.2M. The largest seller was Psagot Value Holdings, exiting entirely with an estimated $29.7M sold.
- 183 institutional investors held Calix (CALX) as of Q2 2021, down from 198 in Q1 2021.
- Funds reported $2.31B of Calix stock for Q2 2021, up 35% quarter-over-quarter.
- 23 funds opened new Calix positions in Q2 2021 and 38 closed out, a net change of -15 holders.
- The largest Calix buyer in Q2 2021 was Altshuler Shaham, an estimated $36.2M added.
- The largest Calix seller in Q2 2021 was Psagot Value Holdings, an estimated $29.7M sold.
Based on aggregated 13F filings for Q2 2021.