Calix
CALX
192 hedge funds and large institutions have $1.44B invested in Calix in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 54 increasing their positions, 69 reducing their positions, and 14 closing their positions.
1,269% more call options, than puts
Call options by funds: $58.6M | Put options by funds: $4.28M
286% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
79% more capital invested
Capital invested by funds: $804M → $1.44B (+$632M)
26% more funds holding
Funds holding: 152 → 192 (+40)
4.48% more ownership
Funds ownership: 73.72% → 78.2% (+4.5%)
22% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$25.9M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$25.5M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$24.8M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$18.8M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LLL
Lynrock Lake LP
Rye Brook,
New York
|
-$43.6M |
| 2 |
D.E. Shaw & Co
New York
|
-$14.8M |
| 3 |
MCM
Masters Capital Management
Atlanta,
Georgia
|
-$12.3M |
| 4 |
Two Sigma Investments
New York
|
-$10.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$10.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$39K | -2,157 | Closed |
|
|
JSC
202
Jackson Square Capital
San Francisco,
California
| – | -$21K | -1,195 | Closed |
|
|
CSPIA
203
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$18K | -1,000 | Closed |
|
|
PCM
204
Prelude Capital Management
New York
| – | -$12K | -700 | Closed |
|
|
BCA
205
Berman Capital Advisors
Atlanta,
Georgia
| – | +$272 | +11 | New |
|
CALX Hedge Fund Activity: Q4 2020 in Review
192 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2020, worth a combined $1.44B — up 79% from $804M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new CALX positions and 14 closed out — a net gain of 40 holders — while 54 added to existing stakes and 69 trimmed.
The largest buyer was Psagot Value Holdings, opening a new position worth an estimated $25.9M. The largest seller was Lynrock Lake LP, cutting an estimated $43.6M.
- 192 institutional investors held Calix (CALX) as of Q4 2020, up from 152 in Q3 2020.
- Funds reported $1.44B of Calix stock for Q4 2020, up 79% quarter-over-quarter.
- 54 funds opened new Calix positions in Q4 2020 and 14 closed out, a net change of +40 holders.
- The largest Calix buyer in Q4 2020 was Psagot Value Holdings, an estimated $25.9M added.
- The largest Calix seller in Q4 2020 was Lynrock Lake LP, an estimated $43.6M sold.
Based on aggregated 13F filings for Q4 2020.