Calix
CALX
86 hedge funds and large institutions have $237M invested in Calix in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 14 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 30
6% more capital invested
Capital invested by funds: $223M → $237M (+$13.8M)
1.28% less ownership
Funds ownership: 67.28% → 66% (-1.3%)
9% less funds holding
Funds holding: 95 → 86 (-9)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
64% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Soros Fund Management
New York
|
+$1.44M |
| 2 |
Parallax Volatility Advisers
San Francisco,
California
|
+$1.03M |
| 3 |
Renaissance Technologies
New York
|
+$936K |
| 4 |
Millennium Management
New York
|
+$751K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$706K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$3.1M |
| 2 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
|
-$1.89M |
| 3 |
VCM
Voce Capital Management
San Francisco,
California
|
-$506K |
| 4 |
ARTA
A.R.T. Advisors
New York
|
-$502K |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$478K |
CALX Hedge Fund Activity: Q3 2016 in Review
86 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q3 2016, worth a combined $237M — up 6.2% from $223M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CALX and 5 opened new positions — a net loss of 9 holders — while 30 trimmed existing stakes and 33 added.
The largest buyer was Soros Fund Management, adding an estimated $1.44M. The largest seller was Alyeska Investment Group, cutting an estimated $3.1M.
- 86 institutional investors held Calix (CALX) as of Q3 2016, down from 95 in Q2 2016.
- Funds reported $237M of Calix stock for Q3 2016, up 6.2% quarter-over-quarter.
- 5 funds opened new Calix positions in Q3 2016 and 14 closed out, a net change of -9 holders.
- The largest Calix buyer in Q3 2016 was Soros Fund Management, an estimated $1.44M added.
- The largest Calix seller in Q3 2016 was Alyeska Investment Group, an estimated $3.1M sold.
Based on aggregated 13F filings for Q3 2016.