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Calix
CALX

85 hedge funds and large institutions have $194M invested in Calix in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

14% more capital invested

Capital invested by funds: $171M → $194M (+$23.7M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 83 → 85 (+2)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

2.4% less ownership

Funds ownership: 67.23% → 64.84% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.93%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
19
Increased
28
Reduced
27
Closed
17
Calls
–
Puts
$10K
Net Calls
-$10K
Net Calls Change
-$10K

Top Buyers

1
DCM
Divisar Capital Management
California
+$3.94M
2
TI
Trigran Investments
Illinois
+$2.37M
3
NC
Nokomis Capital
Texas
+$2.03M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.52M
5
Millennium Management
Millennium Management
New York
+$1.02M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$6.12M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$3.69M
3
LAM
Lapides Asset Management
Connecticut
-$1.66M
4
VCM
Voce Capital Management
California
-$1.4M
5
SFM
Soros Fund Management
New York
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1
Nokomis Capital
Texas
$24.3M +$2.03M +335,674 +9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.8M -$263K -43,499 -1%
LAM
3
Lapides Asset Management
Connecticut
$17.7M -$1.66M -274,000 -8%
DCM
4
Divisar Capital Management
California
$17.2M +$3.94M +650,947 +29%
BlackRock
5
BlackRock
New York
$16.9M -$821K -135,731 -5%
Ameriprise
6
Ameriprise
Minnesota
$16.4M -$1.21M -200,090 -7%
Renaissance Technologies
7
Renaissance Technologies
New York
$15.7M -$450K -74,300 -3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$12.8M -$3.69M -608,853 -22%
VCM
9
Voce Capital Management
California
$6.03M -$1.4M -231,188 -19%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$5.49M +$50.5K +8,344 +0.9%
HCM
11
Horrell Capital Management
Arkansas
$5.15M -$156K -25,700 -3%
State Street
12
State Street
Massachusetts
$4.58M -$131K -21,633 -3%
TI
13
Trigran Investments
Illinois
$2.86M +$2.37M +392,404 +445%
Northern Trust
14
Northern Trust
Illinois
$2.84M -$125K -20,668 -4%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$2.38M +$808K +133,528 +50%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.96M -$180K -29,712 -8%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$1.74M +$429K +70,821 +32%
Victory Capital Management
18
Victory Capital Management
Texas
$1.5M +$1.52M +251,912 New
Two Sigma Investments
19
Two Sigma Investments
New York
$1.35M +$724K +119,628 +111%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.23M +$127K +20,945 +11%
Charles Schwab
21
Charles Schwab
California
$1.12M +$107K +17,716 +10%
Millennium Management
22
Millennium Management
New York
$1.12M +$1.02M +168,917 +842%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.08M -$106K -17,583 -9%
MC
24
Menta Capital
California
$921K -$760K -125,531 -45%
Morgan Stanley
25
Morgan Stanley
New York
$871K +$543K +89,641 +158%
1
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CALX Hedge Fund Activity: Q4 2017 in Review

85 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2017, worth a combined $194M — up 14% from $171M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CALX positions and 17 closed out — a net gain of 2 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Divisar Capital Management, adding an estimated $3.94M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $6.12M sold.

  • 85 institutional investors held Calix (CALX) as of Q4 2017, up from 83 in Q3 2017.
  • Funds reported $194M of Calix stock for Q4 2017, up 14% quarter-over-quarter.
  • 19 funds opened new Calix positions in Q4 2017 and 17 closed out, a net change of +2 holders.
  • The largest Calix buyer in Q4 2017 was Divisar Capital Management, an estimated $3.94M added.
  • The largest Calix seller in Q4 2017 was Alyeska Investment Group, an estimated $6.12M sold.

Based on aggregated 13F filings for Q4 2017.