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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Divisar Capital Management
San Francisco,
California
|
+$3.94M |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$2.37M |
| 3 |
NC
Nokomis Capital
Dallas,
Texas
|
+$2.03M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$1.52M |
| 5 |
Millennium Management
New York
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$6.12M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.69M |
| 3 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
-$1.66M |
| 4 |
VCM
Voce Capital Management
San Francisco,
California
|
-$1.4M |
| 5 |
SFM
Soros Fund Management
New York
|
-$1.35M |
CALX Hedge Fund Activity: Q4 2017 in Review
85 of the 4,419 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.