Calix
CALX
96 hedge funds and large institutions have $261M invested in Calix in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 6 closing their positions.
345% more call options, than puts
Call options by funds: $890K | Put options by funds: $200K
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $224M → $261M (+$36.9M)
8% more funds holding
Funds holding: 89 → 96 (+7)
1.13% more ownership
Funds ownership: 63.25% → 64.38% (+1.1%)
19% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 37
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Friess Associates
Greenville,
Delaware
|
+$2.89M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$2.11M |
| 3 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$2.03M |
| 4 |
DCM
Divisar Capital Management
San Francisco,
California
|
+$1.15M |
| 5 |
BlackRock
New York
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$2.87M |
| 2 |
HCM
Horrell Capital Management
Little Rock,
Arkansas
|
-$1.59M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$802K |
| 4 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
-$587K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$392K |
CALX Hedge Fund Activity: Q2 2018 in Review
96 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q2 2018, worth a combined $261M — up 16% from $224M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CALX positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 37 trimmed.
The largest buyer was Friess Associates, opening a new position worth an estimated $2.89M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $2.87M sold.
- 96 institutional investors held Calix (CALX) as of Q2 2018, up from 89 in Q1 2018.
- Funds reported $261M of Calix stock for Q2 2018, up 16% quarter-over-quarter.
- 13 funds opened new Calix positions in Q2 2018 and 6 closed out, a net change of +7 holders.
- The largest Calix buyer in Q2 2018 was Friess Associates, an estimated $2.89M added.
- The largest Calix seller in Q2 2018 was Alyeska Investment Group, an estimated $2.87M sold.
Based on aggregated 13F filings for Q2 2018.