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118 hedge funds and large institutions have $276M invested in Calix in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $5.73M | Put options by funds: $1.55M

2.4% more ownership

Funds ownership: 63.9%66.3% (+2.4%)

1% less funds holding

Funds holding: 119118 (-1)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

17% less capital invested

Capital invested by funds: $331M → $276M (-$55.1M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
26
Increased
36
Reduced
42
Closed
27
Calls
$5.73M
Puts
$1.55M
Net Calls
+$4.17M
Net Calls Change
+$4.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$33.2M +$1.15M +129,974 +3%
DCM
2
Divisar Capital Management
California
$23.8M +$183K +20,781 +0.7%
Renaissance Technologies
3
Renaissance Technologies
New York
$23M +$678K +76,900 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$22.7M -$303K -34,311 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$19.4M +$812K +92,062 +4%
NC
6
Nokomis Capital
Texas
$14.8M -$314K -35,657 -2%
LAM
7
Lapides Asset Management
Connecticut
$13.1M +$1.25M +141,200 +9%
VCM
8
Voce Capital Management
California
$9.65M +$882K +100,000 +9%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$9.12M -$715K -81,116 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.01M +$504K +57,108 +6%
State Street
11
State Street
Massachusetts
$6.28M +$261K +29,630 +4%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$5.33M +$999K +113,296 +20%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$4.98M +$2.75M +312,425 +93%
LLL
14
Lynrock Lake LP
New York
$4.83M +$5.53M +626,666 New
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$4.37M +$3.72M +421,922 +289%
AQR Capital Management
16
AQR Capital Management
Connecticut
$4.15M +$4.38M +496,493 +1,177%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$4.14M -$3.99M -452,638 -46%
Northern Trust
18
Northern Trust
Illinois
$4.12M -$18.9K -2,146 -0.4%
FA
19
Friess Associates
Delaware
$3.79M -$1.55M -175,382 -26%
HCM
20
Horrell Capital Management
Arkansas
$3.7M +$1.36M +154,000 +47%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$3.17M +$3.62M +411,028 New
Charles Schwab
22
Charles Schwab
California
$2.73M +$989K +112,200 +46%
WMSA
23
Weiss Multi-Strategy Advisers
New York
$2.5M +$2.87M +325,000 New
HAI
24
Hennessy Advisors Inc
California
$2.48M +$2.84M +322,500 New
HIM
25
Hillsdale Investment Management
Ontario, Canada
$2.25M +$414K +47,000 +19%

CALX Hedge Fund Activity: Q1 2019 in Review

118 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q1 2019, worth a combined $276M — down 17% from $331M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CALX and 26 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 36 added.

The largest buyer was Lynrock Lake LP, opening a new position worth an estimated $5.53M. The largest seller was Millennium Management, cutting an estimated $4.29M.

  • 118 institutional investors held Calix (CALX) as of Q1 2019, down from 119 in Q4 2018.
  • Funds reported $276M of Calix stock for Q1 2019, down 17% quarter-over-quarter.
  • 26 funds opened new Calix positions in Q1 2019 and 27 closed out, a net change of -1 holder.
  • The largest Calix buyer in Q1 2019 was Lynrock Lake LP, an estimated $5.53M added.
  • The largest Calix seller in Q1 2019 was Millennium Management, an estimated $4.29M sold.

Based on aggregated 13F filings for Q1 2019.