Calix
CALX
93 hedge funds and large institutions have $304M invested in Calix in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 7 closing their positions.
28% more capital invested
Capital invested by funds: $238M → $304M (+$66.3M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
12% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 34
1.35% more ownership
Funds ownership: 67.2% → 68.55% (+1.3%)
1% more funds holding
Funds holding: 92 → 93 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% less call options, than puts
Call options by funds: $824K | Put options by funds: $825K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.4M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$5.34M |
| 3 |
FA
Friess Associates
Greenville,
Delaware
|
+$4.91M |
| 4 |
Two Sigma Investments
New York
|
+$905K |
| 5 |
LLL
Lynrock Lake LP
Rye Brook,
New York
|
+$754K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$5.43M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$2.27M |
| 3 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
-$2.18M |
| 4 |
NRC
North Run Capital
Boston,
Massachusetts
|
-$2.09M |
| 5 |
D.E. Shaw & Co
New York
|
-$1.22M |
CALX Hedge Fund Activity: Q4 2019 in Review
93 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2019, worth a combined $304M — up 28% from $238M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CALX positions and 7 closed out — a net gain of 1 holder — while 38 added to existing stakes and 34 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $12.4M. The largest seller was Divisar Capital Management, cutting an estimated $5.43M.
- 93 institutional investors held Calix (CALX) as of Q4 2019, up from 92 in Q3 2019.
- Funds reported $304M of Calix stock for Q4 2019, up 28% quarter-over-quarter.
- 8 funds opened new Calix positions in Q4 2019 and 7 closed out, a net change of +1 holder.
- The largest Calix buyer in Q4 2019 was Wellington Management Group, an estimated $12.4M added.
- The largest Calix seller in Q4 2019 was Divisar Capital Management, an estimated $5.43M sold.
Based on aggregated 13F filings for Q4 2019.