Calix
CALX
129 hedge funds and large institutions have $629M invested in Calix in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 11 closing their positions.
388% more call options, than puts
Call options by funds: $781K | Put options by funds: $160K
255% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 11
34% more capital inflows, than outflows
Capital inflows: $97.8M | Capital outflows: $72.9M
26% more funds holding
Funds holding: 102 → 129 (+27)
24% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 34
3.31% more ownership
Funds ownership: 71.28% → 74.59% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$18.5M |
| 2 |
G2 Investment Partners Management
New York
|
+$7.68M |
| 3 |
Gilder Gagnon Howe & Co
New York
|
+$7.32M |
| 4 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$5.98M |
| 5 |
Bank of New York Mellon
New York
|
+$4.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.8M |
| 2 |
Paradigm Capital Management Inc
Albany,
New York
|
-$7.58M |
| 3 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$7.38M |
| 4 |
Heartland Advisors
Milwaukee,
Wisconsin
|
-$7.35M |
| 5 |
Friess Associates
Greenville,
Delaware
|
-$6.58M |
CALX Hedge Fund Activity: Q2 2020 in Review
129 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q2 2020, worth a combined $629M — up 120% from $285M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new CALX positions and 11 closed out — a net gain of 28 holders — while 42 added to existing stakes and 34 trimmed.
The largest buyer was Hood River Capital Management, opening a new position worth an estimated $18.5M. The largest seller was Wellington Management Group, cutting an estimated $12.8M.
- 129 institutional investors held Calix (CALX) as of Q2 2020, up from 102 in Q1 2020.
- Funds reported $629M of Calix stock for Q2 2020, up 120% quarter-over-quarter.
- 39 funds opened new Calix positions in Q2 2020 and 11 closed out, a net change of +28 holders.
- The largest Calix buyer in Q2 2020 was Hood River Capital Management, an estimated $18.5M added.
- The largest Calix seller in Q2 2020 was Wellington Management Group, an estimated $12.8M sold.
Based on aggregated 13F filings for Q2 2020.