Calix
CALX
214 hedge funds and large institutions have $4.11B invested in Calix in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 22 closing their positions.
118% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 22
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
65% more capital invested
Capital invested by funds: $2.5B → $4.11B (+$1.62B)
60% more call options, than puts
Call options by funds: $46.1M | Put options by funds: $28.7M
13% more funds holding
Funds holding: 190 → 214 (+24)
1.41% more ownership
Funds ownership: 79.61% → 81.02% (+1.4%)
24% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$146M |
| 2 |
Millennium Management
New York
|
+$95.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$70M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.8M |
| 5 |
BlackRock
New York
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$38.7M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$34M |
| 3 |
Bank of New York Mellon
New York
|
-$24.5M |
| 4 |
Renaissance Technologies
New York
|
-$19.8M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$19.2M |
CALX Hedge Fund Activity: Q4 2021 in Review
214 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2021, worth a combined $4.11B — up 65% from $2.5B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new CALX positions and 22 closed out — a net gain of 26 holders — while 63 added to existing stakes and 83 trimmed.
The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $146M. The largest seller was Ameriprise, cutting an estimated $38.7M.
- 214 institutional investors held Calix (CALX) as of Q4 2021, up from 190 in Q3 2021.
- Funds reported $4.11B of Calix stock for Q4 2021, up 65% quarter-over-quarter.
- 48 funds opened new Calix positions in Q4 2021 and 22 closed out, a net change of +26 holders.
- The largest Calix buyer in Q4 2021 was Whale Rock Capital Management, an estimated $146M added.
- The largest Calix seller in Q4 2021 was Ameriprise, an estimated $38.7M sold.
Based on aggregated 13F filings for Q4 2021.