Calix
CALX
203 hedge funds and large institutions have $1.82B invested in Calix in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 67 reducing their positions, and 40 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
37% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 67
0.56% more ownership
Funds ownership: 81.6% → 82.16% (+0.56%)
12% less funds holding
Funds holding: 230 → 203 (-27)
16% less call options, than puts
Call options by funds: $4.88M | Put options by funds: $5.78M
20% less capital invested
Capital invested by funds: $2.26B → $1.82B (-$441M)
53% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$31.9M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$23.1M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$18.9M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$10.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$9.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$49.7M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$38.1M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$17.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$14M |
| 5 |
Renaissance Technologies
New York
|
-$11.3M |
CALX Hedge Fund Activity: Q2 2022 in Review
203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q2 2022, worth a combined $1.82B — down 20% from $2.26B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of CALX and 19 opened new positions — a net loss of 21 holders — while 67 trimmed existing stakes and 92 added.
The largest buyer was Wellington Management Group, adding an estimated $31.9M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $49.7M.
- 203 institutional investors held Calix (CALX) as of Q2 2022, down from 230 in Q1 2022.
- Funds reported $1.82B of Calix stock for Q2 2022, down 20% quarter-over-quarter.
- 19 funds opened new Calix positions in Q2 2022 and 40 closed out, a net change of -21 holders.
- The largest Calix buyer in Q2 2022 was Wellington Management Group, an estimated $31.9M added.
- The largest Calix seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $49.7M sold.
Based on aggregated 13F filings for Q2 2022.