Callaway Golf Company
CALY
181 hedge funds and large institutions have $607M invested in Callaway Golf Company in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 51 reducing their positions, and 18 closing their positions.
89% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 18
57% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 51
21% more capital invested
Capital invested by funds: $502M → $607M (+$106M)
8% more funds holding
Funds holding: 167 → 181 (+14)
3.42% less ownership
Funds ownership: 100.1% → 96.68% (-3.4%)
22% less call options, than puts
Call options by funds: $757K | Put options by funds: $976K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$6.56M |
| 2 |
BA
Broadview Advisors
Milwaukee,
Wisconsin
|
+$4.43M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$4.28M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$3.92M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$3.62M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.1M |
| 2 |
WI
WHV Investments
San Francisco,
California
|
-$9.86M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
-$8.4M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$5.41M |
| 5 |
PCM
Proxima Capital Management
New York
|
-$4.84M |
CALY Hedge Fund Activity: Q4 2013 in Review
181 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Callaway Golf Company (CALY) for Q4 2013, worth a combined $607M — up 21% from $502M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new CALY positions and 18 closed out — a net gain of 16 holders — while 80 added to existing stakes and 51 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.56M. The largest seller was Fidelity Investments, exiting entirely with an estimated $21.1M sold.
- 181 institutional investors held Callaway Golf Company (CALY) as of Q4 2013, up from 167 in Q3 2013.
- Funds reported $607M of Callaway Golf Company stock for Q4 2013, up 21% quarter-over-quarter.
- 34 funds opened new Callaway Golf Company positions in Q4 2013 and 18 closed out, a net change of +16 holders.
- The largest Callaway Golf Company buyer in Q4 2013 was Morgan Stanley, an estimated $6.56M added.
- The largest Callaway Golf Company seller in Q4 2013 was Fidelity Investments, an estimated $21.1M sold.
Based on aggregated 13F filings for Q4 2013.