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CALY

Callaway Golf Company

164 hedge funds and large institutions have $607M invested in Callaway Golf Company in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $676K

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

0.31% more ownership

Funds ownership: 93.79%94.1% (+0.31%)

4% less funds holding

Funds holding: 171164 (-7)

18% less capital invested

Capital invested by funds: $740M → $607M (-$133M)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
164
Holders Change
-7
Holders Change %
-4.09%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
18
Increased
68
Reduced
52
Closed
25
Calls
$1.1M
Puts
$676K
Net Calls
+$426K
Net Calls Change
+$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$53.2M +$2.75M +319,639 +5%
Invesco
2
Invesco
Georgia
$46M -$316K -36,691 -0.7%
BFA
3
BlackRock Fund Advisors
California
$33M -$2.22M -257,765 -6%
TAM
4
THB Asset Management
Connecticut
$30.7M +$12.2M +1,417,978 +62%
Vanguard Group
5
Vanguard Group
Pennsylvania
$22M +$503K +58,434 +2%
KG
6
Killen Group
Pennsylvania
$20.6M +$376K +43,705 +2%
PIM
7
Platinum Investment Management
Australia
$20.5M -$2.55M -296,500 -11%
LI
8
LMCG Investments
Massachusetts
$19.8M +$3.63M +421,239 +22%
Victory Capital Management
9
Victory Capital Management
Texas
$18.3M +$2.71M +314,542 +17%
BIT
10
BlackRock Institutional Trust
California
$17.9M +$125K +14,496 +0.7%
GIM
11
Granahan Investment Management
Massachusetts
$16.4M +$16.9M +1,967,800 New
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$15.3M -$813K -94,500 -5%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$14.1M +$1.24M +143,747 +9%
Franklin Resources
14
Franklin Resources
California
$13.5M -$136K -15,810 -1%
HCM
15
Huber Capital Management
California
$13M +$758K +88,124 +6%
RA
16
Royce & Associates
New York
$12.8M -$6.78M -787,766 -34%
Ameriprise
17
Ameriprise
Minnesota
$12.7M -$1.06M -123,114 -7%
Norges Bank
18
Norges Bank
Norway
$12.2M +$6.31M +733,589 +100%
State Street
19
State Street
Massachusetts
$12M +$24.3K +2,827 +0.2%
Wells Fargo
20
Wells Fargo
California
$11.6M +$5.69M +661,625 +90%
SAM
21
Scopus Asset Management
New York
$10.8M +$1.78M +206,300 +19%
PAIM
22
Punch & Associates Investment Management
Minnesota
$8.68M -$10.8K -1,257 -0.1%
DCM
23
Dorsal Capital Management
California
$8.32M +$4.48M +520,000 +108%
Northern Trust
24
Northern Trust
Illinois
$7.77M -$443K -51,467 -5%
GWI
25
Grace & White Inc
New York
$7.33M +$312K +36,300 +4%

CALY Hedge Fund Activity: Q2 2014 in Review

164 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Callaway Golf Company (CALY) for Q2 2014, worth a combined $607M — down 18% from $740M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CALY and 18 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 68 added.

The largest buyer was Granahan Investment Management, opening a new position worth an estimated $16.9M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $18.9M sold.

  • 164 institutional investors held Callaway Golf Company (CALY) as of Q2 2014, down from 171 in Q1 2014.
  • Funds reported $607M of Callaway Golf Company stock for Q2 2014, down 18% quarter-over-quarter.
  • 18 funds opened new Callaway Golf Company positions in Q2 2014 and 25 closed out, a net change of -7 holders.
  • The largest Callaway Golf Company buyer in Q2 2014 was Granahan Investment Management, an estimated $16.9M added.
  • The largest Callaway Golf Company seller in Q2 2014 was Wedge Capital Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2014.