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CALY

Callaway Golf Company

225 hedge funds and large institutions have $919M invested in Callaway Golf Company in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

12% more capital invested

Capital invested by funds: $820M → $919M (+$99.3M)

5% more funds holding

Funds holding: 215225 (+10)

1.57% more ownership

Funds ownership: 85.39%86.96% (+1.6%)

6% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 78

11% less call options, than puts

Call options by funds: $3.82M | Put options by funds: $4.3M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
225
Holders Change
+10
Holders Change %
+4.65%
% of All Funds
6%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
37
Increased
73
Reduced
78
Closed
27
Calls
$3.82M
Puts
$4.3M
Net Calls
-$480K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$75.3M +$5.54M +496,803 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$59.5M -$1.68M -150,862 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$57.5M +$9.19M +824,458 +20%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.4M +$39.7M +3,562,200 New
Victory Capital Management
5
Victory Capital Management
Texas
$31.6M -$5.6M -502,600 -16%
SAM
6
Scopus Asset Management
New York
$30.8M
BIT
7
BlackRock Institutional Trust
California
$29M +$2.09M +187,206 +8%
State Street
8
State Street
Massachusetts
$24.1M +$4.28M +383,395 +23%
PIM
9
Platinum Investment Management
Australia
$22.5M -$1.31M -117,500 -6%
NCMU
10
NAYA Capital Management (UK)
United Kingdom
$21.5M +$4.15M +372,261 +25%
Fidelity International
11
Fidelity International
Bermuda
$20.9M +$20M +1,797,730 New
YCM
12
Yost Capital Management
Texas
$20.1M -$5.84M -524,010 -23%
BCA
13
Bernzott Capital Advisors
California
$19.2M +$676K +60,580 +4%
Ameriprise
14
Ameriprise
Minnesota
$17.9M +$1.28M +114,618 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.3M +$2.63M +236,192 +20%
PAIM
16
Punch & Associates Investment Management
Minnesota
$13.9M -$427K -38,287 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13M -$1.76M -158,007 -12%
NC
18
Northpointe Capital
Michigan
$12.9M -$2.57M -230,653 -17%
Northern Trust
19
Northern Trust
Illinois
$12.7M +$121K +10,853 +1%
TAM
20
THB Asset Management
Connecticut
$11.5M -$2.82M -252,740 -20%
Wells Fargo
21
Wells Fargo
California
$10.8M -$12.4K -1,113 -0.1%
Norges Bank
22
Norges Bank
Norway
$10.7M +$898K +80,545 +9%
Goldman Sachs
23
Goldman Sachs
New York
$10.5M +$6.99M +626,876 +226%
TA
24
Teachers Advisors
New York
$10.4M +$7.77M +696,798 +355%
CCI
25
Columbus Circle Investors
$9.94M +$9.55M +855,962 New

CALY Hedge Fund Activity: Q3 2016 in Review

225 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Callaway Golf Company (CALY) for Q3 2016, worth a combined $919M — up 12% from $820M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CALY positions and 27 closed out — a net gain of 10 holders — while 73 added to existing stakes and 78 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $39.7M. The largest seller was Park West Asset Management, exiting entirely with an estimated $27.2M sold.

  • 225 institutional investors held Callaway Golf Company (CALY) as of Q3 2016, up from 215 in Q2 2016.
  • Funds reported $919M of Callaway Golf Company stock for Q3 2016, up 12% quarter-over-quarter.
  • 37 funds opened new Callaway Golf Company positions in Q3 2016 and 27 closed out, a net change of +10 holders.
  • The largest Callaway Golf Company buyer in Q3 2016 was Fidelity Investments, an estimated $39.7M added.
  • The largest Callaway Golf Company seller in Q3 2016 was Park West Asset Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2016.