MIIM
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Mesirow Institutional Investment Management’s Calix CALX Stock Holding History

Mesirow Institutional Investment Management’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$13.4M Buy
385,323
+23,646
+7% +$832K 1.03% 54
2024
Q3 		$14M Buy
361,677
+3,030
+0.8% +$111K 1.07% 42
2024
Q2 		$12.7M Buy
358,647
+29,367
+9% +$945K 1.11% 41
2024
Q1 		$10.9M Sell
329,280
-72,174
-18% -$2.69M 0.97% 58
2023
Q4 		$17.5M Buy
401,454
+52,882
+15% +$2.11M 1.64% 5
2023
Q3 		$16M Buy
348,572
+91,342
+36% +$4.13M 1.62% 5
2023
Q2 		$12.8M Buy
257,230
+247,680
+2,594% +$11.9M 1.32% 23
2023
Q1 		$512K Buy
9,550
+3,450
+57% +$188K 0.06% 136
2022
Q4 		$417K Sell
6,100
-112,645
-95% -$7.57M 0.05% 108
2022
Q3 		$7.26M Buy
+118,745
New +$6.35M 1.05% 49

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Mesirow Institutional Investment Management's CALX Position: Q4 2024 in Review

Mesirow Institutional Investment Management increased its Calix (CALX) stake by 6.5% in Q4 2024, buying an estimated $832K and bringing the position to 385,323 shares worth $13.4M. The position accounts for 1.03% of the portfolio, ranked #54.

Mesirow Institutional Investment Management first reported a position in CALX in Q3 2022 and has held it in 10 quarters since. The position peaked at $17.5M in Q4 2023. 253 funds tracked by Wall St. Rank hold CALX as of Q4 2024.

  • Mesirow Institutional Investment Management held 385,323 shares of Calix worth $13.4M as of Q4 2024.
  • Mesirow Institutional Investment Management bought 23,646 Calix shares in Q4 2024, an estimated $832K.
  • Calix made up 1.03% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #54 holding.
  • Mesirow Institutional Investment Management first reported a position in Calix in Q3 2022 and has held it in 10 quarters since.
  • Mesirow Institutional Investment Management's Calix position peaked at $17.5M in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Calix as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.