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Calix
CALX

Overview Fund Activity

263 hedge funds and large institutions have $2.5B invested in Calix in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-13
Holders Change %
-4.71%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
30
Increased
103
Reduced
100
Closed
41
Calls
$30.4M
Puts
$8.15M
Net Calls
+$22.2M
Net Calls Change
+$21M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$232M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$70.4M
3
Morgan Stanley
Morgan Stanley
New York
$43.5M
4
EIP
Epoch Investment Partners
New York
$41.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$42.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$28.8M
2
OAM
Ophir Asset Management
Australia
$0
3
IECM
Intrinsic Edge Capital Management
Illinois
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$625K
5
RCMC
RK Capital Management (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
N
226
Natixis
France
$15.6K -$743 -17 -5%
BTI
227
Blue Trust Inc
Georgia
$13K -$20.5K -460 -61%
CAS
228
Coppell Advisory Solutions
Texas
$12.3K -$16.6K -381 -57%
GWSG
229
GPS Wealth Strategies Group
Colorado
$12K – – –
JFGIW
230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.2K +$10.2K +233 New
AF
231
Allworth Financial
California
$9.61K +$7.82K +179 +437%
CG
232
Cutler Group
California
$9K +$9K +208 New
PVH
233
Psagot Value Holdings
Israel
$8K +$2.95K +66 +58%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$7.52K -$4.02K -92 -35%
FHA
235
First Horizon Advisors
Tennessee
$6.6K – – –
WT
236
Whittier Trust
California
$4.37K – – –
FCA
237
FinTrust Capital Advisors
South Carolina
$2.84K – – –
IA
238
IFP Advisors
Florida
$2.58K -$568 -13 -18%
GI
239
GAMMA Investing
California
$2.42K +$2.42K +73 New
BAM
240
Byrne Asset Management
New Jersey
$2.17K -$4.34K -100 -67%
FFA
241
Farther Finance Advisors
California
$1.84K +$175 +4 +11%
EC
242
EntryPoint Capital
New York
$1.79K +$1.79K +41 New
LC
243
Lindbrook Capital
California
$1.75K -$175 -4 -9%
GRP
244
Global Retirement Partners
California
$1.71K -$343 -8 -17%
HWP
245
Highline Wealth Partners
California
$1.62K – – –
CTC
246
Central Trust Company
Missouri
$1.57K – – –
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$1.22K +$218 +5 +22%
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$1.18K – – –
JWA
249
JFS Wealth Advisors
Pennsylvania
$1.18K +$87 +2 +8%
MSG
250
Main Street Group
Virginia
$1.18K +$1.18K +27 New
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