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Calix
CALX

Overview Fund Activity

260 hedge funds and large institutions have $1.91B invested in Calix in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 90 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
45
Increased
99
Reduced
90
Closed
44
Calls
$7.53M
Puts
$3.72M
Net Calls
+$3.81M
Net Calls Change
-$18.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$363M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$243M
3
TI
3
Trigran Investments
Illinois
$28.2M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$68.4M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$20.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.71M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.69M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$22M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$4.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
226
Covestor
United Kingdom
$9K -$36.4K -1,154 -80%
LI
227
LRI Investments
Florida
$7.63K +$7.63K +230 New
AF
228
Allworth Financial
California
$7.5K +$199 +6 +3%
LC
229
Lindbrook Capital
California
$6.86K +$5.54K +167 +418%
CG
230
Cutler Group
California
$6K – – –
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$4.24K -$1.46K -44 -26%
Macquarie Group
232
Macquarie Group
Australia
$4K -$20.1M -598,408 -100%
Ohio Public Employees Retirement System (OPERS)
233
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.48K +$3.48K +105 New
CA
234
Crewe Advisors
Utah
$2.89K +$2.89K +87 New
GI
235
GAMMA Investing
California
$2.59K +$166 +5 +7%
FCA
236
FinTrust Capital Advisors
South Carolina
$2.16K – – –
IA
237
IFP Advisors
Florida
$1.96K – – –
PA
238
Parallel Advisors
California
$1.76K +$1.23K +37 +231%
GRP
239
Global Retirement Partners
California
$1.33K – – –
HWP
240
Highline Wealth Partners
California
$1.23K – – –
CTC
241
Central Trust Company
Missouri
$1.19K – – –
FFA
242
Farther Finance Advisors
California
$1.01K -$357 -11 -26%
CAL
243
Capital Advisors Ltd
Ohio
$1K +$762 +16 +320%
CIA
244
Cape Investment Advisory
Georgia
$928 +$928 +28 New
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$895 – – –
MSG
246
Main Street Group
Virginia
$876 – – –
BIA
247
Bell Investment Advisors
California
$863 – – –
UB
248
UMB Bank
Missouri
$796 +$796 +24 New
JWA
249
JFS Wealth Advisors
Pennsylvania
$597 -$299 -9 -33%
PWMG
250
Private Wealth Management Group
New Jersey
$465 +$465 +14 New
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