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Calix
CALX

Overview Fund Activity

254 hedge funds and large institutions have $2.04B invested in Calix in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
42
Increased
103
Reduced
90
Closed
44
Calls
$7.89M
Puts
$3.87M
Net Calls
+$4.03M
Net Calls Change
+$214K

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$22.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$215M
3
DCM
3
Divisar Capital Management
California
$15.9M
4
SCM
4
SG Capital Management
Illinois
$15.7M
5
SSA
5
Schonfeld Strategic Advisors
New York
$11.4M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$0
4
BlackRock
4
BlackRock
New York
$378M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$23.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
226
Triad Wealth Partners
Kansas
$2.34K +$2.34K +66 New
PA
227
Parallel Advisors
California
$2.3K +$425 +12 +23%
UB
228
UMB Bank
Missouri
$2.27K +$1.42K +40 +167%
FNWA
229
Financial Network Wealth Advisors
Utah
$2.02K +$2.02K +57 New
QL
230
Quarry LP
New York
$1.74K -$30.8K -868 -95%
GRP
231
Global Retirement Partners
California
$1.59K +$177 +5 +13%
AF
232
Advisornet Financial
Minnesota
$1.45K +$1.45K +41 New
FFO
233
Fortitude Family Office
Arizona
$1.42K +$1.42K +40 New
HWP
234
Highline Wealth Partners
California
$1.31K – – –
CTC
235
Central Trust Company
Missouri
$1.28K – – –
IA
236
IFP Advisors
Florida
$1.28K -$815 -23 -39%
RIL
237
Rothschild Investment LLC
Illinois
$1.24K +$1.06K +30 +600%
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$1.21K -$26.1K -758 -96%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$1.13K +$1.13K +32 New
VNA
240
Valley National Advisers
Pennsylvania
$1K +$1K +30 New
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$957 – – –
MSG
242
Main Street Group
Virginia
$941 – – –
SPIA
243
Steward Partners Investment Advisory
New York
$850 +$850 +24 New
ATPW
244
Ashton Thomas Private Wealth
Arizona
$709 +$709 +20 New
JWA
245
JFS Wealth Advisors
Pennsylvania
$638 – – –
TPCW
246
TD Private Client Wealth
New York
$638 +$638 +18 New
IC
247
Innealta Capital
Texas
$567 +$567 +16 New
LFG
248
Larson Financial Group
Missouri
$496 +$142 +4 +40%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$426 +$71 +2 +20%
BIA
250
Bell Investment Advisors
California
$390 -$532 -15 -58%
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