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Calix
CALX

Overview Fund Activity

251 hedge funds and large institutions have $2B invested in Calix in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 92 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+12
Holders Change %
+5.02%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
92
Reduced
80
Closed
33
Calls
$7.28M
Puts
$44.9M
Net Calls
-$37.6M
Net Calls Change
-$33.6M

Top Buyers

1
Millennium Management
Millennium Management
New York
$70.8M
2
BlackRock
BlackRock
New York
$395M
3
HP
Harvey Partners
New York
$14.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$278M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$78.1M
2
Invesco
Invesco
Georgia
$8.33M
3
AAM
ACK Asset Management
Connecticut
$0
4
CAM
Congress Asset Management
Massachusetts
$44.5M
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$1.92K -$349 -10 -15%
BCMLT
227
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.78K – – –
CFD
228
Creative Financial Designs
Indiana
$1.57K +$1.57K +45 New
IA
229
IFP Advisors
Florida
$1.43K -$230 -5 -14%
FFO
230
Fortitude Family Office
Arizona
$1.4K – – –
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$1.34K – – –
CTC
232
Central Trust Company
Missouri
$1.29K +$35 +1 +3%
HWP
233
Highline Wealth Partners
California
$1.29K – – –
JWA
234
JFS Wealth Advisors
Pennsylvania
$1.01K +$349 +10 +53%
MSG
235
Main Street Group
Virginia
$942 – – –
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$941 – – –
PFBT
237
Parkside Financial Bank & Trust
Missouri
$838 +$419 +12 +100%
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$767 -$453 -13 -37%
SPIA
239
Steward Partners Investment Advisory
New York
$732 -$871 -25 -54%
LFG
240
Larson Financial Group
Missouri
$488 – – –
SS
241
SBI Securities
Japan
$453 +$453 +13 New
BF
242
BOK Financial
Oklahoma
$290 +$290 +8 New
AWM
243
Abound Wealth Management
Tennessee
$279 – – –
DPW
244
DiNuzzo Private Wealth
Pennsylvania
$210 – – –
SIC
245
SJS Investment Consulting
Ohio
$175 -$35 -1 -17%
KBFS
246
Kohmann Bosshard Financial Services
Ohio
$174 +$174 +5 New
EWA
247
EverSource Wealth Advisors
Alabama
$139 +$139 +4 New
HNB
248
Huntington National Bank
Ohio
$35 -$210 -6 -86%
GFPC
249
Global Financial Private Client
Florida
$35 +$35 +1 New
PWM
250
Parkworth Wealth Management
California
$35 +$35 +1 New
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10
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